Company lists · Data refreshed October 2026

Top 25 Investment club accounting services based in the United States

RevenueBase identified 83 company matches for investment club accounting services associated with the United States as of October 2026 and tracks 291 professional contacts across them, including 83 with verified work emails. New York is the largest hub.

This list covers company matches for investment club accounting services 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 October 22, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built
83Companies
291Contacts tracked
83Verified emails
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The 25 largest investment club accounting services based in the United States

Ranked by team size
Top 25 of 83 company matches for investment club accounting services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTemecula, CA, United StatesHQ recorded Oct 22, 20261-1026 contacts →

Exact match

“Full Service Accounting/Tax/Investment Advisor”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchPittsburgh, PA, United StatesHQ recorded Oct 22, 202611-5024 contacts →

Exact match

“Accounting and consulting services for real estate investors”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3Exact matchCataula, GA, United StatesHQ recorded Oct 22, 20261-1011 contacts →

Exact match

“Cedar Hill CPAs & Advisors is licensed in GA and specializes in Accounting.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchCoraopolis, PA, United StatesHQ recorded Oct 22, 202611-5010 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5Exact matchVancouver, WA, United StatesHQ recorded Oct 22, 20261-108 contacts →

Exact match

“Blackbird Accounting, PLLC was born out of a passion to help small business owners succeed.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchSt, United StatesHQ recorded Oct 22, 20261-108 contacts →

Exact match

“National Income Tax and Accounting”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchFall River, MA, United StatesHQ recorded Oct 22, 20261-106 contacts →

Exact match

“Proudly providing Accounting, Tax and Financial Services for individuals and small businesses in the southeastern Massachusetts and Rhode Island area since 1982.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-506 contacts →

Exact match

“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchCoconut Grove, FL, United StatesHQ recorded Oct 22, 20261-105 contacts →

Exact match

“Douglas N.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchWellington, FL, United StatesHQ recorded Oct 22, 20261-105 contacts →

Exact match

“We provide fractional CFO services to the club and association industries.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchNew York, FL, United StatesHQ recorded Oct 22, 20261-105 contacts →

Exact match

“Blue Ribbon CFOs offers a full-suite of accounting and finance solutions for investment managers.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchValencia, CA, United StatesHQ recorded Oct 22, 20261-104 contacts →

Exact match

“We are a full-service Accounting firm licensed in CA.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchMiami, FL, United StatesHQ recorded Oct 22, 2026201-5004 contacts →

Exact match

“Empresa de asesoramiento financiero y contabilidad para particulares y empresas”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchChelan, WA, United StatesHQ recorded Oct 22, 20261-103 contacts →

Exact match

“Chelan Valley CPAs is licensed in WA and specializes in Accounting.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15Exact matchSouth Miami, FL, United StatesHQ recorded Oct 22, 20261-103 contacts →

Exact match

“Since 1986, Viteri Financial Corporation (VFC) provides quality financial and accounting services for individuals and business enterprises.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16Exact matchGrand Rapids, MI, United StatesHQ recorded Oct 22, 20261-103 contacts →

Exact match

“At 45 North Accounting, our services are custom-built to meet the unique needs of your business.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17Exact matchTucker, GA, United StatesHQ recorded Oct 22, 20261-103 contacts →

Exact match

“Our services encompass every aspect of financial life.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18Exact matchAnaheim, CA, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“Cedar Rose Consulting is an Orange County based company that handles accounting services for all types of individuals and businesses.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19Exact matchNew Brockton, AL, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“We provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks®…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20Exact matchMinneapolis, MN, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“Our services include nearly every aspect of financial life.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21Exact matchBeverly Hills, CA, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“MMF ACCOUNTING SERVICES LLC is a company based out of 9903 SANTA MONICA BLVD #645, BEVERLY HILLS, California, United States.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22Exact matchWoodstock, GA, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“Accounting Services for Insurance Agents.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23Exact matchAlexandria, VA, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“Accounting and Tax Services for Individuals and Small Businesses You will find all what you need for all your bookkeeping needs.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24Exact matchGlendale, CA, United StatesHQ recorded Oct 22, 20261-102 contacts →

Exact match

“At Russ & Allcroft, we provide a comprehensive array of accounting and financial services for individuals and business owners.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25Exact matchNorth Miami, FL, United StatesHQ recorded Oct 22, 202611-501 contacts →

Exact match

“Empresa de asesoramiento financiero y contabilidad para particulares y empresas”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 25 of 83 investment club accounting services based in the United States

See the full list, filter by size, metro and specialty, and access 83 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment club accounting services based in the United States at a glance

As of Oct 22, 2026
28.5%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
4.8%Largest-city concentration · New York
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
17
201-500
1

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 83 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 club accounting services” 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 83 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 October 22, 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.

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 club accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment club accounting services are there based in the United States?

RevenueBase identified 83 company matches for investment club accounting services associated with the United States as of October 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?

Financial Accounting Services, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment club accounting services?

New York leads with 4 company records, followed by Miami (3) and Dallas (2).

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 83 professional contacts with verified work emails tracked across these 83 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 October 22, 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 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.