Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Ann Arbor, United States

Name: Private client accounting firms based in Ann Arbor, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 29 companies tracked

RevenueBase identified 29 private client accounting firms headquartered in Ann Arbor, United States as of September 2026 and tracks 596 professional contacts across them, including 62 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Ann Arbor, 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

29Companies

596Contacts tracked

62Verified emails

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The 20 largest private client accounting firms based in Ann Arbor, United States

Ranked by team size

Top 20 of 29 private client accounting firms based in Ann Arbor, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Evangelista & AssociatesIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	11-50	27
	“Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth.” Source: company website · checked Sep 5, 2026
2	Mccomb & CompanyPartial evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	11-50	16
	“McComb & Company is a premier public accounting firm specializing in business advisory services.” Source: company website · checked Sep 5, 2026
3	Imber Wealth Advisors, INCIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	10
	“Imber Wealth Advisors is a relationship-driven firm helping good people make great decisions so they can enjoy an amazing retirement.” Source: company website · checked Sep 5, 2026
4	Loy, Hartley & CompanyIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	11-50	10
	“Local CPA firm in Ann Arbor, MI specializing in Individual, Corporate, Partnership, Estate and Trust tax preparation.” Source: company website · checked Sep 5, 2026
5	Shope Associates, LLCIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	10
	“Shope & Associates, LLC recognizes that every family’s situation is unique.” Source: company website · checked Sep 5, 2026
6	Four Financial ManagementPartial evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	10
	“At Four Financial Management, our goal is to provide a financial consulting practice that best suits the unique circumstances and objectives of our clients.” Source: company website · checked Sep 5, 2026
7	Lepper & Company, LLCStrong evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	11-50	9
	“Lepper & Company, LLC is a full-service accounting firm serving individual and business clients throughout the Michigan area, dedicated to providing our clients with professional…” Source: company website · checked Sep 5, 2026
8	Palatine Hill Wealth ManagementPartial evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	8
	“At Palatine Hill Wealth Management we have the client-and only the client-in mind.” Source: company website · checked Sep 5, 2026
9	Legacy Wealth PartnersPartial evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	5
	“We help our clients identify and achieve their financial goals and dreams.” Source: company website · checked Sep 5, 2026
10	RFC Financial PlannersIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	5
	“Comprehensive financial planning and investment management are our areas of focus.” Source: company website · checked Sep 5, 2026
11	Insight Financial PartnersPartial evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	4
	“For over 20 years, Insight Financial has been helping clients navigate important decisions.” Source: company website · checked Sep 5, 2026
12	Lakewood Wealth ManagementIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Lakewood Wealth, we understand that achieving your financial goals requires more than just wishful thinking – it demands thoughtful planning, expert insight, and a dedicated…” Source: company website · checked Sep 5, 2026
13	Cypress Capital Wealth ManagementIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	4
	“Cypress Capital Wealth Management was created after a long history of working with some of the most comprehensive family offices in the world and is now offering its suite of…” Source: company website · checked Sep 5, 2026
14	Darden Wealth GroupIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	3
	“At Darden Wealth Group, we understand the unique challenges and opportunities that business owners face when it comes to managing their wealth.” Source: company website · checked Sep 5, 2026
15	A NEW Path FinancialIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	3
	“At New Path Financial we help you navigate your own financial life path.” Source: company website · checked Sep 5, 2026
16	Pilot Wealth ManagementIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	3
	“Pilot Wealth Management is a fee-based only financial advisory and investment management firm that has a vision of being a leading provider of wealth management.” Source: company website · checked Sep 5, 2026
17	Wolverine TAX And FinancialIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	11-50	1
	“Wolverine Tax and Financial offers a rare blend of tax and financial expertise.” Source: company website · checked Sep 5, 2026
18	Taxwise CPAIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	1
	“Taxwise CPA helps professionals and business owners reduce taxes, improve cash flow, and plan strategically for growth.” Source: company website · checked Sep 5, 2026
19	Parros Financial GroupIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	1
	“What distinguishes our service at Parros Financial Group is our personal emphasis.” Source: company website · checked Sep 5, 2026
20	Bbta TAX AdvisorsIndirect evidence	Ann Arbor, MI, United StatesHQ checked Sep 5, 2026	1-10	1
	“WHY CHOOSE BBTA?” Source: company website · checked Sep 5, 2026

Showing 20 of 29 private client accounting firms based in Ann Arbor, United States

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Private client accounting firms based in Ann Arbor, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Ann Arbor, over 29 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 private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Ann Arbor, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Ann Arbor 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 an evidence 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, 62 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Ann Arbor, United States?

RevenueBase identified 29 private client accounting firms headquartered in Ann Arbor, 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?

Evangelista & Associates, headquartered in Ann Arbor, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 62 verified decision-maker contacts tracked across these 29 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 5, 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.