Company lists · Data refreshed September 2026

Top 18 Personal financial accounting firms based in Bedford, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 28 companies tracked

RevenueBase identified 28 company matches for personal financial accounting firms associated with Bedford, United States as of September 2026 and tracks 160 professional contacts across them, including 82 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Bedford has 28.

This list covers company matches for personal financial accounting firms associated with Bedford, 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

28Companies

160Contacts tracked

82Verified emails

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The 18 largest personal financial accounting firms based in Bedford, United States

Ranked by team size

Top 18 of 28 company matches for personal financial accounting firms based in Bedford, 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	Financial Strategies Retirement Partners Fsrp	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Milestone Financial Planning, LLC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “Financial planning and investment management firm with a strong focus on lifetime tax planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Altair Group, Pllc	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	16 contacts →
	Exact match “About Us: Headquartered in New Hampshire with clients across the nation and internationally, geography is not a hurdle for Altair Group.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Harbor Group	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “Harbor Group offers multi-dimensional financial planning and wealth management services to individuals and families as well as small businesses.**The scope of the services to be…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Brophy Wealth Management, LLC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “The Brophy Wealth Management, LLC Purpose “Because Wealth does not come with instructions…” Not only do these words ring true with many of our clients, they are the driving force…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Brooks & Associates, Cpas, INC	Exact match	Bedford, MA, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “We are a CPA Firm in Bedford, MA offering a broad range of accounting and tax services for business owners, executives and independent professionals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Lifeline Financial Services, LLC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “LifeLine Financial captains fast-growing businesses nationwide in service, technology, retail, and trades.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Chadwick Financial	Exact match	Bedford, TX, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Bartley Financial Advisors, INC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We LISTEN to you to help you crystallize what’s most important, your vision-your life’s dreams.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Roadmap Wealth Management	Exact match	Bedford, TX, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We can help take the mystery out of preparing for today and tomorrow.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Cohen Investment Advisors	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Cohen Investment Advisors is an independent, registered investment advisor providing disciplined, tax-efficient investment management and integrated financial planning for…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Eagle Point Investment Advisors	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Eagle Point Investment Advisors is committed to your financial well-being.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Strategic Wealth Management, LLC	Exact match	Bedford, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Financial advisory” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Lorio Wealth Management	Exact match	Bedford, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “At Lorio Wealth Management, we believe that success begins with a plan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Huntington TAX Partners LLC	Exact match	Bedford, MA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Huntington Tax Partners LLC provides quality tax preparation, tax planning and business advisory services in the Greater Boston area.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Wright Choice Financial Group, LLC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Wright Choice Financial Group is a comprehensive financial planning office located in Bedford, New Hampshire.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Adhikari CPA Pllc	Exact match	Bedford, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “For years, Adhikari CPA, PLLC has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Solari Financial Planning, LLC	Exact match	Bedford, NH, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Solari Financial Planning is a fee-only firm guiding clients toward their unique goals-both in person and through online financial planning.” 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 18 of 28 personal financial accounting firms based in Bedford, United States

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Personal financial accounting firms based in Bedford, United States at a glance

As of Sep 29, 2026

51.2%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Bedford, so it is reported there. Company counts and contact totals on this page are exact for Bedford, over 28 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 Bedford, 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 82 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 in the United States

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 Bedford, United States?

RevenueBase identified 28 company matches for personal financial accounting firms associated with Bedford, 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?

Financial Strategies Retirement Partners Fsrp tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 443 company records, followed by Houston (290) and Atlanta (244). Bedford has 28.

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 82 professional contacts with verified work emails tracked across these 28 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.