Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 41 companies tracked

RevenueBase identified 41 private client accounting firms headquartered in Concord, United States as of September 2026 and tracks 291 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Concord, 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

41Companies

291Contacts tracked

144Verified emails

Unlock all 41 companies Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 41 private client accounting firms based in Concord, 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	Nathan Wechsler & CompanyIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	11-50	52
	“Mission: At Nathan Wechsler & Company, P.A.” Source: company website · checked Sep 5, 2026
2	Twelve Points Wealth ManagementIndirect evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	11-50	32
	“Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades.” Source: company website · checked Sep 5, 2026
3	Mason Rich, CpasIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	11-50	26
	“Numbers talk.” Source: company website · checked Sep 5, 2026
4	Gordon Keeter Nichols CpasPartial evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	19
	“Gordon Keeter Nichols CPAs PA is one of the leading certified public accounting (CPA) firms in the Charlotte metropolitan area.” Source: company website · checked Sep 5, 2026
5	NhtrustPartial evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	11-50	16
	“NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial…” Source: company website · checked Sep 5, 2026
6	Globe Wealth ManagementIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	12
	“46 South Main Street - Suite 5, Concord, New Hampshire 03301 \| 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together.” Source: company website · checked Sep 5, 2026
7	Archvest Wealth AdvisorsIndirect evidence	Concord, CA, United StatesHQ checked Sep 5, 2026	1-10	9
	“Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance.” Source: company website · checked Sep 5, 2026
8	Mcdonald & Kanyuk, PllcIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	8
	Source: company website · checked Sep 5, 2026
9	Scheid Deignan Brown PCPartial evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	11-50	8
	“At Scheid Deignan Brown PC, formerly known as Scheid & Company PC, we advise individuals and families, entrepreneurial and privately-held businesses, estates and trusts, and…” Source: company website · checked Sep 5, 2026
10	Beth W. Belk, P.AStrong evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	6
	“Our firm is dedicated to helping our clients reach their financial goals by providing exceptional accounting and income tax services.” Source: company website · checked Sep 5, 2026
11	Leonard & Associates, CPA PllcIndirect evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	5
	“Leonard & Associates, CPA PLLC has the specialized tax planning expertise that you can only get from a Certified Tax Coach.” Source: company website · checked Sep 5, 2026
12	Colonial Bookkeeping & Tax, INCIndirect evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	Source: company website · checked Sep 5, 2026
13	Mill Capital Management, LLCIndirect evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“Mill Capital Management is a boutique money management firm providing investment management and wealth planning to affluent wealthy individuals and their families.” Source: company website · checked Sep 5, 2026
14	LNB Accounting CpasPartial evidence	Concord, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“We are a team of accounting experts who provide a variety of accounting and tax consulting services to individuals, small businesses.” Source: company website · checked Sep 5, 2026
15	Walsh & Associates, PCIndirect evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	1-10	4
	“Since Walsh & Associates has provided quality, personalized financial guidance to local individuals and businesses.” Source: company website · checked Sep 5, 2026
16	Younce Accounting & TAX Group, LLCStrong evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Younce Accounting & Tax Group, LLC, we offer full service accounting, bookkeeping, payroll, advisory and tax planning and preparation services to small business clients and…” Source: company website · checked Sep 5, 2026
17	Carew & Wells, PllcIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	3
	Source: company website · checked Sep 5, 2026
18	Altus Investment GroupIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	3
	“Altus Investment Group LLC offers fee-based investment management, financial planning and guidance to working individuals, families, and professionals.” Source: company website · checked Sep 5, 2026
19	Oliver Capital ManagementIndirect evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Oliver Capital Management is a financial advisory firm, with offices in Boston and New York City.” Source: company website · checked Sep 5, 2026
20	Woodman & Eaton PCIndirect evidence	Concord, MA, United StatesHQ checked Sep 5, 2026	11-50	2
	“Monument Financial Advisors is an independent wealth management firm providing personalized, objective advice and counsel to high net worth individuals and families.” Source: company website · checked Sep 5, 2026
21	Wealth Management Of The CarolinasIndirect evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	2
	Source: company website · checked Sep 5, 2026
22	KFX Accounting & TAX Solutions LLCStrong evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	2
	“Full service CPA with over 18 years of financial and tax experience from both the public accounting and private business sectors.” Source: company website · checked Sep 5, 2026
23	Derek M. Barton, CPAIndirect evidence	Concord, NH, United StatesHQ checked Sep 5, 2026	1-10	1
	“We offer a wide variety of services for businesses large and small as well as individual tax preparation.” Source: company website · checked Sep 5, 2026
24	Hickory Asset ManagementIndirect evidence	Concord, OH, United StatesHQ checked Sep 5, 2026	1-10	1
	“Hickory Asset Management is an independent investment advisory firm providing comprehensive financial planning and investment management services to retirees, professionals…” Source: company website · checked Sep 5, 2026
25	Susan Gordon Lee, CPAPartial evidence	Concord, NC, United StatesHQ checked Sep 5, 2026	1-10	1
	“Susan Gordan Lee CPA is a full service tax, accounting and business consulting firm located in Concord, NC” Source: company website · checked Sep 5, 2026

Showing 25 of 41 private client accounting firms based in Concord, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 144 reachable decision-makers.

Free signup · no credit card

See all 41 companies

Private client accounting firms based in Concord, 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

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 Concord, over 41 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 Concord, 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 Concord 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, 144 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 Concord, United States?

RevenueBase identified 41 private client accounting firms headquartered in Concord, 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?

Nathan Wechsler & Company, headquartered in Concord, 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 144 verified decision-maker contacts tracked across these 41 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 41 private client accounting firms based in Concord, United States. Start with a free account, no credit card.

Get the full list

Related lists

Private client accounting firms by geography

Browse the directory

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.