Company lists · Data refreshed September 2026

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

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

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. Across the United States, New York is the largest hub for this category (650 companies); Bloomington has 36.

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, 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

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. 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	Jnba Financial Advisors	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	43 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
2	Carpenter, Evert And Associates	Strong evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	22 contacts →
	Strong evidence “Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services.” Source: RevenueBase Database · checked Sep 5, 2026
3	Comprehensive Financial Consultants	Partial evidence	Bloomington, IN, United StatesHQ checked Sep 5, 2026	11-50	17 contacts →
	Partial evidence “Our clients are our most important asset, and are treated like family.” Source: RevenueBase Database · checked Sep 5, 2026
4	Integrated Equity Management	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
5	Stevens Foster Financial Advisors	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Indirect evidence “We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them.” Source: RevenueBase Database · checked Sep 5, 2026
6	Innovative Financial Solutions, INC	Indirect evidence	Bloomington, IN, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Indirect evidence “For over two decades Innovative Financial Solutions, Inc.” Source: RevenueBase Database · checked Sep 5, 2026
7	Caissa Wealth Strategies	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	13 contacts →
	Indirect evidence “Together, we help you achieve financial prosperity.” Source: RevenueBase Database · checked Sep 5, 2026
8	Axtell & Haller, LLC	Partial evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Partial evidence “Our firm provides “basic services” that are focused to our target client which is a small business (less than 50 employees) and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
9	Webb Financial Group	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “Webb Financial Group provides comprehensive wealth management services to individuals and businesses.” Source: RevenueBase Database · checked Sep 5, 2026
10	Mcnellis & Asato, LTD	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “Founded in 1970, McNellis & Asato, Ltd.” Source: RevenueBase Database · checked Sep 5, 2026
11	Rootadvisors	Strong evidence	Bloomington, IN, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Strong evidence “Based in Bloomington, IN and serving clients around the country in accounting and business advisory services.” Source: RevenueBase Database · checked Sep 5, 2026
12	Three Sixty Wealth Management	Indirect evidence	Bloomington, IL, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area.” Source: RevenueBase Database · checked Sep 5, 2026
13	Petros Family Wealth	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
14	Endurance Wealth Management	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Our goal is to be your trusted advisors throughout many different situations.” Source: RevenueBase Database · checked Sep 5, 2026
15	Reiser, Chinski & Co, LLP	Partial evidence	Bloomington, IL, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “Reiser, Chinski & Co, LLP is a public accounting firm that has been practicing in Bloomington, Illinois since 1998.” Source: RevenueBase Database · checked Sep 5, 2026
16	Bearing Point Capital LLC	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
17	Trumix Advisors	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Are you tired of searching online for solutions to your financial problems?” Source: RevenueBase Database · checked Sep 5, 2026
18	Blue Heron Wealth Partners	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Indirect evidence “Our financial planning process is not a “one size fits all” approach.” Source: RevenueBase Database · checked Sep 5, 2026
19	Blooming Tree Wealth Management	Indirect evidence	Bloomington, IL, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
20	The TAX Advisory Group, LLC	Partial evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 5, 2026
21	Foreman Airhart	Strong evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	11-50	2 contacts →
	Strong evidence “Foreman & Airhart is a results-oriented certified public accounting firm helping clients manage accounting, tax and audit needs.” Source: RevenueBase Database · checked Sep 5, 2026
22	Riverlink Financial Advisors	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
23	Ptft Group, LLC	Indirect evidence	Bloomington, MN, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “I Focus on You!” 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 23 of 36 private client accounting firms based in Bloomington, United States

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

As of Sep 5, 2026

54.7%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Bloomington, 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 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 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.
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 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 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, 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

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 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 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). Bloomington has 36.

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.

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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.