Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 42 companies tracked

RevenueBase identified 42 private client accounting firms headquartered in Boulder, United States as of September 2026 and tracks 279 professional contacts across them, including 185 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Boulder has 42.

This list covers private client accounting firms headquartered in Boulder, 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

42Companies

279Contacts tracked

185Verified emails

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The 25 largest private client accounting firms based in Boulder, United States

Ranked by team size

Top 25 of 42 private client accounting firms based in Boulder, 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	Kurtz Fargo LLP	Partial evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	51-200	56 contacts →
	Partial evidence “Kurtz Fargo LLP is a boutique accounting firm based in Boulder, CO.” Source: RevenueBase Database · checked Sep 5, 2026
2	Brock And Company, Cpas PC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	51-200	52 contacts →
	Indirect evidence “We can help you put your best foot forward.” Source: RevenueBase Database · checked Sep 5, 2026
3	BSW Wealth Partners, A Public Benefit Corporation	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	11-50	37 contacts →
	Indirect evidence “BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last.” Source: RevenueBase Database · checked Sep 5, 2026
4	The Millstone Evans Group	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Indirect evidence “No jargon.” Source: RevenueBase Database · checked Sep 5, 2026
5	Impact Wealth	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “Help make a lasting impact on your family and community.” Source: RevenueBase Database · checked Sep 5, 2026
6	Gold Medal Waters	Partial evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Partial evidence “Gold Medal Waters, Inc.(GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings…” Source: RevenueBase Database · checked Sep 5, 2026
7	The Wealth Conservancy, INC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence “The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth.” Source: RevenueBase Database · checked Sep 5, 2026
8	Arkose TAX & Consulting	Partial evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “Arkose Tax & Consulting is a boutique accounting firm taking a personalized one-on-one approach to helping entrepreneurs and individuals make more out of their businesses and…” Source: RevenueBase Database · checked Sep 5, 2026
9	Welch Financial Planning, LLC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Your financial world is complex.” Source: RevenueBase Database · checked Sep 5, 2026
10	Bloom Wealth Advisors	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Bloom Wealth Advisors is a full service Wealth Management firm working with individuals, families, entrepreneurs and small businesses since 1995.” Source: RevenueBase Database · checked Sep 5, 2026
11	Harbor Wealth Management	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Harbor Wealth Management is an acclaimed independent wealth management firm in Boulder, CO providing investment advising and financial planning services to individuals…” Source: RevenueBase Database · checked Sep 5, 2026
12	Graham & Company P.C. Cpas	Partial evidence	Boulder, CO, 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
13	The Sunderland Group, INC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
14	Bluebird Advisory	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Plan, prepare and be confident about the future.” Source: RevenueBase Database · checked Sep 5, 2026
15	Opus Financial Solutions LLC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Opus Financial Solutions LLC is a fee-only, financial consulting, tax-planning and investment management firm with locations in Downers Grove, Illinois and Boulder…” Source: RevenueBase Database · checked Sep 5, 2026
16	Brookside Advisors	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Since 1987, Brookside Advisors (FKA: RM Bedell & Associates, PC) has provided tax, bookkeeping and planning services to individuals and businesses in Boulder, CO and beyond.” Source: RevenueBase Database · checked Sep 5, 2026
17	Alan Thal & Company, P.C	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
18	Elevate CPA Group	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Is your financial planning firm hungry for growth?” Source: RevenueBase Database · checked Sep 5, 2026
19	QUISH	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Providing bespoke and comprehensive wealth management for multi-generational families, foundations, endowments and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
20	Cahill & Associates, PC	Partial evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Cahill & Associates is a CPA firm dedicated to the success of its clients.” Source: RevenueBase Database · checked Sep 5, 2026
21	Cline TAX And Accounting	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
22	Apex TAX Group LLC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
23	The Cohen LAW Firm, P.C	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
24	Kilterhowling LLC	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “KilterHowling is an investment advisory firm serving individuals and institutions.” Source: RevenueBase Database · checked Sep 5, 2026
25	Colorado Accounting	Partial evidence	Boulder, CO, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “CPA in Boulder Colorado offering a variety of tax and accounting services to individuals and businesses🤓” 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 25 of 42 private client accounting firms based in Boulder, United States

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

As of Sep 5, 2026

66.3%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Boulder, so it is reported there. Company counts and contact totals on this page are exact for Boulder, over 42 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 Boulder, 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 Boulder 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, 185 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 Boulder, United States?

RevenueBase identified 42 private client accounting firms headquartered in Boulder, 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?

Kurtz Fargo LLP, headquartered in Boulder, 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). Boulder has 42.

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 185 verified decision-maker contacts tracked across these 42 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.