Company lists · Data refreshed September 2026
Top 25 Fund accounting firms based in the United States
RevenueBase identified 980 company matches for fund accounting firms associated with 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 company matches for fund accounting firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest fund accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,583 contacts → | ||||
Exact match “Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 660 contacts → | ||||
Exact match “Formidium is a leading global fund administrator specializing in alternative investment funds.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 641 contacts → | ||||
Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 574 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 537 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 282 contacts → | ||||
Exact match “Listen, then advise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 223 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 220 contacts → | ||||
Exact match “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 199 contacts → | ||||
Exact match “Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 186 contacts → | ||||
Exact match “Larson Gross is a full-service firm providing comprehensive accounting, bookkeeping, tax, and consulting services to clients throughout the United States and Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 157 contacts → | ||||
Exact match “Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 151 contacts → | ||||
Exact match “Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 142 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 138 contacts → | ||||
Exact match “Business is complex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 125 contacts → | ||||
Exact match “We are committed to providing close, personal attention to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 113 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 109 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 109 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 102 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 98 contacts → | ||||
Exact match “Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 88 contacts → | ||||
Exact match “Dermody, Burke & Brown, CPAs, LLC is one of the largest locally owned certified public accounting firms in Central New York.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 87 contacts → | ||||
Exact match “We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 86 contacts → | ||||
Exact match “EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 84 contacts → | ||||
Exact match “Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 83 contacts → | ||||
Exact match “Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fund accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 980 fund accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 6,474 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fund accounting firms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “fund accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 6,474 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fund accounting firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fund accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fund accounting firms are there based in the United States?
RevenueBase identified 980 company matches for fund accounting firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
GEN II Fund Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fund accounting firms?
New York leads with 46 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 6,474 professional contacts with verified work emails tracked across these 980 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 980 fund accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fund accounting firms by geography
- Fund accounting firms based in Sao Paulo, Brazil
- Fund accounting firms based in Toronto, Canada
- Fund accounting firms based in Paris, France
- Fund accounting firms based in Mumbai, India
- Fund accounting firms based in London, United Kingdom
- Fund accounting firms based in New York, United States
- Fund accounting firms based in Australia
- Fund accounting firms based in Belgium
- Fund accounting firms based in Brazil
- Fund accounting firms based in Canada
- Fund accounting firms based in Cyprus
- Fund accounting firms based in Denmark
Browse the directory
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fund accounting firms based in Sao Paulo, Brazil
- Fund accounting firms based in Toronto, Canada
- Fund accounting firms based in Paris, France
- Fund accounting firms based in Mumbai, India
- Fund accounting firms based in London, United Kingdom
- Fund accounting firms based in New York, United States
Company intelligence · public preview
Top 25 fund accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 980 matching company records for fund accounting firms based in the United States, with 13,172 tracked contacts and 6,474 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fund accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | GEN II Fund Servicesgen2fund.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,583 contacts → |
“Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Formidiumformidium.comHQ: Downers Grove, IL, United StatesReported employees: 201-500 | Downers Grove, IL, United States | 201-500 | Exact match | 660 contacts → |
“Formidium is a leading global fund administrator specializing in alternative investment funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HBK Cpas & Consultantshbkcpa.comHQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ultimus Fund Solutionsultimusfundsolutions.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  HC Global Fund Services, LLChcglobalfs.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 537 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Miller Kaplanmillerkaplan.comHQ: Burbank, CA, United StatesReported employees: 201-500 | Burbank, CA, United States | 201-500 | Exact match | 282 contacts → |
“Listen, then advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lauterbach & Amenlauterbachamen.comHQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 223 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Viteos Fund Servicesviteos.com HQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 199 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Larson Grosslarsongross.comHQ: Bellingham, WA, United StatesReported employees: 201-500 | Bellingham, WA, United States | 201-500 | Exact match | 186 contacts → |
“Larson Gross is a full-service firm providing comprehensive accounting, bookkeeping, tax, and consulting services to clients throughout the United States and Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Melton & Melton, LLPmelton-melton.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 157 contacts → |
“Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lumsden Mccormick CPAlumsdencpa.comHQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 151 contacts → |
“Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Pattillo, Brown & Hill, LLPpbhcpa.comHQ: Waco, TX, United StatesReported employees: 51-200 | Waco, TX, United States | 51-200 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Nisivoccia Cpasnisivoccia.comHQ: Mount Arlington, NJ, United StatesReported employees: 51-200 | Mount Arlington, NJ, United States | 51-200 | Exact match | 138 contacts → |
“Business is complex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | J.K. Boatwright & Co., P.Cboatwrightcpa.com HQ: Lagrange, United StatesReported employees: 11-50 | Lagrange, United States | 11-50 | Exact match | 125 contacts → |
“We are committed to providing close, personal attention to our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lucas Horsfalllucashorsfall.comHQ: Pasadena, United StatesReported employees: 51-200 | Pasadena, United States | 51-200 | Exact match | 113 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Flsv LLPflsv.comHQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Considine & Considinecccpa.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 102 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Baldwin Cpas, Pllcbaldwincpas.comHQ: Richmond, KY, United StatesReported employees: 11-50 | Richmond, KY, United States | 11-50 | Exact match | 98 contacts → |
“Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Dermody, Burke & Brown, Cpas, LLCdbbllc.comHQ: Syracuse, NY, United StatesReported employees: 51-200 | Syracuse, NY, United States | 51-200 | Exact match | 88 contacts → |
“Dermody, Burke & Brown, CPAs, LLC is one of the largest locally owned certified public accounting firms in Central New York.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Haga Kommer, LTDhagakommer.comHQ: Fargo, ND, United StatesReported employees: 201-500 | Fargo, ND, United States | 201-500 | Exact match | 87 contacts → |
“We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  EA Resigresig.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 86 contacts → |
“EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Piedmont Fund Servicespfsglobal.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 84 contacts → |
“Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  SOL Schwartz & Associatesssacpa.comHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 83 contacts → |
“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 980 company matches
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Fund accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
977 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fund accounting firms by metro
Questions about this company list
What does Exact match mean for fund accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fund accounting firms did RevenueBase find based in the United States?
The saved snapshot records 980 matching company records, 13,172 tracked contacts and 6,474 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fund accounting firms by geography
- Fund accounting firms based in Sao Paulo, Brazil
- Fund accounting firms based in Toronto, Canada
- Fund accounting firms based in Paris, France
- Fund accounting firms based in Mumbai, India
- Fund accounting firms based in London, United Kingdom
- Fund accounting firms based in New York, United States
- Fund accounting firms based in Australia
- Fund accounting firms based in Belgium
- Fund accounting firms based in Brazil
- Fund accounting firms based in Canada
- Fund accounting firms based in Cyprus
- Fund accounting firms based in Denmark
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fund accounting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fund-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fund accounting firms based in Sao Paulo, Brazil
- Fund accounting firms based in Toronto, Canada
- Fund accounting firms based in Paris, France
- Fund accounting firms based in Mumbai, India
- Fund accounting firms based in London, United Kingdom
- Fund accounting firms based in New York, United States
Company intelligence · public preview
Top 25 fund accounting firms based in the United States
RevenueBase records 980 matching company records for fund accounting firms based in the United States, with 13,172 tracked contacts and 6,474 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fund accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | GEN II Fund Servicesgen2fund.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,583 contacts → |
“Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Formidiumformidium.com HQ: Downers Grove, IL, United StatesReported employees: 201-500 | Downers Grove, IL, United States | 201-500 | Exact match | 660 contacts → |
“Formidium is a leading global fund administrator specializing in alternative investment funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HBK Cpas & Consultantshbkcpa.com HQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ultimus Fund Solutionsultimusfundsolutions.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HC Global Fund Services, LLChcglobalfs.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 537 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Miller Kaplanmillerkaplan.com HQ: Burbank, CA, United StatesReported employees: 201-500 | Burbank, CA, United States | 201-500 | Exact match | 282 contacts → |
“Listen, then advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lauterbach & Amenlauterbachamen.com HQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 223 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Viteos Fund Servicesviteos.com HQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 199 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Larson Grosslarsongross.com HQ: Bellingham, WA, United StatesReported employees: 201-500 | Bellingham, WA, United States | 201-500 | Exact match | 186 contacts → |
“Larson Gross is a full-service firm providing comprehensive accounting, bookkeeping, tax, and consulting services to clients throughout the United States and Canada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Melton & Melton, LLPmelton-melton.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 157 contacts → |
“Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lumsden Mccormick CPAlumsdencpa.com HQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 151 contacts → |
“Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pattillo, Brown & Hill, LLPpbhcpa.com HQ: Waco, TX, United StatesReported employees: 51-200 | Waco, TX, United States | 51-200 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Nisivoccia Cpasnisivoccia.com HQ: Mount Arlington, NJ, United StatesReported employees: 51-200 | Mount Arlington, NJ, United States | 51-200 | Exact match | 138 contacts → |
“Business is complex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | J.K. Boatwright & Co., P.Cboatwrightcpa.com HQ: Lagrange, United StatesReported employees: 11-50 | Lagrange, United States | 11-50 | Exact match | 125 contacts → |
“We are committed to providing close, personal attention to our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lucas Horsfalllucashorsfall.com HQ: Pasadena, United StatesReported employees: 51-200 | Pasadena, United States | 51-200 | Exact match | 113 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Flsv LLPflsv.com HQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Considine & Considinecccpa.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 102 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Baldwin Cpas, Pllcbaldwincpas.com HQ: Richmond, KY, United StatesReported employees: 11-50 | Richmond, KY, United States | 11-50 | Exact match | 98 contacts → |
“Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dermody, Burke & Brown, Cpas, LLCdbbllc.com HQ: Syracuse, NY, United StatesReported employees: 51-200 | Syracuse, NY, United States | 51-200 | Exact match | 88 contacts → |
“Dermody, Burke & Brown, CPAs, LLC is one of the largest locally owned certified public accounting firms in Central New York.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Haga Kommer, LTDhagakommer.com HQ: Fargo, ND, United StatesReported employees: 201-500 | Fargo, ND, United States | 201-500 | Exact match | 87 contacts → |
“We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | EA Resigresig.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 86 contacts → |
“EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Piedmont Fund Servicespfsglobal.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 84 contacts → |
“Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SOL Schwartz & Associatesssacpa.com HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 83 contacts → |
“Established in 1980, Sol Schwartz & Associates is one of San Antonio’s largest local independent accounting firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Fund accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
977 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fund accounting firms by metro
Questions about this company list
What does Exact match mean for fund accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fund accounting firms did RevenueBase find based in the United States?
The saved snapshot records 980 matching company records, 13,172 tracked contacts and 6,474 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 fund accounting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fund-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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