Company lists · Data refreshed September 2026

Top 25 Fund accounting firms based in the United States

Name: Fund accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 980 companies tracked

RevenueBase identified 980 fund accounting firms headquartered in the United States as of September 2026 and tracks 13,172 professional contacts across them, including 6,474 with verified work emails. New York is the largest hub.

This list covers fund accounting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

980Companies

13,172Contacts tracked

6,474Verified emails

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The 25 largest fund accounting firms based in the United States

Ranked by team size

Top 25 of 980 fund accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fund accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	GEN II Fund Services	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,583 contacts →
	Partial evidence “Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Source: RevenueBase Database · checked Sep 28, 2026
2	Formidium	Partial evidence	Downers Grove, IL, United StatesHQ checked Sep 28, 2026	201-500	660 contacts →
	Partial evidence “Formidium is a leading global fund administrator specializing in alternative investment funds.” Source: RevenueBase Database · checked Sep 28, 2026
3	HBK Cpas & Consultants	Indirect evidence	Canfield, OH, United StatesHQ checked Sep 28, 2026	501-1,000	641 contacts →
	Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 28, 2026
4	Ultimus Fund Solutions	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1,001-5,000	574 contacts →
	Partial evidence “775+B AUA \| 450+ Clients \| 2,500+ Investment Funds or Accounts \| 1,200+ Employees \| 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Source: RevenueBase Database · checked Sep 28, 2026
5	HC Global Fund Services, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	537 contacts →
	Partial evidence “HC Global was founded in 2008 and is built by six principals who average over 20 years of experience as Big 4 auditors, fund administrators, and buy-side finance and operations…” Source: RevenueBase Database · checked Sep 28, 2026
6	Miller Kaplan	Indirect evidence	Burbank, CA, United StatesHQ checked Sep 28, 2026	201-500	282 contacts →
	Indirect evidence “Listen, then advise.” Source: RevenueBase Database · checked Sep 28, 2026
7	Lauterbach & Amen	Partial evidence	Naperville, IL, United StatesHQ checked Sep 28, 2026	201-500	223 contacts →
	Partial evidence “Lauterbach & Amen, LLP (L&A), established in 1997 by partners Sherry Lauterbach and Ron Amen, is a reputable public accounting firm known for its unwavering dedication to quality…” Source: RevenueBase Database · checked Sep 28, 2026
8	Stone Coast Fund Services	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	201-500	220 contacts →
	Partial evidence “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Source: RevenueBase Database · checked Sep 28, 2026
9	Viteos Fund Services	Indirect evidence	Somerset, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	199 contacts →
	Indirect evidence “Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Source: RevenueBase Database · checked Sep 28, 2026
10	Larson Gross	Partial evidence	Bellingham, WA, United StatesHQ checked Sep 28, 2026	201-500	186 contacts →
	Partial evidence “Larson Gross is a full-service firm providing comprehensive accounting, bookkeeping, tax, and consulting services to clients throughout the United States and Canada.” Source: RevenueBase Database · checked Sep 28, 2026
11	Melton & Melton, LLP	Partial evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	157 contacts →
	Partial evidence “Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Source: RevenueBase Database · checked Sep 28, 2026
12	Lumsden Mccormick CPA	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 28, 2026	51-200	151 contacts →
	Indirect evidence “Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Source: RevenueBase Database · checked Sep 28, 2026
13	Pattillo, Brown & Hill, LLP	Indirect evidence	Waco, TX, United StatesHQ checked Sep 28, 2026	51-200	142 contacts →
	Indirect evidence “Pattillo, Brown & Hill, L.L.P has been pace setter within the Waco, Texas community since its inauguration in 1923 and continues to be one of the oldest and most respected…” Source: RevenueBase Database · checked Sep 28, 2026
14	Nisivoccia Cpas	Indirect evidence	Mount Arlington, NJ, United StatesHQ checked Sep 28, 2026	51-200	138 contacts →
	Indirect evidence “Business is complex.” Source: RevenueBase Database · checked Sep 28, 2026
15	J.K. Boatwright & Co., P.C	Indirect evidence	Lagrange, United StatesHQ checked Sep 28, 2026	11-50	125 contacts →
	Indirect evidence “We are committed to providing close, personal attention to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
16	Lucas Horsfall	Indirect evidence	Pasadena, United StatesHQ checked Sep 28, 2026	51-200	113 contacts →
	Indirect evidence “Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.” Source: RevenueBase Database · checked Sep 28, 2026
17	Flsv LLP	Partial evidence	Garden City, NY, United StatesHQ checked Sep 28, 2026	51-200	109 contacts →
	Partial evidence “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Source: RevenueBase Database · checked Sep 28, 2026
18	Boston Financial Advisory Group	Partial evidence	Monroeville, PA, United StatesHQ checked Sep 28, 2026	51-200	109 contacts →
	Partial evidence “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Source: RevenueBase Database · checked Sep 28, 2026
19	Considine & Considine	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	51-200	102 contacts →
	Indirect evidence “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Source: RevenueBase Database · checked Sep 28, 2026
20	Baldwin Cpas, Pllc	Partial evidence	Richmond, KY, United StatesHQ checked Sep 28, 2026	11-50	98 contacts →
	Partial evidence “Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.” Source: RevenueBase Database · checked Sep 28, 2026
21	Dermody, Burke & Brown, Cpas, LLC	Partial evidence	Syracuse, NY, United StatesHQ checked Sep 28, 2026	51-200	88 contacts →
	Partial evidence “Dermody, Burke & Brown, CPAs, LLC is one of the largest locally owned certified public accounting firms in Central New York.” Source: RevenueBase Database · checked Sep 28, 2026
22	Haga Kommer, LTD	Indirect evidence	Fargo, ND, United StatesHQ checked Sep 28, 2026	201-500	87 contacts →
	Indirect evidence “We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 28, 2026
23	EA Resig	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	86 contacts →
	Partial evidence “EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
24	Piedmont Fund Services	Partial evidence	Herndon, VA, United StatesHQ checked Sep 28, 2026	51-200	84 contacts →
	Partial evidence “Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Source: RevenueBase Database · checked Sep 28, 2026
25	SOL Schwartz & Associates	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Partial evidence “Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fund accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fund accounting firms.
Partial evidence: Its own public description names part of fund accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fund accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 980 fund accounting firms based in the United States

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Fund accounting firms based in the United States at a glance

As of Sep 28, 2026

49.1%Verified-email coverage

13.4Average contacts per company

1-10Median size (employees)

4.7%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

586

11-50

330

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 980 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fund accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “fund accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fund accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fund accounting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 6,474 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fund accounting firms by metro

Fund accounting firms in New York46

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fund accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fund accounting firms are there based in the United States?

RevenueBase identified 980 fund accounting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

GEN II Fund Services, headquartered in New York, tops this list with the largest team on record.

Which city has the most fund accounting firms?

New York leads with 46 headquartered companies, followed by Houston (21) and Denver (13).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 6,474 verified decision-maker contacts tracked across these 980 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.