Company lists · Data refreshed September 2026
Top 25 Investment accounting firms based in the United States
RevenueBase identified 1,686 company matches for investment accounting firms associated with the United States as of September 2026 and tracks 21,858 professional contacts across them, including 10,870 with verified work emails. New York is the largest hub.
This list covers company matches for investment accounting firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 investment accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 877 contacts → | ||||
Exact match “HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 641 contacts → | ||||
Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 574 contacts → | ||||
Exact match “775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 282 contacts → | ||||
Exact match “Listen, then advise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 281 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 261 contacts → | ||||
Exact match “Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 259 contacts → | ||||
Exact match “WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 250 contacts → | ||||
Exact match “AGM's brokerage team is now a part of Lee & Associates.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 240 contacts → | ||||
Exact match “We are a full-service Accounting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 231 contacts → | ||||
Exact match “Thomas, Judy and Tucker, P.A.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 223 contacts → | ||||
Exact match “Lauterbach & Amen, LLP (L&A), established in 1997 by partners Sherry Lauterbach and Ron Amen, is a reputable public accounting firm known for its unwavering dedication to quality…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 220 contacts → | ||||
Exact match “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 209 contacts → | ||||
Exact match “Frost PLLC specializes in Family Businesses, Food and Agriculture, Construction and Real Estate, Business Valuation and Litigation Support, Manufacturing, Public Companies…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 207 contacts → | ||||
Exact match “LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 200 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 191 contacts → | ||||
Exact match “Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 175 contacts → | ||||
Exact match “Advisory and accountancy for today’s small- to mid-market businesses offering solutions for tax and assurance compliance, business performance, valuation, IRS disputes &…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 172 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 158 contacts → | ||||
Exact match “EFPR, a Springline company, is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 157 contacts → | ||||
Exact match “Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 152 contacts → | ||||
Exact match “You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 151 contacts → | ||||
Exact match “Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 144 contacts → | ||||
Exact match “Boyer & Ritter's sound reputation as a high-quality, high-value regional accounting firm is upheld by our team of dedicated professionals and our client-oriented philosophy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 142 contacts → | ||||
Exact match “Pattillo, Brown & Hill, L.L.P has been pace setter within the Waco, Texas community since its inauguration in 1923 and continues to be one of the oldest and most respected…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 142 contacts → | ||||
Exact match “Filing for tax, ensuring financial stability, safeguarding from fraud, valuing your business for sale or litigation, complying with regulations, and managing investments and the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,686 investment accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 10,870 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment accounting firms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,686 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “investment accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 10,870 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Investment accounting firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment accounting firms are there based in the United States?
RevenueBase identified 1,686 company matches for investment accounting firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
HCVT tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment accounting firms?
New York leads with 62 company records, followed by Houston (33) and Atlanta (23).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 10,870 professional contacts with verified work emails tracked across these 1,686 companies; direct dials are available where recorded.
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 1,686 investment accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Investment accounting firms by geography
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa
- Investment accounting firms based in Stockholm, Sweden
- Investment accounting firms based in Dubai, United Arab Emirates
- Investment accounting firms based in London, United Kingdom
- Investment accounting firms based in Houston, United States
- Investment accounting firms based in New York, United States
- Investment accounting firms based in Australia
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa
Company intelligence · public preview
Top 25 investment accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,686 matching company records for investment accounting firms based in the United States, with 21,858 tracked contacts and 10,870 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  HCVThcvt.comHQ: Los Angeles, CA, United StatesReported employees: 501-1,000 | Los Angeles, CA, United States | 501-1,000 | Exact match | 877 contacts → |
“HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  HBK Cpas & Consultantshbkcpa.comHQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ultimus Fund Solutionsultimusfundsolutions.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Miller Kaplanmillerkaplan.comHQ: Burbank, CA, United StatesReported employees: 201-500 | Burbank, CA, United States | 201-500 | Exact match | 282 contacts → |
“Listen, then advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Gursey Schneider LLPgursey.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 261 contacts → |
“Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Williamsmarstonwilliamsmarston.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 259 contacts → |
“WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.comHQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SK Enterprisesskeusa.comHQ: Artesia, CA, United StatesReported employees: Not recorded | Artesia, CA, United States | Not recorded | Exact match | 240 contacts → |
“We are a full-service Accounting firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  TJTtjtpa.comHQ: Raleigh, NC, United StatesReported employees: 201-500 | Raleigh, NC, United States | 201-500 | Exact match | 231 contacts → |
“Thomas, Judy and Tucker, P.A.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lauterbach & Amenlauterbachamen.comHQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 223 contacts → |
“Lauterbach & Amen, LLP (L&A), established in 1997 by partners Sherry Lauterbach and Ron Amen, is a reputable public accounting firm known for its unwavering dedication to quality…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Frost, Pllcfrostpllc.comHQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 209 contacts → |
“Frost PLLC specializes in Family Businesses, Food and Agriculture, Construction and Real Estate, Business Valuation and Litigation Support, Manufacturing, Public Companies…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lga, LLPlga.cpaHQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 207 contacts → |
“LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Harding, Shymanski & Company, P.S.Chsccpa.comHQ: Evansville, IN, United StatesReported employees: 51-200 | Evansville, IN, United States | 51-200 | Exact match | 200 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Porte Brown LLCportebrown.comHQ: Elk Grove Village, IL, United StatesReported employees: 51-200 | Elk Grove Village, IL, United States | 51-200 | Exact match | 191 contacts → |
“Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Brady Ware & Companybradyware.comHQ: Miamisburg, OH, United StatesReported employees: 51-200 | Miamisburg, OH, United States | 51-200 | Exact match | 175 contacts → |
“Advisory and accountancy for today’s small- to mid-market businesses offering solutions for tax and assurance compliance, business performance, valuation, IRS disputes &…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wilkinguttenplanwgcpas.comHQ: East Brunswick, NJ, United StatesReported employees: 51-200 | East Brunswick, NJ, United States | 51-200 | Exact match | 172 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Efpr, A Springline Companyefpradvisory.comHQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 158 contacts → |
“EFPR, a Springline company, is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Melton & Melton, LLPmelton-melton.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 157 contacts → |
“Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Kerkering Barberiokbgrp.comHQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 152 contacts → |
“You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lumsden Mccormick CPAlumsdencpa.comHQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 151 contacts → |
“Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Boyer & Ritter LLCcpabr.comHQ: Camp Hill, PA, United StatesReported employees: 51-200 | Camp Hill, PA, United States | 51-200 | Exact match | 144 contacts → |
“Boyer & Ritter's sound reputation as a high-quality, high-value regional accounting firm is upheld by our team of dedicated professionals and our client-oriented philosophy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Pattillo, Brown & Hill, LLPpbhcpa.comHQ: Waco, TX, United StatesReported employees: 51-200 | Waco, TX, United States | 51-200 | Exact match | 142 contacts → |
“Pattillo, Brown & Hill, L.L.P has been pace setter within the Waco, Texas community since its inauguration in 1923 and continues to be one of the oldest and most respected…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  BST & Co. Cpas, LLPbstco.comHQ: Latham, NY, United StatesReported employees: 51-200 | Latham, NY, United States | 51-200 | Exact match | 142 contacts → |
“Filing for tax, ensuring financial stability, safeguarding from fraud, valuing your business for sale or litigation, complying with regulations, and managing investments and the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,686 company matches
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Investment accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,680 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,686 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment accounting firms by metro
Questions about this company list
What does Exact match mean for investment accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment accounting firms did RevenueBase find based in the United States?
The saved snapshot records 1,686 matching company records, 21,858 tracked contacts and 10,870 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment accounting firms by geography
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa
- Investment accounting firms based in Stockholm, Sweden
- Investment accounting firms based in Dubai, United Arab Emirates
- Investment accounting firms based in London, United Kingdom
- Investment accounting firms based in Houston, United States
- Investment accounting firms based in New York, United States
- Investment accounting firms based in Australia
Cite this list
RevenueBase Data Team. Top 25 investment accounting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa
Company intelligence · public preview
Top 25 investment accounting firms based in the United States
RevenueBase records 1,686 matching company records for investment accounting firms based in the United States, with 21,858 tracked contacts and 10,870 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HCVThcvt.com HQ: Los Angeles, CA, United StatesReported employees: 501-1,000 | Los Angeles, CA, United States | 501-1,000 | Exact match | 877 contacts → |
“HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HBK Cpas & Consultantshbkcpa.com HQ: Canfield, OH, United StatesReported employees: 501-1,000 | Canfield, OH, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ultimus Fund Solutionsultimusfundsolutions.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Miller Kaplanmillerkaplan.com HQ: Burbank, CA, United StatesReported employees: 201-500 | Burbank, CA, United States | 201-500 | Exact match | 282 contacts → |
“Listen, then advise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Gursey Schneider LLPgursey.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 261 contacts → |
“Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Williamsmarstonwilliamsmarston.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 259 contacts → |
“WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.com HQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SK Enterprisesskeusa.com HQ: Artesia, CA, United StatesReported employees: Not recorded | Artesia, CA, United States | Not recorded | Exact match | 240 contacts → |
“We are a full-service Accounting firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TJTtjtpa.com HQ: Raleigh, NC, United StatesReported employees: 201-500 | Raleigh, NC, United States | 201-500 | Exact match | 231 contacts → |
“Thomas, Judy and Tucker, P.A.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lauterbach & Amenlauterbachamen.com HQ: Naperville, IL, United StatesReported employees: 201-500 | Naperville, IL, United States | 201-500 | Exact match | 223 contacts → |
“Lauterbach & Amen, LLP (L&A), established in 1997 by partners Sherry Lauterbach and Ron Amen, is a reputable public accounting firm known for its unwavering dedication to quality…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Frost, Pllcfrostpllc.com HQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 209 contacts → |
“Frost PLLC specializes in Family Businesses, Food and Agriculture, Construction and Real Estate, Business Valuation and Litigation Support, Manufacturing, Public Companies…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lga, LLPlga.cpa HQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 207 contacts → |
“LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Harding, Shymanski & Company, P.S.Chsccpa.com HQ: Evansville, IN, United StatesReported employees: 51-200 | Evansville, IN, United States | 51-200 | Exact match | 200 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Porte Brown LLCportebrown.com HQ: Elk Grove Village, IL, United StatesReported employees: 51-200 | Elk Grove Village, IL, United States | 51-200 | Exact match | 191 contacts → |
“Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Brady Ware & Companybradyware.com HQ: Miamisburg, OH, United StatesReported employees: 51-200 | Miamisburg, OH, United States | 51-200 | Exact match | 175 contacts → |
“Advisory and accountancy for today’s small- to mid-market businesses offering solutions for tax and assurance compliance, business performance, valuation, IRS disputes &…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wilkinguttenplanwgcpas.com HQ: East Brunswick, NJ, United StatesReported employees: 51-200 | East Brunswick, NJ, United States | 51-200 | Exact match | 172 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Efpr, A Springline Companyefpradvisory.com HQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 158 contacts → |
“EFPR, a Springline company, is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Melton & Melton, LLPmelton-melton.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 157 contacts → |
“Melton & Melton is an independent, Houston-based public accounting firm with diverse audit, tax and client accounting practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Kerkering Barberiokbgrp.com HQ: Sarasota, FL, United StatesReported employees: 51-200 | Sarasota, FL, United States | 51-200 | Exact match | 152 contacts → |
“You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lumsden Mccormick CPAlumsdencpa.com HQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 151 contacts → |
“Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Boyer & Ritter LLCcpabr.com HQ: Camp Hill, PA, United StatesReported employees: 51-200 | Camp Hill, PA, United States | 51-200 | Exact match | 144 contacts → |
“Boyer & Ritter's sound reputation as a high-quality, high-value regional accounting firm is upheld by our team of dedicated professionals and our client-oriented philosophy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Pattillo, Brown & Hill, LLPpbhcpa.com HQ: Waco, TX, United StatesReported employees: 51-200 | Waco, TX, United States | 51-200 | Exact match | 142 contacts → |
“Pattillo, Brown & Hill, L.L.P has been pace setter within the Waco, Texas community since its inauguration in 1923 and continues to be one of the oldest and most respected…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BST & Co. Cpas, LLPbstco.com HQ: Latham, NY, United StatesReported employees: 51-200 | Latham, NY, United States | 51-200 | Exact match | 142 contacts → |
“Filing for tax, ensuring financial stability, safeguarding from fraud, valuing your business for sale or litigation, complying with regulations, and managing investments and the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,686 company matches
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Investment accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,680 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,686 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment accounting firms by metro
Questions about this company list
What does Exact match mean for investment accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment accounting firms did RevenueBase find based in the United States?
The saved snapshot records 1,686 matching company records, 21,858 tracked contacts and 10,870 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment accounting firms by geography
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa
- Investment accounting firms based in Stockholm, Sweden
- Investment accounting firms based in Dubai, United Arab Emirates
- Investment accounting firms based in London, United Kingdom
- Investment accounting firms based in Houston, United States
- Investment accounting firms based in New York, United States
- Investment accounting firms based in Australia
Cite this list
RevenueBase Data Team. Top 25 investment accounting firms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- New lists
- Investment accounting firms based in Sao Paulo, Brazil
- Investment accounting firms based in Toronto, Canada
- Investment accounting firms based in Paris, France
- Investment accounting firms based in Mumbai, India
- Investment accounting firms based in New Delhi, India
- Investment accounting firms based in Johannesburg, South Africa