Company lists · Data refreshed September 2026

Top 20 High net worth accounting firms based in Westlake Village, United States

RevenueBase identified 27 high net worth accounting firms headquartered in Westlake Village, United States as of September 2026 and tracks 115 professional contacts across them, including 66 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Westlake Village has 27.

This list covers high net worth accounting firms headquartered in Westlake Village, 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
27Companies
115Contacts tracked
66Verified emails
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The 20 largest high net worth accounting firms based in Westlake Village, United States

Ranked by team size
Top 20 of 27 high net worth accounting firms based in Westlake Village, 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 evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“Sparks & Company is a boutique accounting and advisory firm located in Westlake Village, CA.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“OUR STAFF includes ten certified public accountants, four bookkeepers and three administrative assistants.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Kenneth E.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and Greater Los Angeles area…”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“We work closely with high net worth individuals and their closely-held businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We are a CPA firm experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“At Ascent Wealth Management it's about YOU!”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 2026201-5002 contacts →

Indirect evidence

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Certified Public Accountants, serving Westlake Village, Thousand Oaks, Los Angeles and surrounding areas.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Bringing Clarity to Complex Financial Decisions | Managing wealth shouldn't feel fragmented.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Amodio Wealth Advisors was founded with the vision for a boutique wealth management firm that provides truly personalized, comprehensive advisory services to its clients.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“At Mark D Reader CPA, we deliver Big Four accounting firm experience with small firm attention.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We use a comprehensive process to help our clients address each of their top concerns: making decisions about their money, mitigating taxes, taking care of their heirs and making…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 27 high net worth accounting firms based in Westlake Village, United States

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

As of Sep 28, 2026
57.4%Verified-email coverage
4.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
6
201-500
1

Email recency for this list is measured across the whole United States list rather than for Westlake Village, so it is reported there. Company counts and contact totals on this page are exact for Westlake Village, over 27 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 Westlake Village, 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 Westlake Village 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, 66 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 Westlake Village, United States?

RevenueBase identified 27 high net worth accounting firms headquartered in Westlake Village, 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?

Manchester Financial, headquartered in Westlake Village, 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). Westlake Village has 27.

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 66 verified decision-maker contacts tracked across these 27 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.