Company lists · Data refreshed September 2026

Top 21 High net worth accounting firms based in Cleveland, United States

RevenueBase identified 41 high net worth accounting firms headquartered in Cleveland, United States as of September 2026 and tracks 1,183 professional contacts across them, including 730 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Cleveland has 41.

This list covers high net worth accounting firms headquartered in Cleveland, 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
41Companies
1,183Contacts tracked
730Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 21 largest high net worth accounting firms based in Cleveland, United States

Ranked by team size
Top 21 of 41 high net worth accounting firms based in Cleveland, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 2026501-1,000520 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
2Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 2026201-500190 contacts →

Indirect evidence

“Clearstead is a financial advisory firm serving wealthy families and leading institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceCleveland, OH, United StatesHQ checked Sep 28, 202651-200183 contacts →

Partial evidence

“Pease Bell is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceCleveland, OH, United StatesHQ checked Sep 28, 2026201-50056 contacts →

Partial evidence

“We are a broad-based accounting and tax, strategic planning, valuation and litigation advisory, professional staffing and strategic marketing firm with offices in Cleveland, Akron…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202651-20052 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202651-20047 contacts →

Indirect evidence

“With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-1014 contacts →

Indirect evidence

“Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“Reed Financial Services is an independent, true wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Financial Services”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceCleveland, OH, United StatesHQ checked Sep 28, 2026501-1,0009 contacts →

Strong evidence

“Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Since 1985, Omega Pensions, Inc, an independent consulting, administrative, and wealth management firm, has provided business owners, managers, and their advisors with…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Accounting Business Services provides a wide range of services to individuals and businesses in a variety of industries.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Zuber Gardner CPAs Inc is a full-service accounting and tax planning firm.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Our partnership was originally formed in 1946 in Cleveland, Ohio and was known as Stromberg & Associates.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“At JP Tax Service and Accounting, we are more than just numbers-we are your trusted partner in financial success.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceCleveland, MS, United StatesHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“London Oxford Tax Services is a tax planning, tax preparation, and business advisory firm providing a full range of services for individuals & businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceCleveland, OH, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 41 high net worth accounting firms based in Cleveland, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 730 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026
61.7%Verified-email coverage
28.9Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
8
51-200
3
201-500
2
501-1,000
2

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 41 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 Cleveland, 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 Cleveland 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, 730 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 in the United States

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 Cleveland, United States?

RevenueBase identified 41 high net worth accounting firms headquartered in Cleveland, 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 in the United States has the most high net worth accounting firms?

New York leads the United States with 386 headquartered companies, followed by Houston (222) and Atlanta (192). Cleveland has 41.

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 730 verified decision-maker contacts tracked across these 41 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.

Ready to reach these companies? Verified emails and direct dials for all 41 high net worth accounting firms based in Cleveland, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.