Skip to main content

Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 66 companies tracked

RevenueBase identified 66 private client accounting firms headquartered in Cleveland, United States as of September 2026 and tracks 4,020 professional contacts across them, including 2,194 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Cleveland, 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
66Companies
4,020Contacts tracked
2,194Verified emails
Unlock all 66 companies Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 25 of 66 private client accounting firms based in Cleveland, 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
Cbiz Advisory ServicesIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202610001+1,105

“CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.”

Source: company website · checked Sep 5, 2026
2
Cohen & COStrong evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026501-1,0001,016

“Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients, from privately held companies and…”

Source: company website · checked Sep 5, 2026
3
MAI Capital ManagementPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026501-1,000520

“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…”

Source: company website · checked Sep 5, 2026
4
Meaden & MoorePartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026201-500299

“For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes.”

Source: company website · checked Sep 5, 2026
5
ClearsteadIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026201-500190

“Clearstead is a financial advisory firm serving wealthy families and leading institutions.”

Source: company website · checked Sep 5, 2026
6
Pease BellStrong evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-200183

“Pease Bell is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base.”

Source: company website · checked Sep 5, 2026
7
Vantage Financial Group, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20081

“Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve…”

Source: company website · checked Sep 5, 2026
8
Skoda MinottiPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026201-50056

“We are a broad-based accounting and tax, strategic planning, valuation and litigation advisory, professional staffing and strategic marketing firm with offices in Cleveland, Akron…”

Source: company website · checked Sep 5, 2026
9
Ciuni & Panichi, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20052
Source: company website · checked Sep 5, 2026
10
Fairport WealthIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20047

“With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…”

Source: company website · checked Sep 5, 2026
11
Marcum WealthIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20018

“At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.”

Source: company website · checked Sep 5, 2026
12
Oswald Financial, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-5017

“Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.”

Source: company website · checked Sep 5, 2026
13
Mcdonald PartnersIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202651-20017

“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.”

Source: company website · checked Sep 5, 2026
14
Lakefront CapitalIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-1014

“Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.”

Source: company website · checked Sep 5, 2026
15
Reed Financial Services, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-5012

“Reed Financial Services is an independent, true wealth management firm.”

Source: company website · checked Sep 5, 2026
16
Henton & Associates, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-5011
Source: company website · checked Sep 5, 2026
17
Beacon Financial Group, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-1011

“Financial Services”

Source: company website · checked Sep 5, 2026
18
Delguyd, Walter & AssociatesPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-509

“Delguyd, Walter & Associates is committed to providing high-end Accounting & Attest Services, Tax Preparation & Planning Services and Management Advisory Services to our…”

Source: company website · checked Sep 5, 2026
19
KEY Private BankStrong evidence
Cleveland, OH, United StatesHQ checked Sep 5, 2026501-1,0009

“Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…”

Source: company website · checked Sep 5, 2026
20
Wedgewood Accounting, PllcPartial evidence
Cleveland, TN, United StatesHQ checked Sep 5, 202611-508

“For more than 60 years, Wedgewood Accounting, PLLC has served as a trusted financial partner throughout the Southeast.”

Source: company website · checked Sep 5, 2026
21
Omega Pensions, INCIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-107

“Since 1985, Omega Pensions, Inc, an independent consulting, administrative, and wealth management firm, has provided business owners, managers, and their advisors with…”

Source: company website · checked Sep 5, 2026
22
Accounting Business ServicesPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-107

“Accounting Business Services provides a wide range of services to individuals and businesses in a variety of industries.”

Source: company website · checked Sep 5, 2026
23
TA Check Financial LTDIndirect evidence
Cleveland, OH, United StatesHQ checked Sep 5, 202611-505
Source: company website · checked Sep 5, 2026
24
Essential Accounting Consultants, LLCPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-104

“Elevate Your Financial Strategy with Essential Accounting About Us: At Essential Accounting, we are more than just a financial consulting firm.”

Source: company website · checked Sep 5, 2026
25
Riverview Research, LLCPartial evidence
Cleveland, OH, United StatesHQ checked Sep 5, 20261-103

“Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.”

Source: company website · checked Sep 5, 2026

Showing 25 of 66 private client accounting firms based in Cleveland, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,194 reachable decision-makers.

Free signup · no credit card

See all 66 companies

Private client accounting firms based in Cleveland, 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
34
11-50
15
51-200
8
201-500
5
501-1,000
3
10001+
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 Cleveland, over 66 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 Cleveland, 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 Cleveland 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, 2,194 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 Cleveland, United States?

RevenueBase identified 66 private client accounting firms headquartered in Cleveland, 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?

Cbiz Advisory Services, headquartered in Cleveland, 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 2,194 verified decision-maker contacts tracked across these 66 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 66 private client accounting firms based in Cleveland, United States. Start with a free account, no credit card.

Get the full list

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.

More company lists