Company lists · Data refreshed September 2026

Top 23 Personal financial accounting firms based in Melville, United States

RevenueBase identified 43 personal financial accounting firms headquartered in Melville, United States as of September 2026 and tracks 277 professional contacts across them, including 142 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Melville has 43.

This list covers personal financial accounting firms headquartered in Melville, 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
43Companies
277Contacts tracked
142Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 23 largest personal financial accounting firms based in Melville, United States

Ranked by team size
Top 23 of 43 personal financial accounting firms based in Melville, 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
1Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-5025 contacts →

Indirect evidence

“The Wealth Alliance is a registered investment advisor.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Singer & Falk CPAs, P.C.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“Palmetto, Mollo, Molinaro & Passarello, LLP is an accounting, audit and business management firm with offices in New York City and Long Island.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 202651-20019 contacts →

Partial evidence

“For over 30 years North Ridge has been a leader in the financial services industry, serving our family of financial advisors and their thousands of clients nationwide.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“Satty, Levine & Ciacco, CPAs, P.C.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“KWEIT, MANTELL & DELUCIA, LLP is an accounting company based out of 534 BROADHOLLOW ROAD STE.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“For over 75 years, Ross Strent & Company has offered its clients the advantage of an accounting firm committed to the more than just timely and accurate service.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Driven by the belief that wealth management is really life management, we are dedicated to designing a fully-integrated, 360-degree plan for you.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“Glass & Glass CPA PC is a full-service accounting firm dedicated to providing our clients with professional, personalized tax and accounting services and guidance in a wide range…”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Founded in 2002, Professional Wealth Associates is a full-service financial planning firm committed to helping our clients navigate the waters to attain their financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“We advise.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Our focus is on educating clients, both from a personal money management standpoint and in how it impacts their taxes.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“The WZ Approach ‘Accounting Beyond the Numbers’ is more than a tagline.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Bernstein & Punturo, LLP provides a broad range of accounting, tax and consulting services for individuals and businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceMelville, NY, United StatesHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“We provide a wide range of accounting and tax services designed to help both individuals and businesses pursue their financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 202651-2003 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Q6 Group is a proactive advisory firm that is redefining financial planning for individuals, families, and businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Our Worthy Ideal is to inspire and guide entrepreneurs and professionals to protect themselves and their families from life’s uncertainties, to safeguard and grow their wealth so…”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Whether you're contemplating retirement planning, estate planning, investment strategies, or any other financial service, the first step is key.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceMelville, NY, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Insignis Financial Group LLC is a company based out of 200 Broadhollow Rd Ste 405, Melville, New York, United States.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 23 of 43 personal financial accounting firms based in Melville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 142 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 29, 2026
51.3%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
14
51-200
3

Email recency for this list is measured across the whole United States list rather than for Melville, so it is reported there. Company counts and contact totals on this page are exact for Melville, over 43 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 Melville, 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 Melville 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, 142 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 Melville, United States?

RevenueBase identified 43 personal financial accounting firms headquartered in Melville, 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?

The Wealth Alliance, headquartered in Melville, 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). Melville has 43.

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 142 verified decision-maker contacts tracked across these 43 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.

Ready to reach these companies? Verified emails and direct dials for all 43 personal financial accounting firms based in Melville, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.