Company lists · Data refreshed September 2026
Top 25 High net worth accounting firms based in Portland, United States
RevenueBase identified 73 high net worth accounting firms headquartered in Portland, United States as of September 2026 and tracks 954 professional contacts across them, including 587 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Portland has 73.
This list covers high net worth accounting firms headquartered in Portland, 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.
The 25 largest high net worth accounting firms based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 410 contacts → | ||||
Indirect evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 70 contacts → | ||||
Indirect evidence “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 contacts → | ||||
Indirect evidence “Confidence in Knowing.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Strong evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Indirect evidence “The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 25 contacts → | ||||
Partial evidence “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Indirect evidence “We are the “new kids on the block”.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Partial evidence “Located in the beautiful City of Roses, Portland, OR, Top Kohlbush & Hoem has been successfully serving the tax and accounting needs of clients for over 35 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “Caress Law, PC advises clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Strong evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “We're not just advisors - we're integral partners in our clients' businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “A passion for business and entrepreneurialism has led the founding partner, Robert Curtis CPA, to pursue a career in public accounting.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “Welcome to iTi Financial Services LLC, a comprehensive source for Taxes, Insurance and Financial Services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “Helping you, down your path, for your tax and financial accounting needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Partial evidence “We have the experience to guide you in all accounting and finance matters, yet we are small enough to give you the undivided attention and care you deserve.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Partial evidence “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence “IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 73 high net worth accounting firms based in Portland, United States
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High net worth accounting firms based in Portland, 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 Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 73 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 Portland, 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 Portland 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, 587 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
- High net worth accounting firms in New York386
- 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 Seattle68
- 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 St Louis33
- 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 Beverly Hills25
- 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 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 Portland, United States?
RevenueBase identified 73 high net worth accounting firms headquartered in Portland, 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?
Aldrich, headquartered in Portland, 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). Portland has 73.
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 587 verified decision-maker contacts tracked across these 73 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.
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