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Company lists · Data refreshed September 2026

Top 23 Private client accounting firms based in Bloomington, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 36 companies tracked

RevenueBase identified 36 private client accounting firms headquartered in Bloomington, United States as of September 2026 and tracks 278 professional contacts across them, including 152 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Bloomington, 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
36Companies
278Contacts tracked
152Verified emails
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The 23 largest private client accounting firms based in Bloomington, United States

Ranked by team size
Top 23 of 36 private client accounting firms based in Bloomington, 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
Jnba Financial AdvisorsIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-5043

“Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice…”

Source: company website · checked Sep 5, 2026
2
Carpenter, Evert And AssociatesStrong evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-5022

“Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services.”

Source: company website · checked Sep 5, 2026
3
Comprehensive Financial ConsultantsPartial evidence
Bloomington, IN, United StatesHQ checked Sep 5, 202611-5017

“Our clients are our most important asset, and are treated like family.”

Source: company website · checked Sep 5, 2026
4
Integrated Equity ManagementIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-5015

“In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing…”

Source: company website · checked Sep 5, 2026
5
Stevens Foster Financial AdvisorsIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-5015

“We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them.”

Source: company website · checked Sep 5, 2026
6
Innovative Financial Solutions, INCIndirect evidence
Bloomington, IN, United StatesHQ checked Sep 5, 202611-5014

“For over two decades Innovative Financial Solutions, Inc.”

Source: company website · checked Sep 5, 2026
7
Caissa Wealth StrategiesIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-1013

“Together, we help you achieve financial prosperity.”

Source: company website · checked Sep 5, 2026
8
Axtell & Haller, LLCPartial evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-5010

“Our firm provides “basic services” that are focused to our target client which is a small business (less than 50 employees) and individuals.”

Source: company website · checked Sep 5, 2026
9
Webb Financial GroupIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-1010

“Webb Financial Group provides comprehensive wealth management services to individuals and businesses.”

Source: company website · checked Sep 5, 2026
10
Mcnellis & Asato, LTDIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-1010

“Founded in 1970, McNellis & Asato, Ltd.”

Source: company website · checked Sep 5, 2026
11
RootadvisorsStrong evidence
Bloomington, IN, United StatesHQ checked Sep 5, 202611-508

“Based in Bloomington, IN and serving clients around the country in accounting and business advisory services.”

Source: company website · checked Sep 5, 2026
12
Three Sixty Wealth ManagementIndirect evidence
Bloomington, IL, United StatesHQ checked Sep 5, 20261-107

“Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area.”

Source: company website · checked Sep 5, 2026
13
Petros Family WealthIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-107

“As an institution working with generational wealth, business owners, estate planning, philanthropy, investment management, and tax planning, it is our mission to be there for…”

Source: company website · checked Sep 5, 2026
14
Endurance Wealth ManagementIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-106

“Our goal is to be your trusted advisors throughout many different situations.”

Source: company website · checked Sep 5, 2026
15
Reiser, Chinski & Co, LLPPartial evidence
Bloomington, IL, United StatesHQ checked Sep 5, 20261-106

“Reiser, Chinski & Co, LLP is a public accounting firm that has been practicing in Bloomington, Illinois since 1998.”

Source: company website · checked Sep 5, 2026
16
Bearing Point Capital LLCIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-105

“The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments.”

Source: company website · checked Sep 5, 2026
17
Trumix AdvisorsIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-105

“Are you tired of searching online for solutions to your financial problems?”

Source: company website · checked Sep 5, 2026
18
Blue Heron Wealth PartnersIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-504

“Our financial planning process is not a “one size fits all” approach.”

Source: company website · checked Sep 5, 2026
19
Blooming Tree Wealth ManagementIndirect evidence
Bloomington, IL, United StatesHQ checked Sep 5, 20261-104

“Blooming Tree Wealth Management (BTWM), based in Bloomington-Normal, Illinois helps individuals and families create reliable streams of income that can grow over time and help…”

Source: company website · checked Sep 5, 2026
20
The TAX Advisory Group, LLCPartial evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-104

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: company website · checked Sep 5, 2026
21
Foreman AirhartStrong evidence
Bloomington, MN, United StatesHQ checked Sep 5, 202611-502

“Foreman & Airhart is a results-oriented certified public accounting firm helping clients manage accounting, tax and audit needs.”

Source: company website · checked Sep 5, 2026
22
Riverlink Financial AdvisorsIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-102

“OUR MISSION IS TO EARN YOUR TRUST THROUGH OPEN AND CLEAR COMMUNICATION, OBJECTIVE ADVICE, HARD WORK AND A GENUINE CONCERN FOR YOUR OVERALL FINANCIAL WELL-BEING.”

Source: company website · checked Sep 5, 2026
23
Ptft Group, LLCIndirect evidence
Bloomington, MN, United StatesHQ checked Sep 5, 20261-101

“I Focus on You!”

Source: company website · checked Sep 5, 2026

Showing 23 of 36 private client accounting firms based in Bloomington, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 152 reachable decision-makers.

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Private client accounting firms based in Bloomington, 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
21
11-50
15

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 Bloomington, over 36 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 Bloomington, 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 Bloomington 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, 152 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 Bloomington, United States?

RevenueBase identified 36 private client accounting firms headquartered in Bloomington, 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?

Jnba Financial Advisors, headquartered in Bloomington, 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 152 verified decision-maker contacts tracked across these 36 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 36 private client accounting firms based in Bloomington, United States. Start with a free account, no credit card.

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Related lists

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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 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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