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 private client accounting firms headquartered in 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 private client accounting firms headquartered in Bethesda, 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 5, 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 5, 2026 86% judged on-target in blind review

38Companies

382Contacts tracked

202Verified emails

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

Ranked by team size

Top 20 of 38 private client accounting firms based in Bethesda, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Councilor, Buchanan & Mitchell	Strong evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	51-200	93 contacts →
	Strong evidence “CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE * Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients…” Source: RevenueBase Database · checked Sep 5, 2026
2	Grossberg Company LLP	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	51-200	64 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 5, 2026
3	Sullivan & Company, Cpas	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	35 contacts →
	Indirect evidence “Welcome to Sullivan & Company, CPAs.” Source: RevenueBase Database · checked Sep 5, 2026
4	HUB Investment Partners	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	28 contacts →
	Indirect evidence “We are an independent wealth management firm.” Source: RevenueBase Database · checked Sep 5, 2026
5	Caldwell Cpas	Strong evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	17 contacts →
	Strong evidence “Caldwell CPAs is a client-focused, certified public accounting firm that supports clients in maintaining their financial integrity and propelling them toward steady growth.” Source: RevenueBase Database · checked Sep 5, 2026
6	Hightower Bethesda	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “At Hightower Bethesda, our commitment is you.” Source: RevenueBase Database · checked Sep 5, 2026
7	Veraleo	Strong evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Strong evidence “VerAleo is a boutique advisory firm focused on supporting ownership groups and private investment groups with complex tax, accounting, and specialized financial planning services.” Source: RevenueBase Database · checked Sep 5, 2026
8	Sandbox Financial Partners	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence “Sandbox Financial Partners is an independent wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 5, 2026
9	Aegis Wealth	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Source: RevenueBase Database · checked Sep 5, 2026
10	Bridgewater Wealth & Financial Management	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	51-200	6 contacts →
	Indirect evidence “Bridgewater Wealth & Financial Management is now The Colony Group!” Source: RevenueBase Database · checked Sep 5, 2026
11	Cardinal Wealth Management	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Source: RevenueBase Database · checked Sep 5, 2026
12	Bethesda Financial Group	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	5 contacts →
	Indirect evidence “The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.” Source: RevenueBase Database · checked Sep 5, 2026
13	Steeley & Associates, INC	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “For two decades our experience and commitment to integrity has made us a trusted resource to our clients.” Source: RevenueBase Database · checked Sep 5, 2026
14	Bluepoint Financial, LLC	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Indirect evidence “At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.” Source: RevenueBase Database · checked Sep 5, 2026
15	Family Office Research	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “Family Office Research was designed in 2005 with the affluent client in mind.” Source: RevenueBase Database · checked Sep 5, 2026
16	Capital Associates LLC	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Source: RevenueBase Database · checked Sep 5, 2026
17	Bluestone Financial Advisors, LLC	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Entrepreneurs tackle tough problems and drive innovation and create jobs.” Source: RevenueBase Database · checked Sep 5, 2026
18	Canto, Rausch, Deck & Co., P.A	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
19	Worch Financial Group	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
20	Mosaic Wealth Partners	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 20 of 38 private client accounting firms based in Bethesda, United States

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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

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 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 Bethesda, 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.
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 private client 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 private client accounting firms, and records with no verified work email. Companies headquartered outside Bethesda 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, 202 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

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

RevenueBase identified 38 private client accounting firms headquartered in Bethesda, 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?

Councilor, Buchanan & Mitchell, headquartered in Bethesda, tops this list with the largest team on record.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 202 verified decision-maker contacts tracked across these 38 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 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.