Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in the United States

Name: High net worth 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 16,344 companies tracked

RevenueBase identified 16,344 high net worth accounting firms headquartered in the United States as of September 2026 and tracks 216,690 professional contacts across them, including 103,186 with verified work emails. New York is the largest hub.

This list covers high net worth 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

16,344Companies

216,690Contacts tracked

103,186Verified emails

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The 25 largest high net worth accounting firms based in the United States

Ranked by team size

Top 25 of 16,344 high net worth 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 high net worth 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	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 28, 2026
2	ATA	Partial evidence	Jackson, TN, United StatesHQ checked Sep 28, 2026	201-500	224 contacts →
	Partial evidence “ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…” Source: RevenueBase Database · checked Sep 28, 2026
3	MBE Cpas	Indirect evidence	Baraboo, WI, United StatesHQ checked Sep 28, 2026	51-200	201 contacts →
	Indirect evidence “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Source: RevenueBase Database · checked Sep 28, 2026
4	Duffy Kruspodin, LLP	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 28, 2026	201-500	156 contacts →
	Indirect evidence “Duffy Kruspodin, LLP is a Southern California CPA and advisory firm built on long-standing relationships, dependable guidance, and deep financial and business expertise.” Source: RevenueBase Database · checked Sep 28, 2026
5	Frankel	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	91 contacts →
	Indirect evidence “Since 1959, our business and individual clients have thrived on our expertise and vision.” Source: RevenueBase Database · checked Sep 28, 2026
6	Rudler,psc	Partial evidence	Fort Wright, KY, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…” Source: RevenueBase Database · checked Sep 28, 2026
7	VESTA	Indirect evidence	Fond Du Lac, WI, United StatesHQ checked Sep 28, 2026	11-50	70 contacts →
	Indirect evidence “Vesta is a CPA-led, professional service firm where an inspired team places clients first.” Source: RevenueBase Database · checked Sep 28, 2026
8	Nawrocki Smith LLP	Partial evidence	Hauppauge, NY, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Partial evidence “Nawrocki Smith is a full-service accounting and advisory firm offering expert financial services to individuals, small to mid-size corporations, Fortune 500 companies, local…” Source: RevenueBase Database · checked Sep 28, 2026
9	JGD & Associates LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	66 contacts →
	Indirect evidence “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
10	Navolio & Tallman LLP	Partial evidence	Walnut Creek, CA, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Source: RevenueBase Database · checked Sep 28, 2026
11	Sterling Financial Group	Indirect evidence	Sparta, NJ, United StatesHQ checked Sep 28, 2026	51-200	56 contacts →
	Indirect evidence “financial firm” Source: RevenueBase Database · checked Sep 28, 2026
12	Brand Sonnenschine LLP	Partial evidence	Brooklyn, United StatesHQ checked Sep 28, 2026	51-200	55 contacts →
	Partial evidence “Brand Sonnenschine LLP provides corporate and personal accounting, tax, and consulting services to businesses across the country.” Source: RevenueBase Database · checked Sep 28, 2026
13	Heritage Financial Services, LLC	Indirect evidence	Westwood, MA, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Indirect evidence “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Source: RevenueBase Database · checked Sep 28, 2026
14	Payne, Nickles & Company	Partial evidence	Norwalk, OH, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Partial evidence “Payne, Nickles & Company is full service accounting and business advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
15	Insight Accounting Group PC	Indirect evidence	Goshen, IN, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “What is Insight?” Source: RevenueBase Database · checked Sep 28, 2026
16	Oliver, Rainey & Wojtek, LLP	Partial evidence	San Angelo, TX, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Partial evidence “Established in 1979, Oliver, Rainey, & Wojtek is a medium-sized, local professional accounting firm with locations in San Angelo and Burnet, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
17	Drake & Associates, LLC	Indirect evidence	Waukesha, WI, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Indirect evidence “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Source: RevenueBase Database · checked Sep 28, 2026
18	The Accounting LAB	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 28, 2026
19	Heffler, Radetich & Saitta LLP	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	11-50	47 contacts →
	Strong evidence “Heffler, Radetich & Saitta LLP, is a full-service certified public accounting and consulting firm, serving a nationwide clientele comprised of high net worth individuals…” Source: RevenueBase Database · checked Sep 28, 2026
20	Pasquesi Sheppard LLC	Partial evidence	Lake Forest, IL, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Partial evidence “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Source: RevenueBase Database · checked Sep 28, 2026
21	Carter, P.C	Partial evidence	Asheville, NC, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “Carter is a full service accounting firm based on highly personalized client service in the areas of tax, assurance, and accounting.” Source: RevenueBase Database · checked Sep 28, 2026
22	G & J Seiberlich & CO LLP	Partial evidence	Napa, CA, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Source: RevenueBase Database · checked Sep 28, 2026
23	Essex Financial	Indirect evidence	Essex, CT, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 28, 2026
24	Arledge	Partial evidence	Oklahoma City, OK, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Source: RevenueBase Database · checked Sep 28, 2026
25	360 Financial	Indirect evidence	Wayzata, MN, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” 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: high net worth 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 high net worth accounting firms.
Partial evidence: Its own public description names part of high net worth accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name high net worth 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 16,344 high net worth accounting firms based in the United States

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High net worth accounting firms based in the United States at a glance

As of Sep 28, 2026

47.6%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11,413

11-50

4,020

51-200

634

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 16,344 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 high net worth 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 “high net worth 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 high net worth 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 high net worth 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, 103,186 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.

High net worth accounting firms by metro

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 high net worth 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 high net worth accounting firms are there based in the United States?

RevenueBase identified 16,344 high net worth 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?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most high net worth accounting firms?

New York leads with 386 headquartered companies, followed by Houston (222) and Atlanta (192).

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 103,186 verified decision-maker contacts tracked across these 16,344 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.