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Company lists · Data refreshed September 2026

Top 18 Private client accounting firms based in Beachwood, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 26 companies tracked

RevenueBase identified 26 private client accounting firms headquartered in Beachwood, United States as of September 2026 and tracks 228 professional contacts across them, including 133 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Beachwood, 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
26Companies
228Contacts tracked
133Verified emails
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The 18 largest private client accounting firms based in Beachwood, United States

Ranked by team size
Top 18 of 26 private client accounting firms based in Beachwood, 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.
#CompanyHeadquartersEmployeesContacts
1
Oxford Harriman & CompanyPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202651-20041

“Oxford Harriman & Company is a nationally recognized wealth management practice with 34 offices across 13 states and more than 70 financial advisors dedicated to helping clients…”

Source: company website · checked Sep 5, 2026
2
Zinner & COPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5025

“As a trusted adviser for clients since 1938, Zinner & Co.”

Source: company website · checked Sep 5, 2026
3
MGO INCIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5021

“Established in 1939, MGO provides “Total Solution” retirement plan consulting and administration services.”

Source: company website · checked Sep 5, 2026
4
Beacon Financial PartnersPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5020

“Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, and provide the ultimate…”

Source: company website · checked Sep 5, 2026
5
CM Wealth AdvisorsIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5018

“CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm.”

Source: company website · checked Sep 5, 2026
6
D'amore Tatman GroupIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5016

“About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.”

Source: company website · checked Sep 5, 2026
7
Tramer & Bolbach, INCPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5014

“Tramer & Bolbach, CPAs is a certified public accounting, tax and consulting firm located in Beachwood, Ohio.”

Source: company website · checked Sep 5, 2026
8
Kimball E. Rubin & AssociatesIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-5013

“Kimball E.”

Source: company website · checked Sep 5, 2026
9
Sable Group LLCIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-109

“Sable Group is focused on tax planning and compliance solutions for individuals, businesses and trusts.”

Source: company website · checked Sep 5, 2026
10
Wealth Advocate GroupIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-108

“At Wealth Advocate Group we take a meticulous approach to every detail that can impact your financial life.”

Source: company website · checked Sep 5, 2026
11
Bhgp&s Co., INCPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202611-507

“BHGP & S is a full service tax and accounting firm.”

Source: company website · checked Sep 5, 2026
12
Wernick Spear Wealth ManagersIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-106

“Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in Northeast Ohio.”

Source: company website · checked Sep 5, 2026
13
North Star Advisory GroupIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-106

“Just as we have for more than a decade, the investment advisor representatives at North Star focus on assisting individuals, families and small businesses.”

Source: company website · checked Sep 5, 2026
14
Adaptive Financial ConsultingIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-105

“Adaptive Financial specializes in advanced financial planning solutions for successful families, businesses, and their advisors.”

Source: company website · checked Sep 5, 2026
15
Meaden & Moore LTDPartial evidence
Beachwood, OH, United StatesHQ checked Sep 5, 2026201-5002

“As a full-service accounting, CPA, and business consulting firm in Beachwood, Ohio, Meaden & Moore focuses on providing the highest quality tax and accounting services for…”

Source: company website · checked Sep 5, 2026
16
Tyler-Stone GroupIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 202651-2002

“Tyler-Stone Group was founded in 1995 to serve the diverse needs of individuals, families, and business owners seeking dynamic service and access to the full spectrum of…”

Source: company website · checked Sep 5, 2026
17
Associated Concepts Agency, INCIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
18
Sadoff LLCIndirect evidence
Beachwood, OH, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026

Showing 18 of 26 private client accounting firms based in Beachwood, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 133 reachable decision-makers.

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

As of Sep 5, 2026
11-50Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
12
11-50
11
51-200
2
201-500
1

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 Beachwood, over 26 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 Beachwood, 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 Beachwood 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, 133 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 Beachwood, United States?

RevenueBase identified 26 private client accounting firms headquartered in Beachwood, 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?

Oxford Harriman & Company, headquartered in Beachwood, 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 133 verified decision-maker contacts tracked across these 26 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.

Ready to reach these companies? Verified emails and direct dials for all 26 private client accounting firms based in Beachwood, United States. Start with a free account, no credit card.

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Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New 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 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.

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