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 company matches for private client accounting firms associated with Columbus, United States as of September 2026 and tracks 1,504 professional contacts across them, including 720 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Columbus has 111.

This list covers company matches for private client accounting firms associated with Columbus, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

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 company matches for private client accounting firms based in Columbus, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	BHM CPA Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	51-200	72 contacts →
	Exact match “We are a full-service CPA firm licensed in OH.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Summit Financial Strategies, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	52 contacts →
	Exact match “Summit Financial Strategies isn’t your typical financial planning firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Holbrook & Manter, Cpas	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	51-200	48 contacts →
	Exact match “We are a team of accounting and business advisory professionals who help companies grow through thoughtful, personalized service.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	T. E. Lott & Company, Cpa's	Exact match	Columbus, MS, United StatesHQ recorded Sep 5, 2026	51-200	48 contacts →
	Exact match “T.E.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Robinson, Grimes & Company	Exact match	Columbus, GA, United StatesHQ recorded Sep 5, 2026	51-200	43 contacts →
	Exact match “Robinson Grimes is the largest Certified Public Accounting firm in Columbus and one of the largest CPA firms in the state of Georgia.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Upsourced	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	34 contacts →
	Exact match “Upsourced is accounting for a new sense of agency.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	ARM Cpas	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	27 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Cruise & Associates	Exact match	Columbus, NE, United StatesHQ recorded Sep 5, 2026	11-50	23 contacts →
	Exact match “At Cruise & Associates, we work for people who work.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Ascend Advisory Group	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	CPA Advisory Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	16 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Signature Financial Group, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	201-500	16 contacts →
	Exact match “Signature Financial Group, LLC, is a full-service wealth management firm with its history dating back to 1870 in Columbus, Ohio.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Financial Concepts - Mississippi	Exact match	Columbus, MS, United StatesHQ recorded Sep 5, 2026	11-50	15 contacts →
	Exact match “Most people think of financial planning or investments as a numbers business.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	ABC Accounting & TAX Services	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	14 contacts →
	Exact match “ABC Accounting and Tax Services specializes in serving the accounting needs of small businesse owners and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	GGM Financial, LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Oles Associates LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “Public Accounting Firm Our TEAM at Oles + Associates works together to provide exceptional services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Parms Company	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “Who we are and what we do.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	AJK LLC	Exact match	Columbus, GA, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “We are a traditional CPA firm located in Columbus, Georgia.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Winkel Green & Company LLP	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	10 contacts →
	Exact match “CPA firm based out of 3752 North High Street, Columbus, Ohio, United States.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Waller Financial Planning Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	11-50	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Meyers Wealth Management	Exact match	Columbus, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Vawter Financial	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “Your money matters - and so do you.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
23	Libertas Wealth Management Group, INC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “Libertas Wealth Management Group is a fee-only, fiduciary financial planning and investment management firm based in Columbus, Ohio.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
24	Kensington Wealth Partners, LTD	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “Life moves fast.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
25	Trinity Financial Advisors LLC	Exact match	Columbus, OH, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “At Trinity Financial Advisors, helping our clients achieve their financial goals is our highest priority.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private client accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

47.9%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data 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 for Columbus, 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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Columbus, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 720 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private client accounting firms are there based in Columbus, United States?

RevenueBase identified 111 company matches for private client accounting firms associated with Columbus, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Huntington Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Columbus has 111.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 720 professional contacts with verified work emails tracked across these 111 companies; direct dials are available where recorded.

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.