Skip to main content

Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Colorado Springs, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 80 companies tracked

RevenueBase identified 80 private client accounting firms headquartered in Colorado Springs, United States as of September 2026 and tracks 622 professional contacts across them, including 353 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Colorado Springs, 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
80Companies
622Contacts tracked
353Verified emails
Unlock all 80 companies Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 25 of 80 private client accounting firms based in Colorado Springs, 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
Atlas Navigators, LLCIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 2026201-500137

“Welcome to ATLAS | Advisors That Listen And Serve.”

Source: company website · checked Sep 5, 2026
2
Summit Wealth GroupPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202651-20059

“Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.”

Source: company website · checked Sep 5, 2026
3
BiggskoffordPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5054

“BiggsKofford strives to be the premier certified public accounting firm in Colorado, providing traditional tax and financial statement reporting services, as well as business…”

Source: company website · checked Sep 5, 2026
4
WCG Cpas & AdvisorsIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202651-20041

“WCG Inc.”

Source: company website · checked Sep 5, 2026
5
Strategic Financial PartnersIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5020

“We want to be more than your financial services professional; We want to be your financial partner.”

Source: company website · checked Sep 5, 2026
6
Millennium Financial GroupIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-1016

“Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.”

Source: company website · checked Sep 5, 2026
7
Carson Group Advanced Solutions TAX & AccountingPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5015

“Helping Businesses & Individuals Reach Their Financial Goals Since 2001, we have provided exceptional, personalized accounting services for businesses and individuals.”

Source: company website · checked Sep 5, 2026
8
Aspen Creek Wealth StrategiesIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5013

“Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241”

Source: company website · checked Sep 5, 2026
9
Everoak Wealth COIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5012

“Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…”

Source: company website · checked Sep 5, 2026
10
Integrity Wealth AdvisorsIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5012

“Our vision is your success When it comes to managing wealth, many people feel overwhelmed or frustrated with an overly complex system that is changing constantly.”

Source: company website · checked Sep 5, 2026
11
M3 And Associates, LLPIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-5011

“Our Colorado Springs CPA firm is dedicated to assisting you with personal and small business planning with an emphasis on tax planning.”

Source: company website · checked Sep 5, 2026
12
Intergy Private WealthPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-109

“Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.”

Source: company website · checked Sep 5, 2026
13
Confidence Financial PartnersIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-109

“At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.”

Source: company website · checked Sep 5, 2026
14
PlanwiserPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-508

“We are a dynamic and expanding tax, accounting, and financial planning firm situated in the heart of Colorado Springs, which was formerly known as Cloutte & Associates.”

Source: company website · checked Sep 5, 2026
15
Waugh & Goodwin, LLPPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-106

“WAUGH & GOODWIN, LLP is an accounting company based out of 2925 Professional Place, Suite 201, Colorado Springs, Colorado, United States.”

Source: company website · checked Sep 5, 2026
16
The Ricks GroupIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-506

“On December 1st, 2021, The Ricks Group was formed with the merger of Hercher & Company, PC and Marc A.”

Source: company website · checked Sep 5, 2026
17
Imperium CapitalIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-106

“Providing planning services for closely held businesses, business owners, and their families.”

Source: company website · checked Sep 5, 2026
18
Cloutte & Associates, P.CIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-106

“Welcome to Cloutte & Associates Colorado Springs CPA firm!”

Source: company website · checked Sep 5, 2026
19
Wiechmann, Boyce & Associates, LLPIndirect evidence
Colorado Springs, United StatesHQ checked Sep 5, 202611-506

“Wiechmann Boyce & Associates has been restructured.”

Source: company website · checked Sep 5, 2026
20
Bennco AdvisorsIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-105

“At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.”

Source: company website · checked Sep 5, 2026
21
Swan Wealth ManagementPartial evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-105

“Swan Wealth Management, a Wealth Management located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.”

Source: company website · checked Sep 5, 2026
22
Resolute Independent AdvisorsIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 202611-504

“Resolute Investment Advisors, LLC (RIA) is an independent-minded financial advisory practice dedicated to serving sophisticated, high-net-worth families in a fiduciary…”

Source: company website · checked Sep 5, 2026
23
Harrison TAX ServiceIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-104
Source: company website · checked Sep 5, 2026
24
Fulcrum Wealth Consulting Of Raymond JamesIndirect evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-104

“Our mission at Fulcrum Wealth Consulting is to serve, advise, and empower those going through significant life changes.”

Source: company website · checked Sep 5, 2026
25
ID WealthStrong evidence
Colorado Springs, CO, United StatesHQ checked Sep 5, 20261-103

“From keep-it-simple to private wealth plans, our clients span the gamut and so do our investing tools.”

Source: company website · checked Sep 5, 2026

Showing 25 of 80 private client accounting firms based in Colorado Springs, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 353 reachable decision-makers.

Free signup · no credit card

See all 80 companies

Private client accounting firms based in Colorado Springs, 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
56
11-50
20
51-200
3
201-500
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 Colorado Springs, over 80 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 Colorado Springs, 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 Colorado Springs 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, 353 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 Colorado Springs, United States?

RevenueBase identified 80 private client accounting firms headquartered in Colorado Springs, 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?

Atlas Navigators, LLC, headquartered in Colorado Springs, 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 353 verified decision-maker contacts tracked across these 80 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 80 private client accounting firms based in Colorado Springs, 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