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.

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
73Companies
954Contacts tracked
587Verified emails
Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 25 of 73 high net worth accounting firms based in Portland, 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 evidencePortland, OR, United StatesHQ checked Sep 28, 2026201-500410 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, 2026
2Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 202651-20070 contacts →

Indirect evidence

“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 202611-5046 contacts →

Indirect evidence

“Confidence in Knowing.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5038 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, 2026
5Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 202611-5035 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, 2026
6Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5029 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5025 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, 2026
8Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 202651-20015 contacts →

Indirect evidence

“We are the “new kids on the block”.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 202611-5014 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, 2026
10Partial evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5011 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, 2026
11Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-109 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, 2026
12Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 202611-508 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, 2026
13Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-108 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, 2026
14Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-108 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, 2026
15Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidencePortland, ME, United StatesHQ checked Sep 28, 20261-107 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, 2026
17Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“We're not just advisors - we're integral partners in our clients' businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Financial Success Means More Than Just Great Investments!”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidencePortland, ME, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Your interests.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-106 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, 2026
21Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Welcome to iTi Financial Services LLC, a comprehensive source for Taxes, Insurance and Financial Services.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Helping you, down your path, for your tax and financial accounting needs.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidencePortland, OR, United StatesHQ checked Sep 28, 20261-105 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, 2026
24Partial evidencePortland, OR, United StatesHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidencePortland, OR, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 73 high net worth accounting firms based in Portland, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 587 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026
61.5%Verified-email coverage
13.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
19
51-200
3
201-500
2

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

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.

Ready to reach these companies? Verified emails and direct dials for all 73 high net worth accounting firms based in Portland, 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.