Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 386 companies tracked

RevenueBase identified 386 high net worth accounting firms headquartered in New York, United States as of September 2026 and tracks 44,415 professional contacts across them, including 17,561 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers high net worth accounting firms headquartered in New York, 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

386Companies

44,415Contacts tracked

17,561Verified emails

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

Ranked by team size

Top 25 of 386 high net worth accounting firms based in New York, 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 28, 2026
2	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
3	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
4	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 28, 2026
5	Anchin	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	602 contacts →
	Indirect evidence “Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.” Source: RevenueBase Database · checked Sep 28, 2026
6	WISS	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	464 contacts →
	Partial evidence “At Wiss, we believe there’s more to accounting than just balancing the books.” Source: RevenueBase Database · checked Sep 28, 2026
7	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 28, 2026
8	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 28, 2026
9	Lenox Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Strong evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
10	Cbiz Marks Paneth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	289 contacts →
	Indirect evidence “CBIZ Marks Paneth, formerly known as Marks Paneth LLP, joined CBIZ and Mayer Hoffman McCann P.C.(MHM) in January 2022.” Source: RevenueBase Database · checked Sep 28, 2026
11	BBR Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	242 contacts →
	Indirect evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
13	Mitchell & Titus, LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Partial evidence “As the largest minority-controlled accounting firm in the United States, Mitchell Titus provides excellence in assurance, advisory and tax services to Fortune organizations…” Source: RevenueBase Database · checked Sep 28, 2026
14	Wealth Advisory Group LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Indirect evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 28, 2026
15	Wealthbridge Financial Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	95 contacts →
	Indirect evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 28, 2026
16	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 28, 2026
17	Perelson Weiner LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	90 contacts →
	Partial evidence “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Source: RevenueBase Database · checked Sep 28, 2026
18	Altfest Personal Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	67 contacts →
	Indirect evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
19	Shanholt Glassman Klein Kramer & Co. CPA	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	60 contacts →
	Indirect evidence “At Shanholt Glassman Klein Kramer & Co, we often use the term "working partner" to describe our long-standing client relationships.” Source: RevenueBase Database · checked Sep 28, 2026
20	Farkouh, Furman & Faccio LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	59 contacts →
	Indirect evidence “Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
21	Wellington Shields	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Indirect evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 28, 2026
22	Park Avenue Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Strong evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 28, 2026
23	Pioneer Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Indirect evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 28, 2026
24	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ehrenkranz Partners LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Indirect evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” 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 386 high net worth accounting firms based in New York, United States

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

As of Sep 28, 2026

39.5%Verified-email coverage

115.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

234

11-50

102

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 386 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 New York, 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 New York 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, 17,561 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 New York, United States?

RevenueBase identified 386 high net worth accounting firms headquartered in New York, 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?

Merrill Lynch, headquartered in New York, 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).

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 17,561 verified decision-maker contacts tracked across these 386 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.