Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Bellevue, United States

RevenueBase identified 60 personal financial accounting firms headquartered in Bellevue, United States as of September 2026 and tracks 820 professional contacts across them, including 497 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Bellevue has 60.

This list covers personal financial accounting firms headquartered in Bellevue, 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 29, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
60Companies
820Contacts tracked
497Verified emails
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The 25 largest personal financial accounting firms based in Bellevue, United States

Ranked by team size
Top 25 of 60 personal financial accounting firms based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 2026201-500347 contacts →

Partial evidence

“Clark Nuber is an award-winning Certified Public Accounting firm located in the Seattle Metro Area.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5051 contacts →

Indirect evidence

“At SCS, we develop enduring relationships with our clients by providing high quality guidance.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5038 contacts →

Indirect evidence

“Rekdal Hopkins Howard supports a client base that we’ve been serving for over 20 years.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5035 contacts →

Indirect evidence

“With wealth comes a host of new challenges and complexities.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202651-20031 contacts →

Partial evidence

“CBIZ Berntson Porter is a premier Certified Public Accounting and planning firm that helps clients identify, clarify and achieve their goals.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5030 contacts →

Indirect evidence

“Hellam Varon is a full service CPA and consulting firm located in Bellevue, Washington, serving Northwest clients with local, national and international business needs.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5024 contacts →

Partial evidence

“Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5022 contacts →

Partial evidence

“Founded in 1977 and now led by Dominique (Nika) Toce as the Managing Partner, our team has expertise in a wide variety of tax and accounting matters.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“MarsJewett is the financial advisory team that treats you like family.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-1013 contacts →

Strong evidence

“If you are looking for a fusion of personal service and digital convenience for your accounting & tax service needs, look no further!”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Your dedicated fee-only Bellevue financial advisory team for your retirement, your family, and your legacy.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“A full-service accounting firm licensed in Washington, the Akopyan Group CPAs P.S.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Strong evidence

“Fortis Accounting Solutions is an accounting and financial consulting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceBellevue, United StatesHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Experience the confidence you deserve.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Since 1986, the tax advisors at Sterling Kuder have been dedicated to providing our clients with personalized service, using our experience and extensive professional networks in…”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“We are craftsmen of the financial world, and our passion is serving our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“At GDM Private Financial Solutions LLC, we believe that personalized service is the foundation of strong financial partnerships.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Our firm was built for and around our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceBellevue, WA, United StatesHQ checked Sep 29, 202611-506 contacts →

Strong evidence

“We make accounting and financial reporting uncomplicated for small business owners so you can focus on generating revenues and growing your business.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceBellevue, WA, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceBellevue, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Mercedes Accounting specializes in business advisory to Small Business clients and individuals.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 60 personal financial accounting firms based in Bellevue, United States

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

As of Sep 29, 2026
60.6%Verified-email coverage
13.7Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
13
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 60 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 personal financial 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 Bellevue, United States whose own description of what they do matches “personal financial 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 personal financial 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 personal financial accounting firms, and records with no verified work email. Companies headquartered outside Bellevue 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, 497 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 29, 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.

Personal financial 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 personal financial 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 personal financial accounting firms are there based in Bellevue, United States?

RevenueBase identified 60 personal financial accounting firms headquartered in Bellevue, 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?

Clark Nuber PS, headquartered in Bellevue, tops this list with the largest team on record.

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

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Bellevue has 60.

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 497 verified decision-maker contacts tracked across these 60 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 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 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.