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Company lists · Data refreshed September 2026

Top 21 Private client accounting firms based in Buffalo, 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 Buffalo, United States as of September 2026 and tracks 633 professional contacts across them, including 358 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Buffalo, 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
633Contacts tracked
358Verified emails
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The 21 largest private client accounting firms based in Buffalo, United States

Ranked by team size
Top 21 of 35 private client accounting firms based in Buffalo, 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
Lumsden Mccormick CPAIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202651-200151

“Lumsden McCormick CPA is located in the newly renovated Cyclorama Building in downtown Buffalo.”

Source: company website · checked Sep 5, 2026
2
CTBKPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202651-200145

“CTBK provides businesses and individuals with assurance, accounting, tax, and business consulting services.”

Source: company website · checked Sep 5, 2026
3
Dopkins & Company, LLPPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202651-20089

“Dopkins & Company provides provides audit, tax, consulting services to privately-held companies and not-for-profit organizations.”

Source: company website · checked Sep 5, 2026
4
Brock, Schechter & Polakoff, LLPPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202651-20070

“BS & P CPAs and Consultants is a Buffalo, NY-based, independently operated mid-sized accounting firm serving individuals and businesses across New York State and Canada since 1972.”

Source: company website · checked Sep 5, 2026
5
Courier CapitalIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-5030

“Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades.”

Source: company website · checked Sep 5, 2026
6
Sanderson Wealth ManagementIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-5028

“Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families.”

Source: company website · checked Sep 5, 2026
7
Landmark Wealth ManagementPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-109

“Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals.”

Source: company website · checked Sep 5, 2026
8
Wealth Optimization Network, LLCIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-109

“At the Wealth Optimization Network, LLC, James M.”

Source: company website · checked Sep 5, 2026
9
Plail Wealth Management INCPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-108

“Plail Wealth Management Inc, a subsidiary of Raymond James, is a financial services firm focused on delivering personalized financial plans with its client's best interests in…”

Source: company website · checked Sep 5, 2026
10
Kirisits & Associates Cpas, PllcIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-507

“Kirisits & Associates is a Western New York CPA firm recognized for providing innovative personalized services at the highest quality professional standards.”

Source: company website · checked Sep 5, 2026
11
Clark & Company Wealth ManagementIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-106

“Clark & Company is a boutique wealth management firm specializing in serving the needs of a select group of high net-worth individuals, corporate executives, businesses and…”

Source: company website · checked Sep 5, 2026
12
Culov Wealth ManagementIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-105
Source: company website · checked Sep 5, 2026
13
Dougherty & Associates Financial Advisors, INCIndirect evidence
Buffalo, MN, United StatesHQ checked Sep 5, 20261-104

“We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning…”

Source: company website · checked Sep 5, 2026
14
Kopin & Company Cpa, PCIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-504

“For over fourteen years, the folks at Kopin & Company CPA, PC, have been loyally serving the greater Buffalo, NY region.”

Source: company website · checked Sep 5, 2026
15
Noble Wealth Partners, INCIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-504
Source: company website · checked Sep 5, 2026
16
Invictus Advisory ServicesIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202611-503
Source: company website · checked Sep 5, 2026
17
Federspiel, Pfeifer & KubickiIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-103
Source: company website · checked Sep 5, 2026
18
Moscato CPA LLPIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-103

“Welcome to James P.”

Source: company website · checked Sep 5, 2026
19
Snowden Lane Partners Magnolia Wealth AdvisorsIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 202651-2002

“We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you.”

Source: company website · checked Sep 5, 2026
20
Weir Financial ResourcesPartial evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-102

“WFR is a financial planning firm offering information, ideas and solutions for Executive Benefits, Business Continuation and Private Wealth Planning.”

Source: company website · checked Sep 5, 2026
21
Trinity Wealth AdvisorsIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 5, 20261-101

“Our company and its affiliates are established leaders in the financial services industry.”

Source: company website · checked Sep 5, 2026

Showing 21 of 35 private client accounting firms based in Buffalo, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 358 reachable decision-makers.

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Private client accounting firms based in Buffalo, 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
22
11-50
7
51-200
6

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 Buffalo, 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 Buffalo, 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 Buffalo 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, 358 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 Buffalo, United States?

RevenueBase identified 35 private client accounting firms headquartered in Buffalo, 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?

Lumsden Mccormick CPA, headquartered in Buffalo, 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 358 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 Buffalo, 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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