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Company lists · Data refreshed September 2026

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

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. New York is the largest hub.

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, 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
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. 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
Councilor, Buchanan & MitchellStrong evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202651-20093

“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: company website · checked Sep 5, 2026
2
Grossberg Company LLPPartial evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202651-20064

“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: company website · checked Sep 5, 2026
3
Sullivan & Company, CpasIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-5035

“Welcome to Sullivan & Company, CPAs.”

Source: company website · checked Sep 5, 2026
4
HUB Investment PartnersIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-5028

“We are an independent wealth management firm.”

Source: company website · checked Sep 5, 2026
5
Caldwell CpasStrong evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-5017

“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: company website · checked Sep 5, 2026
6
Hightower BethesdaIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-5012

“At Hightower Bethesda, our commitment is you.”

Source: company website · checked Sep 5, 2026
7
VeraleoStrong evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-5010

“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: company website · checked Sep 5, 2026
8
Sandbox Financial PartnersIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-108

“Sandbox Financial Partners is an independent wealth management and financial planning firm.”

Source: company website · checked Sep 5, 2026
9
Aegis WealthIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-106

“Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.”

Source: company website · checked Sep 5, 2026
10
Bridgewater Wealth & Financial ManagementIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202651-2006

“Bridgewater Wealth & Financial Management is now The Colony Group!”

Source: company website · checked Sep 5, 2026
11
Cardinal Wealth ManagementIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-105

“Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.”

Source: company website · checked Sep 5, 2026
12
Bethesda Financial GroupIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-505

“The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.”

Source: company website · checked Sep 5, 2026
13
Steeley & Associates, INCPartial evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-104

“For two decades our experience and commitment to integrity has made us a trusted resource to our clients.”

Source: company website · checked Sep 5, 2026
14
Bluepoint Financial, LLCIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 202611-504

“At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.”

Source: company website · checked Sep 5, 2026
15
Family Office ResearchPartial evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-104

“Family Office Research was designed in 2005 with the affluent client in mind.”

Source: company website · checked Sep 5, 2026
16
Capital Associates LLCIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-104

“CA Wealth Management’s unique model is fueled by the power of our partnerships.”

Source: company website · checked Sep 5, 2026
17
Bluestone Financial Advisors, LLCIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-103

“Entrepreneurs tackle tough problems and drive innovation and create jobs.”

Source: company website · checked Sep 5, 2026
18
Canto, Rausch, Deck & Co., P.AIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-102
Source: company website · checked Sep 5, 2026
19
Worch Financial GroupIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
20
Mosaic Wealth PartnersIndirect evidence
Bethesda, MD, United StatesHQ checked Sep 5, 20261-101

“Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.”

Source: company website · checked Sep 5, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 202 reachable decision-makers.

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Private client accounting firms based in Bethesda, 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
22
11-50
11
51-200
4
501-1,000
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 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 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 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.
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 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, 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

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 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 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.

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.

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Related lists

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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