Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in Boston, United States

Name: High net worth accounting firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 75 companies tracked

RevenueBase identified 75 company matches for high net worth accounting firms associated with Boston, United States as of September 2026 and tracks 2,085 professional contacts across them, including 1,187 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Boston has 75.

This list covers company matches for high net worth accounting firms associated with Boston, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

75Companies

2,085Contacts tracked

1,187Verified emails

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

Ranked by team size

Top 25 of 75 company matches for high net worth accounting firms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	SCS	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	243 contacts →
	Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	174 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	100 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Walter Shuffain	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	99 contacts →
	Exact match “Walter Shuffain is known for its commitment to helping private businesses and the affluent reach their ideals in the Boston and New England area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	65 contacts →
	Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	63 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Cbiz & MHM NEW England	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	43 contacts →
	Exact match “CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 12th largest accounting, tax, and advisory services provider in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Twinfocus	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	41 contacts →
	Exact match “TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Raphael And Raphael LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	35 contacts →
	Exact match “Much has changed since Helmer Raphael founded Raphael and Raphael more than 60 years ago.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	32 contacts →
	Exact match “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Seaport TAX	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “At Seaport Tax, we specialize in navigating the tax complexities that come with a financially complex life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	R.A. Hall & Co. LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Our firm offers a wide range of services to our individual and business clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Daigle & Associates LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	14 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Boston Financial Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	John Schachter Associates INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Since 1993 my group of skilled associates and I have been helping clients make the right financial, tax and business decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Catalyst Financial Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Sage advice.” 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 25 of 75 high net worth accounting firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 1,187 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

56.9%Verified-email coverage

27.8Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 75 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 Boston, 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 1,187 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

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 Boston, United States?

RevenueBase identified 75 company matches for high net worth accounting firms associated with Boston, 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?

Baystate Financial 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). Boston has 75.

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 1,187 professional contacts with verified work emails tracked across these 75 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.

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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 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.