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Company lists · Data refreshed September 2026

Top 24 Private client accounting firms based in Bloomfield Hills, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 35 companies tracked

RevenueBase identified 35 private client accounting firms headquartered in Bloomfield Hills, United States as of September 2026 and tracks 412 professional contacts across them, including 219 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Bloomfield Hills, 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
35Companies
412Contacts tracked
219Verified emails
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The 24 largest private client accounting firms based in Bloomfield Hills, United States

Ranked by team size
Top 24 of 35 private client accounting firms based in Bloomfield Hills, 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
DAWDAIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202651-20073

“Dawda Mann is dedicated to helping businesses and the individuals who own them.”

Source: company website · checked Sep 5, 2026
2
Schwartz & COIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5036

“At Schwartz & Co.”

Source: company website · checked Sep 5, 2026
3
Diversified Portfolios, INCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5026

“Behind every portfolio are families with stories, values, and dreams.”

Source: company website · checked Sep 5, 2026
4
Investwise Financial, LLCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5024
Source: company website · checked Sep 5, 2026
5
LAU & LAU Associates, LLCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5024

“Lau & Lau Associates provides stewardship of your financial life.”

Source: company website · checked Sep 5, 2026
6
Azimuth Capital ManagementIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5020

“Azimuth provides investment and financial advisory services, including in-house investment management, to high-net worth families and institutions.”

Source: company website · checked Sep 5, 2026
7
Synergy Capital SolutionsPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5018

“As solutions-based wealth management professionals serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give…”

Source: company website · checked Sep 5, 2026
8
Greystone Financial Group LLCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5016

“At Greystone, you have a dedicated, hand-picked team of professionals who are knowledgeable in your personalized areas of focus.”

Source: company website · checked Sep 5, 2026
9
Integrated Fiduciary Advisory ServicesIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5016

“Financial Bodyguard - Institutional Experience - Entrepreneurial Excellence.”

Source: company website · checked Sep 5, 2026
10
Doshi & Associates CPA PllcIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5015

“Established in 1975, Doshi & Associates, CPA, PLLC offers more than 50 years of experience and service.”

Source: company website · checked Sep 5, 2026
11
Schreiber Advisors, P.CPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5014

“Schreiber Advisors PC is a growing 100% cloud-based public accounting Firm that specializes in tax planning and strategy, CFO, advisory, and assurance services.”

Source: company website · checked Sep 5, 2026
12
Lsia Wealth ManagementIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-5012

“We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you.”

Source: company website · checked Sep 5, 2026
13
Titan Wealth Advisors, LLCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-1012

“Based in Bloomfield Hills, Michigan, Titan Wealth Advisors is an independent wealth management and retirement plan consulting firm providing financial planning and advisory…”

Source: company website · checked Sep 5, 2026
14
Northern Financial Advisors, INCIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-1010

“Our mission at Northern Financial Advisors is to inspire people to follow their dreams with financial peace of mind.”

Source: company website · checked Sep 5, 2026
15
Janz & Knight, PLCPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 202611-507

“JANZ & KNIGHT PLC is an accounting company based out of 300 E LONG LAKE RD STE 360, BLOOMFIELD HILLS, Michigan, United States.”

Source: company website · checked Sep 5, 2026
16
Gumma Acho CPAIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-106

“We are the CPA firm you keep!”

Source: company website · checked Sep 5, 2026
17
OWL Private Wealth AdvisorsIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-105

“We are an Independent, Goals-Based Financial and Wealth Advisory Firm.”

Source: company website · checked Sep 5, 2026
18
Famiglia WealthIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-105

“Famiglia Wealth is an independent firm formed by a trusted team of an experienced wealth advisory professionals who share a personal commitment to helping highly successful people…”

Source: company website · checked Sep 5, 2026
19
Michigan Retirement AdvisorsPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-105

“We are dedicated to putting our clients at the forefront of everything we do.”

Source: company website · checked Sep 5, 2026
20
Curcuru & Associates CPA PLCStrong evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-104

“At Curcuru & Associates CPA PLC, our Metro Detroit CPA firm offers accounting, tax, consulting and advisory services to clients throughout the greater Detroit area.”

Source: company website · checked Sep 5, 2026
21
MI TAX CPAIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-104

“Mi Tax CPA is a company based out of 6785 Telegraph Rd, Bloomfield Hills, Michigan, United States.”

Source: company website · checked Sep 5, 2026
22
KMI CpasPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-104

“Keoleian, Massimilla & Ignasiak, PLC, is a full-service CPA firm providing accounting, income tax services and strategic operational solutions for today’s growing businesses…”

Source: company website · checked Sep 5, 2026
23
Thomas Financial CompanyPartial evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-103

“Thomas Financial Company LLC, a Michigan based financial services firm, is devoted to ensuring that our clients are financially confident throughout all phases of life.”

Source: company website · checked Sep 5, 2026
24
Lethemon FinancialIndirect evidence
Bloomfield Hills, MI, United StatesHQ checked Sep 5, 20261-101

“Our team is dedicated to helping you pursue your dreams and goals.”

Source: company website · checked Sep 5, 2026

Showing 24 of 35 private client accounting firms based in Bloomfield Hills, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 219 reachable decision-makers.

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Private client accounting firms based in Bloomfield Hills, 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
19
11-50
15
51-200
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 Bloomfield Hills, over 35 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 Bloomfield Hills, 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 Bloomfield Hills 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, 219 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 Bloomfield Hills, United States?

RevenueBase identified 35 private client accounting firms headquartered in Bloomfield Hills, 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?

DAWDA, headquartered in Bloomfield Hills, 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 219 verified decision-maker contacts tracked across these 35 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 35 private client accounting firms based in Bloomfield Hills, 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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