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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Boston, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 133 companies tracked

RevenueBase identified 133 private client accounting firms headquartered in Boston, United States as of September 2026 and tracks 2,859 professional contacts across them, including 1,693 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Boston, 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
133Companies
2,859Contacts tracked
1,693Verified emails
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The 25 largest private client accounting firms based in Boston, United States

Ranked by team size
Top 25 of 133 private client accounting firms based in Boston, 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
Baystate FinancialPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 2026501-1,000506

“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.”

Source: company website · checked Sep 5, 2026
2
WilliamsmarstonPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 2026201-500259

“WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.”

Source: company website · checked Sep 5, 2026
3
SCSIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-200243

“At SCS, our purpose is to transform wealth into possibility.”

Source: company website · checked Sep 5, 2026
4
Fiduciary Trust CompanyPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-200174

“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.”

Source: company website · checked Sep 5, 2026
5
Hemenway & Barnes LLPIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-200140

“Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.”

Source: company website · checked Sep 5, 2026
6
Loring, Wolcott & Coolidge Trust, LLCPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-200100

“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.”

Source: company website · checked Sep 5, 2026
7
Walter ShuffainPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20099

“Walter Shuffain is known for its commitment to helping private businesses and the affluent reach their ideals in the Boston and New England area.”

Source: company website · checked Sep 5, 2026
8
Appleton Partners, INCPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20065

“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.”

Source: company website · checked Sep 5, 2026
9
Crestwood AdvisorsIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20063

“Crestwood Advisors | Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.”

Source: company website · checked Sep 5, 2026
10
Welch & Forbes LLCStrong evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20058

“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…”

Source: company website · checked Sep 5, 2026
11
Cbiz & MHM NEW EnglandPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 2026201-50043

“CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 12th largest accounting, tax, and advisory services provider in the U.S.”

Source: company website · checked Sep 5, 2026
12
Keenan FinancialPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5036

“At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.”

Source: company website · checked Sep 5, 2026
13
Raphael And Raphael LLPIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5035

“Much has changed since Helmer Raphael founded Raphael and Raphael more than 60 years ago.”

Source: company website · checked Sep 5, 2026
14
Shepherd Kaplan Krochuk, LLCIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20032

“Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.”

Source: company website · checked Sep 5, 2026
15
Woodstock CorporationPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5032

“Woodstock Corporation is a privately-owned wealth management firm.”

Source: company website · checked Sep 5, 2026
16
Choate WealthPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5031

“In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…”

Source: company website · checked Sep 5, 2026
17
Civic FinancialIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5028

“Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.”

Source: company website · checked Sep 5, 2026
18
Winthrop WealthPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5026

“Our purpose is to help clients pursue a high level of personal fulfillment and happiness.”

Source: company website · checked Sep 5, 2026
19
Darmody, Merlino & Co., LLPPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5026

“Darmody offers a wide range of services to our individual and business clients.”

Source: company website · checked Sep 5, 2026
20
Anomaly CPA Greg O Brien & John MalonePartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5025

“Anomaly provides customized tax strategy and accounting services to assist digital business owners and real estate investors in achieving growth.”

Source: company website · checked Sep 5, 2026
21
Winslow, Evans & Crocker, INCIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202651-20024

“Experience.”

Source: company website · checked Sep 5, 2026
22
Seaport TAXIndirect evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5023

“At Seaport Tax, we specialize in navigating the tax complexities that come with a financially complex life.”

Source: company website · checked Sep 5, 2026
23
R.A. Hall & Co. LLCPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5023

“Our firm offers a wide range of services to our individual and business clients.”

Source: company website · checked Sep 5, 2026
24
Daigle & Associates LLPPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5020

“Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…”

Source: company website · checked Sep 5, 2026
25
LEE & Crowley, LLCPartial evidence
Boston, MA, United StatesHQ checked Sep 5, 202611-5020

“Recently recognized for the third consecutive year on the Boston Business Journal's Fast 50 list of the 50 fastest growing private companies in Massachusetts, Lee & Crowley is a…”

Source: company website · checked Sep 5, 2026

Showing 25 of 133 private client accounting firms based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,693 reachable decision-makers.

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Private client accounting firms based in Boston, 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
72
11-50
41
51-200
15
201-500
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 Boston, over 133 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 Boston, 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 Boston 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, 1,693 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 Boston, United States?

RevenueBase identified 133 private client accounting firms headquartered in Boston, 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?

Baystate Financial, headquartered in Boston, 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 1,693 verified decision-maker contacts tracked across these 133 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 133 private client accounting firms based in Boston, 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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