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Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Burlington, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 30 companies tracked

RevenueBase identified 30 private client accounting firms headquartered in Burlington, United States as of September 2026 and tracks 266 professional contacts across them, including 154 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Burlington, 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
30Companies
266Contacts tracked
154Verified emails
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The 20 largest private client accounting firms based in Burlington, United States

Ranked by team size
Top 20 of 30 private client accounting firms based in Burlington, 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
Gilliam Bell Moser LLPPartial evidence
Burlington, NC, United StatesHQ checked Sep 5, 202651-20062

“Every client is different.”

Source: company website · checked Sep 5, 2026
2
Caras & Shulman, PCPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 202611-5036

“Caras & Shulman, PC is a certified public accounting and business advisory firm offering a complete range of integrated business and financial services including auditing…”

Source: company website · checked Sep 5, 2026
3
Shah Dixit & Associates, P.CPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 202611-5027

“Shah, Dixit & Associates PC provides accounting, taxation and business consulting services to a wide array of small and medium-sized businesses.”

Source: company website · checked Sep 5, 2026
4
Goodwin Partners LLPPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 202611-5020

“Accounting | Tax | Transactions | Advisory | Solutions”

Source: company website · checked Sep 5, 2026
5
Stout Stuart Mcgowen & King LLPStrong evidence
Burlington, United StatesHQ checked Sep 5, 202611-5018

“For over thirty years, STOUT STUART McGOWEN & KING LLP has provided our clients – both businesses and individuals – accounting, auditing, tax planning, and tax compliance services.”

Source: company website · checked Sep 5, 2026
6
Community Financial Services GroupIndirect evidence
Burlington, VT, United StatesHQ checked Sep 5, 202611-509

“Community Financial Services Group (CFSG) provides personalized investment management, financial planning, and fiduciary trust services to individuals, families, businesses, and…”

Source: company website · checked Sep 5, 2026
7
1st Opulence FinancialPartial evidence
Burlington, WI, United StatesHQ checked Sep 5, 20261-107

“1st Opulence Financial helps clients achieve retirement goals and objectives by using specialized strategies built and uniquely tailored for that individual.”

Source: company website · checked Sep 5, 2026
8
Hickok & Boardman Capital ManagementPartial evidence
Burlington, VT, United StatesHQ checked Sep 5, 202611-506

“COMPREHENSIVE PLANNING FOR EVERY ASPECT OF YOUR FINANCIAL LIFE At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering.”

Source: company website · checked Sep 5, 2026
9
Pinnacle Private WealthPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 202611-506

“Invest With Purpose At Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose.”

Source: company website · checked Sep 5, 2026
10
S. Gordon CorporationIndirect evidence
Burlington, MA, United StatesHQ checked Sep 5, 20261-105

“Established in 1978, S.”

Source: company website · checked Sep 5, 2026
11
Rock Point AdvisorsIndirect evidence
Burlington, VT, United StatesHQ checked Sep 5, 202611-505
Source: company website · checked Sep 5, 2026
12
Dualvision INCIndirect evidence
Burlington, NC, United StatesHQ checked Sep 5, 20261-105

“If you are looking for a blend of personal service and expertise, you have come to the right place!”

Source: company website · checked Sep 5, 2026
13
OAK Maple Finance, LLCIndirect evidence
Burlington, VT, United StatesHQ checked Sep 5, 20261-104

“Whether you contact Oak Maple with a financial plan already in place and simply want to have a sounding board or hammer out details, or whether you show up with a shoebox full of…”

Source: company website · checked Sep 5, 2026
14
NEW England Financial Planning Group, LLCPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 20261-104

“New England Financial Planning Group is an independent wealth management firm that manages all aspects of our clients' financial lives with diligence and integrity – leaving them…”

Source: company website · checked Sep 5, 2026
15
Helmsman Financial StrategiesPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 20261-103

“Our mission is to be the Trusted Financial Advisors to a diverse clientele of individuals and be recognized regionally as a leader in the Tax, Financial Planning & Investment…”

Source: company website · checked Sep 5, 2026
16
Milestone Wealth Management NCPartial evidence
Burlington, NC, United StatesHQ checked Sep 5, 20261-103

“Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the…”

Source: company website · checked Sep 5, 2026
17
Perennial EdgeIndirect evidence
Burlington, MA, United StatesHQ checked Sep 5, 20261-102

“Perennial Edge specializes in working with busy professionals seeking tax-smart financial strategies that address the complex needs of today's modern family.”

Source: company website · checked Sep 5, 2026
18
Polaris TAX And Business ServicesIndirect evidence
Burlington, VT, United StatesHQ checked Sep 5, 20261-102

“We are a family-owned tax, bookkeeping, and CFO consulting practice that delivers custom solutions and fresh insights to small businesses and individuals, specializing in…”

Source: company website · checked Sep 5, 2026
19
44 North CapitalIndirect evidence
Burlington, VT, United StatesHQ checked Sep 5, 20261-102

“44 North Capital is a registered investment advisor (RIA) based in Burlington, VT.”

Source: company website · checked Sep 5, 2026
20
Isaac A. Kot, Cpa, Mst, PFSPartial evidence
Burlington, MA, United StatesHQ checked Sep 5, 20261-101

“The company is an accounting firm that provides accounting and tax preparation services.”

Source: company website · checked Sep 5, 2026

Showing 20 of 30 private client accounting firms based in Burlington, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 154 reachable decision-makers.

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Private client accounting firms based in Burlington, 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
17
11-50
11
51-200
2

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 Burlington, over 30 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 Burlington, 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 Burlington 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, 154 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 Burlington, United States?

RevenueBase identified 30 private client accounting firms headquartered in Burlington, 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?

Gilliam Bell Moser LLP, headquartered in Burlington, 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 154 verified decision-maker contacts tracked across these 30 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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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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