Company lists · Data refreshed September 2026
Top 15 High net worth accounting firms based in Beverly Hills, United States
RevenueBase identified 25 company matches for high net worth accounting firms associated with Beverly Hills, United States as of September 2026 and tracks 177 professional contacts across them, including 62 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Beverly Hills has 25.
This list covers company matches for high net worth accounting firms associated with Beverly Hills, 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 15 largest high net worth accounting firms based in Beverly Hills, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 37 contacts → | ||||
Exact match “A Holistic Approach to Wealth Planning, Business Management, and Family Office Services” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 9 contacts → | ||||
Exact match “RGA LLP is not your run of the mill CPA Firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “Tax Savings, Significantly Reduce Capital Gains, Efficient Wealth Transfer, Outsourced CFO’s, https://TogetherCFO.com/ Together CFO has saved clients millions of dollars year on…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Beverly Hills based business management firm, specializing in financial and solution based services for businesses, families and individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “Our services encompass nearly every aspect of financial life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Finestone Partners is an independent boutique financial advisory firm utilizing unconventional solutions for very successful individuals and companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “business and individual taxation, audited and reviewed financial statements, tax planning, business management, financial planning, real estate activities, forensic accounting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “We are a family-owned tax advisory and business management firm specializing in real estate and the entertainment industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Hardy Capital is a boutique advisory firm for tech leaders, founders, and high-performers navigating equity compensation, liquidity events, and concentrated wealth.” 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 “high net worth 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 15 of 25 high net worth accounting firms based in Beverly Hills, United States
See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
High net worth accounting firms based in Beverly Hills, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Beverly Hills, so it is reported there. Company counts and contact totals on this page are exact for Beverly Hills, over 25 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 Beverly Hills, United States whose business descriptions match “high net worth 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 62 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.
High net worth accounting firms by metro in the United States
- High net worth accounting firms in New York396
- High net worth accounting firms in Houston222
- High net worth accounting firms in Atlanta192
- High net worth accounting firms in Dallas178
- High net worth accounting firms in Chicago172
- High net worth accounting firms in San Diego172
- High net worth accounting firms in Los Angeles159
- High net worth accounting firms in Austin135
- High net worth accounting firms in Miami124
- High net worth accounting firms in Scottsdale115
- High net worth accounting firms in Denver105
- High net worth accounting firms in Charlotte102
- High net worth accounting firms in Irvine92
- High net worth accounting firms in San Francisco90
- High net worth accounting firms in Cincinnati88
- High net worth accounting firms in Tampa85
- High net worth accounting firms in Phoenix83
- High net worth accounting firms in Orlando79
- High net worth accounting firms in Boca Raton76
- High net worth accounting firms in Boston75
- High net worth accounting firms in Portland73
- High net worth accounting firms in Seattle68
- High net worth accounting firms in St. Louis68
- High net worth accounting firms in Columbia65
- High net worth accounting firms in Las Vegas65
- High net worth accounting firms in San Antonio64
- High net worth accounting firms in Indianapolis62
- High net worth accounting firms in Jacksonville57
- High net worth accounting firms in Newport Beach55
- High net worth accounting firms in Pittsburgh55
- High net worth accounting firms in Bellevue54
- High net worth accounting firms in Columbus54
- High net worth accounting firms in Grand Rapids53
- High net worth accounting firms in Raleigh53
- High net worth accounting firms in Colorado Springs52
- High net worth accounting firms in Birmingham51
- High net worth accounting firms in San Jose51
- High net worth accounting firms in Louisville50
- High net worth accounting firms in Richmond50
- High net worth accounting firms in Salt Lake City50
- High net worth accounting firms in Wilmington50
- High net worth accounting firms in Fort Worth49
- High net worth accounting firms in Rochester49
- High net worth accounting firms in Overland Park48
- High net worth accounting firms in Philadelphia46
- High net worth accounting firms in Plano46
- High net worth accounting firms in Fort Lauderdale45
- High net worth accounting firms in Greenville45
- High net worth accounting firms in Minneapolis45
- High net worth accounting firms in Omaha44
- High net worth accounting firms in Nashville43
- High net worth accounting firms in Springfield43
- High net worth accounting firms in Cleveland41
- High net worth accounting firms in Melville41
- High net worth accounting firms in Alpharetta40
- High net worth accounting firms in Coral Gables40
- High net worth accounting firms in Greenwood Village40
- High net worth accounting firms in Madison40
- High net worth accounting firms in Tulsa39
- High net worth accounting firms in Oklahoma City38
- High net worth accounting firms in Washington38
- High net worth accounting firms in Tucson37
- High net worth accounting firms in Sarasota36
- High net worth accounting firms in Baton Rouge35
- High net worth accounting firms in Glendale35
- High net worth accounting firms in Naples35
- High net worth accounting firms in Pasadena35
- High net worth accounting firms in Troy35
- High net worth accounting firms in Walnut Creek35
- High net worth accounting firms in Roseville34
- High net worth accounting firms in Woodland Hills34
- High net worth accounting firms in Frisco33
- High net worth accounting firms in Lexington33
- High net worth accounting firms in Reno33
- High net worth accounting firms in Alexandria32
- High net worth accounting firms in Naperville32
- High net worth accounting firms in Plymouth32
- High net worth accounting firms in Virginia Beach31
- High net worth accounting firms in The Woodlands30
- High net worth accounting firms in Brentwood29
- High net worth accounting firms in Lafayette29
- High net worth accounting firms in Memphis29
- High net worth accounting firms in Northbrook29
- High net worth accounting firms in Boulder28
- High net worth accounting firms in Brooklyn28
- High net worth accounting firms in Fort Myers28
- High net worth accounting firms in Knoxville28
- High net worth accounting firms in Littleton28
- High net worth accounting firms in Torrance28
- High net worth accounting firms in Santa Barbara27
- High net worth accounting firms in Westlake Village27
- High net worth accounting firms in Annapolis26
- High net worth accounting firms in Bethesda26
- High net worth accounting firms in Chandler26
- High net worth accounting firms in Charleston26
- High net worth accounting firms in Kansas City26
- High net worth accounting firms in Sacramento26
- High net worth accounting firms in Farmington25
- High net worth accounting firms in West Palm Beach25
- High net worth accounting firms in Wichita25
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 “high net worth accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many high net worth accounting firms are there based in Beverly Hills, United States?
RevenueBase identified 25 company matches for high net worth accounting firms associated with Beverly Hills, 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?
TKG Business Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most high net worth accounting firms?
New York leads the United States with 396 company records, followed by Houston (222) and Atlanta (192). Beverly Hills has 25.
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 62 professional contacts with verified work emails tracked across these 25 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 25 high net worth accounting firms based in Beverly Hills, United States. Start with a free account, no credit card.
Download this list →Related lists
High net worth accounting firms by geography
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia
- High net worth accounting firms based in Vienna, Austria
- High net worth accounting firms based in Belo Horizonte, Brazil
- High net worth accounting firms based in Curitiba, Brazil
- High net worth accounting firms based in Porto Alegre, Brazil
- High net worth accounting firms based in Rio De Janeiro, Brazil
- High net worth accounting firms based in Sao Paulo, Brazil
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
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia
Company intelligence · public preview
Top 15 high net worth accounting firms based in Beverly Hills, 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 25 matching company records for high net worth accounting firms based in Beverly Hills, United States, with 177 tracked contacts and 62 verified work emails.
This public preview shows 15 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 15 high net worth accounting firms based in Beverly Hills, 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 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 37 contacts → |
“A Holistic Approach to Wealth Planning, Business Management, and Family Office Services” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 9 contacts → |
“RGA LLP is not your run of the mill CPA Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 9 contacts → |
“Tax Savings, Significantly Reduce Capital Gains, Efficient Wealth Transfer, Outsourced CFO’s, https://TogetherCFO.com/ Together CFO has saved clients millions of dollars year on…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 8 contacts → |
“Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 6 contacts → |
“Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 6 contacts → |
“Beverly Hills based business management firm, specializing in financial and solution based services for businesses, families and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 5 contacts → |
“Our services encompass nearly every aspect of financial life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 5 contacts → |
“Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 4 contacts → |
“Finestone Partners is an independent boutique financial advisory firm utilizing unconventional solutions for very successful individuals and companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 3 contacts → |
“The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LPW Cpaslpwcpas.com HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 2 contacts → |
“business and individual taxation, audited and reviewed financial statements, tax planning, business management, financial planning, real estate activities, forensic accounting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 1 contacts → |
“We are a family-owned tax advisory and business management firm specializing in real estate and the entertainment industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 1 contacts → |
“Hardy Capital is a boutique advisory firm for tech leaders, founders, and high-performers navigating equity compensation, liquidity events, and concentrated wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
High net worth 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
25 records in the displayed employee bands.
0 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 across the whole United States list rather than for Beverly Hills, so it is reported there. Company counts and contact totals on this page are exact for Beverly Hills, over 25 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 ↗
High net worth accounting firms by metro in the United States
- High net worth accounting firms in New York396
- High net worth accounting firms in Houston222
- High net worth accounting firms in Atlanta192
- High net worth accounting firms in Dallas178
- High net worth accounting firms in Chicago172
- High net worth accounting firms in San Diego172
- High net worth accounting firms in Los Angeles159
- High net worth accounting firms in Austin135
- High net worth accounting firms in Miami124
- High net worth accounting firms in Scottsdale115
- High net worth accounting firms in Denver105
- High net worth accounting firms in Charlotte102
- High net worth accounting firms in Irvine92
- High net worth accounting firms in San Francisco90
- High net worth accounting firms in Cincinnati88
- High net worth accounting firms in Tampa85
- High net worth accounting firms in Phoenix83
- High net worth accounting firms in Orlando79
- High net worth accounting firms in Boca Raton76
- High net worth accounting firms in Boston75
- High net worth accounting firms in Portland73
- High net worth accounting firms in Seattle68
- High net worth accounting firms in St. Louis68
- High net worth accounting firms in Columbia65
- High net worth accounting firms in Las Vegas65
- High net worth accounting firms in San Antonio64
- High net worth accounting firms in Indianapolis62
- High net worth accounting firms in Jacksonville57
- High net worth accounting firms in Newport Beach55
- High net worth accounting firms in Pittsburgh55
- High net worth accounting firms in Bellevue54
- High net worth accounting firms in Columbus54
- High net worth accounting firms in Grand Rapids53
- High net worth accounting firms in Raleigh53
- High net worth accounting firms in Colorado Springs52
- High net worth accounting firms in Birmingham51
- High net worth accounting firms in San Jose51
- High net worth accounting firms in Louisville50
- High net worth accounting firms in Richmond50
- High net worth accounting firms in Salt Lake City50
- High net worth accounting firms in Wilmington50
- High net worth accounting firms in Fort Worth49
- High net worth accounting firms in Rochester49
- High net worth accounting firms in Overland Park48
- High net worth accounting firms in Philadelphia46
- High net worth accounting firms in Plano46
- High net worth accounting firms in Fort Lauderdale45
- High net worth accounting firms in Greenville45
- High net worth accounting firms in Minneapolis45
- High net worth accounting firms in Omaha44
- High net worth accounting firms in Nashville43
- High net worth accounting firms in Springfield43
- High net worth accounting firms in Cleveland41
- High net worth accounting firms in Melville41
- High net worth accounting firms in Alpharetta40
- High net worth accounting firms in Coral Gables40
- High net worth accounting firms in Greenwood Village40
- High net worth accounting firms in Madison40
- High net worth accounting firms in Tulsa39
- High net worth accounting firms in Oklahoma City38
- High net worth accounting firms in Washington38
- High net worth accounting firms in Tucson37
- High net worth accounting firms in Sarasota36
- High net worth accounting firms in Baton Rouge35
- High net worth accounting firms in Glendale35
- High net worth accounting firms in Naples35
- High net worth accounting firms in Pasadena35
- High net worth accounting firms in Troy35
- High net worth accounting firms in Walnut Creek35
- High net worth accounting firms in Roseville34
- High net worth accounting firms in Woodland Hills34
- High net worth accounting firms in Frisco33
- High net worth accounting firms in Lexington33
- High net worth accounting firms in Reno33
- High net worth accounting firms in Alexandria32
- High net worth accounting firms in Naperville32
- High net worth accounting firms in Plymouth32
- High net worth accounting firms in Virginia Beach31
- High net worth accounting firms in The Woodlands30
- High net worth accounting firms in Brentwood29
- High net worth accounting firms in Lafayette29
- High net worth accounting firms in Memphis29
- High net worth accounting firms in Northbrook29
- High net worth accounting firms in Boulder28
- High net worth accounting firms in Brooklyn28
- High net worth accounting firms in Fort Myers28
- High net worth accounting firms in Knoxville28
- High net worth accounting firms in Littleton28
- High net worth accounting firms in Torrance28
- High net worth accounting firms in Santa Barbara27
- High net worth accounting firms in Westlake Village27
- High net worth accounting firms in Annapolis26
- High net worth accounting firms in Bethesda26
- High net worth accounting firms in Chandler26
- High net worth accounting firms in Charleston26
- High net worth accounting firms in Kansas City26
- High net worth accounting firms in Sacramento26
- High net worth accounting firms in Farmington25
- High net worth accounting firms in West Palm Beach25
- High net worth accounting firms in Wichita25
Questions about this company list
What does Exact match mean for high net worth 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 high net worth accounting firms did RevenueBase find based in Beverly Hills, United States?
The saved snapshot records 25 matching company records, 177 tracked contacts and 62 verified emails. The public preview displays 15 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
High net worth accounting firms by geography
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia
- High net worth accounting firms based in Vienna, Austria
- High net worth accounting firms based in Belo Horizonte, Brazil
- High net worth accounting firms based in Curitiba, Brazil
- High net worth accounting firms based in Porto Alegre, Brazil
- High net worth accounting firms based in Rio De Janeiro, Brazil
- High net worth accounting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 15 high net worth accounting firms based in Beverly Hills, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/high-net-worth-accounting-firms/united-states/beverly-hills.
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
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia
Company intelligence · public preview
Top 15 high net worth accounting firms based in Beverly Hills, United States
RevenueBase records 25 matching company records for high net worth accounting firms based in Beverly Hills, United States, with 177 tracked contacts and 62 verified work emails.
This public preview shows 15 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 15 high net worth accounting firms based in Beverly Hills, 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 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 37 contacts → |
“A Holistic Approach to Wealth Planning, Business Management, and Family Office Services” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 9 contacts → |
“RGA LLP is not your run of the mill CPA Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 9 contacts → |
“Tax Savings, Significantly Reduce Capital Gains, Efficient Wealth Transfer, Outsourced CFO’s, https://TogetherCFO.com/ Together CFO has saved clients millions of dollars year on…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 8 contacts → |
“Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 6 contacts → |
“Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 6 contacts → |
“Beverly Hills based business management firm, specializing in financial and solution based services for businesses, families and individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 5 contacts → |
“Our services encompass nearly every aspect of financial life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 5 contacts → |
“Established in 1980, Toplitzky & Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 4 contacts → |
“Finestone Partners is an independent boutique financial advisory firm utilizing unconventional solutions for very successful individuals and companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 3 contacts → |
“The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LPW Cpaslpwcpas.com HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 2 contacts → |
“business and individual taxation, audited and reviewed financial statements, tax planning, business management, financial planning, real estate activities, forensic accounting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 1 contacts → |
“We are a family-owned tax advisory and business management firm specializing in real estate and the entertainment industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 1 contacts → |
“Hardy Capital is a boutique advisory firm for tech leaders, founders, and high-performers navigating equity compensation, liquidity events, and concentrated wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
High net worth 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
25 records in the displayed employee bands.
0 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 across the whole United States list rather than for Beverly Hills, so it is reported there. Company counts and contact totals on this page are exact for Beverly Hills, over 25 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.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
High net worth accounting firms by metro in the United States
- High net worth accounting firms in New York396
- High net worth accounting firms in Houston222
- High net worth accounting firms in Atlanta192
- High net worth accounting firms in Dallas178
- High net worth accounting firms in Chicago172
- High net worth accounting firms in San Diego172
- High net worth accounting firms in Los Angeles159
- High net worth accounting firms in Austin135
- High net worth accounting firms in Miami124
- High net worth accounting firms in Scottsdale115
- High net worth accounting firms in Denver105
- High net worth accounting firms in Charlotte102
- High net worth accounting firms in Irvine92
- High net worth accounting firms in San Francisco90
- High net worth accounting firms in Cincinnati88
- High net worth accounting firms in Tampa85
- High net worth accounting firms in Phoenix83
- High net worth accounting firms in Orlando79
- High net worth accounting firms in Boca Raton76
- High net worth accounting firms in Boston75
- High net worth accounting firms in Portland73
- High net worth accounting firms in Seattle68
- High net worth accounting firms in St. Louis68
- High net worth accounting firms in Columbia65
- High net worth accounting firms in Las Vegas65
- High net worth accounting firms in San Antonio64
- High net worth accounting firms in Indianapolis62
- High net worth accounting firms in Jacksonville57
- High net worth accounting firms in Newport Beach55
- High net worth accounting firms in Pittsburgh55
- High net worth accounting firms in Bellevue54
- High net worth accounting firms in Columbus54
- High net worth accounting firms in Grand Rapids53
- High net worth accounting firms in Raleigh53
- High net worth accounting firms in Colorado Springs52
- High net worth accounting firms in Birmingham51
- High net worth accounting firms in San Jose51
- High net worth accounting firms in Louisville50
- High net worth accounting firms in Richmond50
- High net worth accounting firms in Salt Lake City50
- High net worth accounting firms in Wilmington50
- High net worth accounting firms in Fort Worth49
- High net worth accounting firms in Rochester49
- High net worth accounting firms in Overland Park48
- High net worth accounting firms in Philadelphia46
- High net worth accounting firms in Plano46
- High net worth accounting firms in Fort Lauderdale45
- High net worth accounting firms in Greenville45
- High net worth accounting firms in Minneapolis45
- High net worth accounting firms in Omaha44
- High net worth accounting firms in Nashville43
- High net worth accounting firms in Springfield43
- High net worth accounting firms in Cleveland41
- High net worth accounting firms in Melville41
- High net worth accounting firms in Alpharetta40
- High net worth accounting firms in Coral Gables40
- High net worth accounting firms in Greenwood Village40
- High net worth accounting firms in Madison40
- High net worth accounting firms in Tulsa39
- High net worth accounting firms in Oklahoma City38
- High net worth accounting firms in Washington38
- High net worth accounting firms in Tucson37
- High net worth accounting firms in Sarasota36
- High net worth accounting firms in Baton Rouge35
- High net worth accounting firms in Glendale35
- High net worth accounting firms in Naples35
- High net worth accounting firms in Pasadena35
- High net worth accounting firms in Troy35
- High net worth accounting firms in Walnut Creek35
- High net worth accounting firms in Roseville34
- High net worth accounting firms in Woodland Hills34
- High net worth accounting firms in Frisco33
- High net worth accounting firms in Lexington33
- High net worth accounting firms in Reno33
- High net worth accounting firms in Alexandria32
- High net worth accounting firms in Naperville32
- High net worth accounting firms in Plymouth32
- High net worth accounting firms in Virginia Beach31
- High net worth accounting firms in The Woodlands30
- High net worth accounting firms in Brentwood29
- High net worth accounting firms in Lafayette29
- High net worth accounting firms in Memphis29
- High net worth accounting firms in Northbrook29
- High net worth accounting firms in Boulder28
- High net worth accounting firms in Brooklyn28
- High net worth accounting firms in Fort Myers28
- High net worth accounting firms in Knoxville28
- High net worth accounting firms in Littleton28
- High net worth accounting firms in Torrance28
- High net worth accounting firms in Santa Barbara27
- High net worth accounting firms in Westlake Village27
- High net worth accounting firms in Annapolis26
- High net worth accounting firms in Bethesda26
- High net worth accounting firms in Chandler26
- High net worth accounting firms in Charleston26
- High net worth accounting firms in Kansas City26
- High net worth accounting firms in Sacramento26
- High net worth accounting firms in Farmington25
- High net worth accounting firms in West Palm Beach25
- High net worth accounting firms in Wichita25
Questions about this company list
What does Exact match mean for high net worth 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 high net worth accounting firms did RevenueBase find based in Beverly Hills, United States?
The saved snapshot records 25 matching company records, 177 tracked contacts and 62 verified emails. The public preview displays 15 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
High net worth accounting firms by geography
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia
- High net worth accounting firms based in Vienna, Austria
- High net worth accounting firms based in Belo Horizonte, Brazil
- High net worth accounting firms based in Curitiba, Brazil
- High net worth accounting firms based in Porto Alegre, Brazil
- High net worth accounting firms based in Rio De Janeiro, Brazil
- High net worth accounting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 15 high net worth accounting firms based in Beverly Hills, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/high-net-worth-accounting-firms/united-states/beverly-hills.
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
- High net worth accounting firms based in Adelaide, Australia
- High net worth accounting firms based in Brisbane City, Australia
- High net worth accounting firms based in Brisbane, Australia
- High net worth accounting firms based in Melbourne, Australia
- High net worth accounting firms based in Perth, Australia
- High net worth accounting firms based in Sydney, Australia