Company lists · Data refreshed September 2026
Top 24 Investment accounting firms based in New York, United States
RevenueBase identified 61 investment accounting firms headquartered in New York, United States as of September 2026 and tracks 695 professional contacts across them, including 357 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers investment accounting firms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 24 largest investment accounting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 110 contacts → | ||||
Strong evidence “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 75 contacts → | ||||
Partial evidence “Fasten Halberstam LLP is a full service accounting firm offering a broad range of services for a diversified clientele representing a variety of industries.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 68 contacts → | ||||
Partial evidence “Our firm was created to meet the unique needs of nonprofit organizations and their missions and we have concentrated our accounting and auditing practice exclusively in the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Partial evidence “Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24 contacts → | ||||
Indirect evidence “Spielman Koenigsberg & Parker has grown to become today’s firm with global reach while continuing its more than half a century commitment to extraordinary client service.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Indirect evidence “ACI is the leading provider of FinOp and regulatory reporting services for U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Indirect evidence “PhalanxFS provides hedge funds, fund of funds and private equity funds with an efficient and high quality solution in the preparation of their financial statements.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Partial evidence “A Trusted Accounting and Tax Advisor for Nearly 100 Years At LHF, we know that businesses are at the heart of our community.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Indirect evidence “Pluris provides valuation advisory services to clients world-wide, as well as daily marks services for high-volume clients and large institutions and portfolios.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Indirect evidence “Ventura Fund Services is a U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Indirect evidence “A member of the of American Institute of Certified Public Accountants and of the New York State Society of Certified Public Accountants, Ivan Gittardi CPA LLC is a professional…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Our NYC accountants serve a broad cross section of businesses, ranging from publicly held companies, to private sector businesses, to individual entrepreneurs throughout the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Adelman Katz & Mond LLP is a business and financial management company and accounting firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “Formed in 2008 and headquartered in New York City, EAFS provides independent full-service accounting and fund administration to onshore and offshore hedge and private equity…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “MBS Accounting Technology & Advisory (MBSATA) provides an extensive range of accounting services to businesses and high net worth individuals using the most advanced tools in…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Public accounting firm providing accounting, tax and business consulting services to our clients in a variety of industries.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “We at Barrier Crest focus on our clients' success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Strong evidence “Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “At Sigma Valuation Consulting, business valuation is our primary focus.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Partial evidence “Flagship supports investment managers through all stages of growth with impactful, fractional financial management expertise and full-suite back-office support.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Accounting, Financial, and Consulting Services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial evidence “Talbert & Talbert LLC founded in 1988 is a full service international tax and accounting firm offering tax & accounting, auditing, financial management, family office…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence 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: investment 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 investment accounting firms.
- Partial evidence
- Its own public description names part of investment accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment 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 24 of 61 investment accounting firms based in New York, United States
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Investment accounting firms based in New York, 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 61 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 investment accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in New York, United States whose own description of what they do matches “investment 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 investment 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 investment accounting firms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 357 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.
Investment 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 investment 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 investment accounting firms are there based in New York, United States?
RevenueBase identified 61 investment accounting firms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
DFP Partners, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most investment accounting firms?
New York leads the United States with 61 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 357 verified decision-maker contacts tracked across these 61 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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