Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in the United States

Name: Personal financial accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 22,947 companies tracked

RevenueBase identified 22,947 company matches for personal financial accounting firms associated with the United States as of September 2026 and tracks 218,952 professional contacts across them, including 88,702 with verified work emails. New York is the largest hub.

This list covers company matches for personal financial 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 29, 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 Sep 29, 2026 How this list was built

22,947Companies

218,952Contacts tracked

88,702Verified emails

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The 25 largest personal financial accounting firms based in the United States

Ranked by team size

Top 25 of 22,947 company matches for personal financial accounting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 29, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 29, 2026	51-200	201 contacts →
	Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Moore Beauston & Woodham LLC Cpas	Exact match	North Charleston, SC, United StatesHQ recorded Sep 29, 2026	51-200	90 contacts →
	Exact match “At Moore Beauston Woodham, we provide a comprehensive set of services for companies and individuals seeking financial planning, problem-solving, audit services and tax preparation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Acuity Accounting	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	89 contacts →
	Exact match “Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Williams & Company PC	Exact match	Sioux City, IA, United StatesHQ recorded Sep 29, 2026	51-200	80 contacts →
	Exact match “Williams & Company PC is a major regional firm in the Midwest offering a wide range of public accounting services to businesses, individuals, not-for-profits and governmental…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	SST Accountants & Consultants	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	74 contacts →
	Exact match “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Rudler,psc	Exact match	Fort Wright, KY, United StatesHQ recorded Sep 29, 2026	51-200	73 contacts →
	Exact match “Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	VESTA	Exact match	Fond Du Lac, WI, United StatesHQ recorded Sep 29, 2026	11-50	70 contacts →
	Exact match “Vesta is a CPA-led, professional service firm where an inspired team places clients first.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Procyon	Exact match	Shelton, CT, United StatesHQ recorded Sep 29, 2026	51-200	69 contacts →
	Exact match “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Brown Armstrong Cpas	Exact match	Bakersfield, CA, United StatesHQ recorded Sep 29, 2026	51-200	67 contacts →
	Exact match “As accountants, we know the importance of numbers, but we’re also smart enough to know that there is more to managing your financials than that.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Widmer Roel	Exact match	Fargo, ND, United StatesHQ recorded Sep 29, 2026	11-50	63 contacts →
	Exact match “Widmer Roel is a professional corporation of certified public accountants located in Fargo, North Dakota.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Weinlander Fitzhugh Cpas	Exact match	Bay City, MI, United StatesHQ recorded Sep 29, 2026	51-200	63 contacts →
	Exact match “Opening its doors in 1944, Weinlander Fitzhugh is a full-service accounting and financial consulting firm with locations in Bay City, Clare, Gladwin and West Branch, Michigan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Sterling Financial Group	Exact match	Sparta, NJ, United StatesHQ recorded Sep 29, 2026	51-200	56 contacts →
	Exact match “financial firm” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Heritage Financial Services, LLC	Exact match	Westwood, MA, United StatesHQ recorded Sep 29, 2026	11-50	53 contacts →
	Exact match “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Bt&co., P.A	Exact match	Topeka, KS, United StatesHQ recorded Sep 29, 2026	51-200	51 contacts →
	Exact match “Founded in 1913, BT & Co, P.A.(BT & Co.) has grown to become one of the largest independent public accounting firms in Northeast Kansas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Acru Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 29, 2026	11-50	50 contacts →
	Exact match “Accounting delivered: accurately, stress-free, with excellence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Insight Accounting Group PC	Exact match	Goshen, IN, United StatesHQ recorded Sep 29, 2026	11-50	49 contacts →
	Exact match “What is Insight?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Oliver, Rainey & Wojtek, LLP	Exact match	San Angelo, TX, United StatesHQ recorded Sep 29, 2026	11-50	48 contacts →
	Exact match “Established in 1979, Oliver, Rainey, & Wojtek is a medium-sized, local professional accounting firm with locations in San Angelo and Burnet, Texas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Drake & Associates, LLC	Exact match	Waukesha, WI, United StatesHQ recorded Sep 29, 2026	11-50	48 contacts →
	Exact match “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	The Accounting LAB	Exact match	Knoxville, TN, United StatesHQ recorded Sep 29, 2026	51-200	48 contacts →
	Exact match “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Heffler, Radetich & Saitta LLP	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 29, 2026	11-50	47 contacts →
	Exact match “Heffler, Radetich & Saitta LLP, is a full-service certified public accounting and consulting firm, serving a nationwide clientele comprised of high net worth individuals…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 29, 2026	51-200	45 contacts →
	Exact match “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	L&m Wealth Management	Exact match	Amherst, NY, United StatesHQ recorded Sep 29, 2026	11-50	43 contacts →
	Exact match “L&M specializes in financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Whaley Hammonds, P.C	Exact match	Mcdonough, GA, United StatesHQ recorded Sep 29, 2026	11-50	42 contacts →
	Exact match “As highly credentialed CPAs, we are your trusted advisor, your go-to source for solutions, your confidant, advocate and partner.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Pasquesi Sheppard LLC	Exact match	Lake Forest, IL, United StatesHQ recorded Sep 29, 2026	11-50	41 contacts →
	Exact match “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded in the RevenueBase company graph · Sep 29, 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 “personal financial 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 22,947 personal financial accounting firms based in the United States

See the full list, filter by size, metro and specialty, and access 88,702 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial accounting firms based in the United States at a glance

As of Sep 29, 2026

40.5%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

17,058

11-50

4,935

51-200

692

201-500

103

501-1,000

1,001-5,000

5,001-10,000

10001+

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 22,947 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 “personal financial 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 88,702 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 29, 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.

Personal financial 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 “personal financial accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial accounting firms are there based in the United States?

RevenueBase identified 22,947 company matches for personal financial 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?

MAI Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most personal financial accounting firms?

New York leads with 443 company records, followed by Houston (290) and Atlanta (244).

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 88,702 professional contacts with verified work emails tracked across these 22,947 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 29, 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.