Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Bethesda, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 38 companies tracked

RevenueBase identified 38 company matches for private client accounting firms associated with Bethesda, United States as of September 2026 and tracks 382 professional contacts across them, including 202 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Bethesda has 38.

This list covers company matches for private client accounting firms associated with Bethesda, 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 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

38Companies

382Contacts tracked

202Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 20 of 38 company matches for private client accounting firms based in Bethesda, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 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	Councilor, Buchanan & Mitchell	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	51-200	93 contacts →
	Exact match “CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE * Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Grossberg Company LLP	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	51-200	64 contacts →
	Exact match “With a tradition of excellence since 1924, Grossberg Company, LLP is one of the Washington DC area premier providers of accounting, tax and business consulting services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Sullivan & Company, Cpas	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	35 contacts →
	Exact match “Welcome to Sullivan & Company, CPAs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	HUB Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	28 contacts →
	Exact match “We are an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Caldwell Cpas	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	17 contacts →
	Exact match “Caldwell CPAs is a client-focused, certified public accounting firm that supports clients in maintaining their financial integrity and propelling them toward steady growth.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Hightower Bethesda	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “At Hightower Bethesda, our commitment is you.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Veraleo	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	10 contacts →
	Exact match “VerAleo is a boutique advisory firm focused on supporting ownership groups and private investment groups with complex tax, accounting, and specialized financial planning services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Sandbox Financial Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “Sandbox Financial Partners is an independent wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Aegis Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Bridgewater Wealth & Financial Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	51-200	6 contacts →
	Exact match “Bridgewater Wealth & Financial Management is now The Colony Group!” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Cardinal Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Bethesda Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	5 contacts →
	Exact match “The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Steeley & Associates, INC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “For two decades our experience and commitment to integrity has made us a trusted resource to our clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Bluepoint Financial, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match “At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Family Office Research	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “Family Office Research was designed in 2005 with the affluent client in mind.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Capital Associates LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Bluestone Financial Advisors, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Canto, Rausch, Deck & Co., P.A	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Worch Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Mosaic Wealth Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.” Recorded in the RevenueBase company graph · Sep 5, 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 “private client 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 20 of 38 private client accounting firms based in Bethesda, United States

See the full list, filter by size, metro and specialty, and access 202 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 5, 2026

52.9%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Bethesda, so it is reported there. Company counts and contact totals on this page are exact for Bethesda, over 38 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 Bethesda, United States whose business descriptions match “private client 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 202 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 5, 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.

Private client 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 “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 38 company matches for private client accounting firms associated with Bethesda, 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?

Councilor, Buchanan & Mitchell 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 private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Bethesda has 38.

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 202 professional contacts with verified work emails tracked across these 38 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 38 private client accounting firms based in Bethesda, United States. Start with a free account, no credit card.

Download this list →

Related lists

Private client accounting firms by geography

Browse the directory

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.