Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 111 companies tracked

RevenueBase identified 111 private client accounting firms headquartered in Columbus, United States as of September 2026 and tracks 1,504 professional contacts across them, including 720 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Columbus, 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

111Companies

1,504Contacts tracked

720Verified emails

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

Ranked by team size

Top 25 of 111 private client accounting firms based in Columbus, 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.
#	Company	Headquarters	Employees	Contacts
1	Huntington Financial AdvisorsIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1,001-5,000	357
	“Welcome to the Next Level of Investing, Advice and Planning.” Source: company website · checked Sep 5, 2026
2	BHM CPA GroupIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	51-200	72
	“We are a full-service CPA firm licensed in OH.” Source: company website · checked Sep 5, 2026
3	Summit Financial Strategies, INCIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	52
	“Summit Financial Strategies isn’t your typical financial planning firm.” Source: company website · checked Sep 5, 2026
4	Holbrook & Manter, CpasPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	51-200	48
	“We are a team of accounting and business advisory professionals who help companies grow through thoughtful, personalized service.” Source: company website · checked Sep 5, 2026
5	T. E. Lott & Company, Cpa'sIndirect evidence	Columbus, MS, United StatesHQ checked Sep 5, 2026	51-200	48
	“T.E.” Source: company website · checked Sep 5, 2026
6	Robinson, Grimes & CompanyPartial evidence	Columbus, GA, United StatesHQ checked Sep 5, 2026	51-200	43
	“Robinson Grimes is the largest Certified Public Accounting firm in Columbus and one of the largest CPA firms in the state of Georgia.” Source: company website · checked Sep 5, 2026
7	UpsourcedPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	34
	“Upsourced is accounting for a new sense of agency.” Source: company website · checked Sep 5, 2026
8	ARM CpasIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	27
	“Ary Roepcke Mulchaey makes it a point to know your markets, capabilities and expectations so that we can anticipate and respond to your rapidly changing business needs.” Source: company website · checked Sep 5, 2026
9	Cruise & AssociatesIndirect evidence	Columbus, NE, United StatesHQ checked Sep 5, 2026	11-50	23
	“At Cruise & Associates, we work for people who work.” Source: company website · checked Sep 5, 2026
10	Ascend Advisory GroupIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	21
	“Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 6/1/25).” Source: company website · checked Sep 5, 2026
11	CPA Advisory Group, INCIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	16
	Source: company website · checked Sep 5, 2026
12	Signature Financial Group, LLCIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	201-500	16
	“Signature Financial Group, LLC, is a full-service wealth management firm with its history dating back to 1870 in Columbus, Ohio.” Source: company website · checked Sep 5, 2026
13	Financial Concepts - MississippiIndirect evidence	Columbus, MS, United StatesHQ checked Sep 5, 2026	11-50	15
	“Most people think of financial planning or investments as a numbers business.” Source: company website · checked Sep 5, 2026
14	ABC Accounting & TAX ServicesPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	14
	“ABC Accounting and Tax Services specializes in serving the accounting needs of small businesse owners and non-profit organizations.” Source: company website · checked Sep 5, 2026
15	GGM Financial, LLCIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	12
	“GGM Financial, LLC is an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn to for help in…” Source: company website · checked Sep 5, 2026
16	Oles Associates LLCPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	12
	“Public Accounting Firm Our TEAM at Oles + Associates works together to provide exceptional services.” Source: company website · checked Sep 5, 2026
17	Parms CompanyIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	11
	“Who we are and what we do.” Source: company website · checked Sep 5, 2026
18	AJK LLCIndirect evidence	Columbus, GA, United StatesHQ checked Sep 5, 2026	11-50	11
	“We are a traditional CPA firm located in Columbus, Georgia.” Source: company website · checked Sep 5, 2026
19	Winkel Green & Company LLPIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	10
	“CPA firm based out of 3752 North High Street, Columbus, Ohio, United States.” Source: company website · checked Sep 5, 2026
20	Waller Financial Planning Group, INCPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	11-50	9
	“Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy.” Source: company website · checked Sep 5, 2026
21	Meyers Wealth ManagementIndirect evidence	Columbus, United StatesHQ checked Sep 5, 2026	1-10	9
	Source: company website · checked Sep 5, 2026
22	Vawter FinancialIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	9
	“Your money matters - and so do you.” Source: company website · checked Sep 5, 2026
23	Libertas Wealth Management Group, INCIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	9
	“Libertas Wealth Management Group is a fee-only, fiduciary financial planning and investment management firm based in Columbus, Ohio.” Source: company website · checked Sep 5, 2026
24	Kensington Wealth Partners, LTDIndirect evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	9
	“Life moves fast.” Source: company website · checked Sep 5, 2026
25	Trinity Financial Advisors LLCPartial evidence	Columbus, OH, United StatesHQ checked Sep 5, 2026	1-10	8
	“At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Source: company website · checked Sep 5, 2026

Showing 25 of 111 private client accounting firms based in Columbus, United States

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Private client accounting firms based in Columbus, 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

11-50

51-200

201-500

501-1,000

1,001-5,000

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 Columbus, over 111 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 Columbus, 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 Columbus 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, 720 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 Columbus, United States?

RevenueBase identified 111 private client accounting firms headquartered in Columbus, 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?

Huntington Financial Advisors, headquartered in Columbus, 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 720 verified decision-maker contacts tracked across these 111 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 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.