Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 434 companies tracked

RevenueBase identified 434 company matches for personal financial accounting firms associated with New York, United States as of September 2026 and tracks 41,138 professional contacts across them, including 15,096 with verified work emails. Across the United States, New York is the largest hub for this category.

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

434Companies

41,138Contacts tracked

15,096Verified emails

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The 25 largest personal financial accounting firms based in New York, United States

Ranked by team size

Top 25 of 434 company matches for personal financial accounting firms based in New York, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Prager Metis Cpas	Exact match	New York, United StatesHQ recorded Sep 29, 2026	201-500	467 contacts →
	Exact match “Prager Metis CPAs is an independent, full service, public accounting and consulting firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Berdon	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	201-500	217 contacts →
	Exact match “Berdon” is the brand name under which Berdon LLP, a licensed independent CPA firm, and Berdon Advisors LLC serve clients’ business needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	DDK	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	133 contacts →
	Exact match “DDK is dedicated to being more than a CPA firm that focuses solely on minimizing taxes, avoiding penalties, and preparing financial statements.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	90 contacts →
	Exact match “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	George Dimov, CPA	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	90 contacts →
	Exact match “About us- United States Certified Public Accountant with IRS e-file - Registered IRS Tax Preparer with valid PTIN for all 50 states - 10+ years experience in accounting - 5 star…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Ellevest	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	77 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	67 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	51 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Nyctaxguys, INC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	n/a	42 contacts →
	Exact match “We provide individuals and small businesses with professional accounting services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Caroprese & Company	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	31 contacts →
	Exact match “Caroprese & Company is a strategic certified public accounting firm delivering tailored accounting, tax, advisory, and business process outsourcing solutions that help businesses…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Leshkowitz & Company, LLP	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	31 contacts →
	Exact match “Leshkowitz & Company, LLP is a medium size public accounting firm with offices in downtown Manhattan and Lakewood, N.J.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Rogoff & Company, PC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	29 contacts →
	Exact match “Rogoff & Company, P.C, is a New York City based Certified Public Accounting firm which traces its origins to Rogoff & Chanin, a firm founded in 1946.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Spielman Koenigsberg & Parker, LLP Combined With Eisneramper February 2024	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	24 contacts →
	Exact match “Spielman Koenigsberg & Parker has grown to become today’s firm with global reach while continuing its more than half a century commitment to extraordinary client service.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Schulman Lobel LLP	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	23 contacts →
	Exact match “Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	20 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Braj Aggarwal, Cpa, P.C	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “Braj Aggarwal, CPA, P.C is a leading CPA and public accounting and tax consulting firm in new york that provides tax, assurance, bookkeeping, accounting, payroll, and advisory…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Fola Financial LLC	Exact match	New York, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “FOLA Financial provides expert professional services and financial education to generational wealth creators.” 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 434 personal financial accounting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 15,096 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

36.7%Verified-email coverage

94.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

291

11-50

110

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 434 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 New York, 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 15,096 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 New York, United States?

RevenueBase identified 434 company matches for personal financial accounting firms associated with New York, 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?

Merrill Lynch 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).

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 15,096 professional contacts with verified work emails tracked across these 434 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.