Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 281 companies tracked

RevenueBase identified 281 private client accounting firms headquartered in Dallas, United States as of September 2026 and tracks 2,811 professional contacts across them, including 1,546 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Dallas, 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

281Companies

2,811Contacts tracked

1,546Verified emails

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

Ranked by team size

Top 25 of 281 private client accounting firms based in Dallas, 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	Saville Cpas & AdvisorsIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	217
	“Established in 1965, Saville was created with humble beginnings and supported by the strong values of our two industrious founders, John Saville and Allen Dodgen.” Source: company website · checked Sep 5, 2026
2	Tolleson Wealth ManagementIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	201-500	206
	“At Tolleson, we're all about building relationships and strengthening financial futures.” Source: company website · checked Sep 5, 2026
3	Lane Gorman Trubitt, LLCPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	164
	“Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston.” Source: company website · checked Sep 5, 2026
4	Texas Financial AdvisorsIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	108
	“At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Source: company website · checked Sep 5, 2026
5	BVWDIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	86
	“Bodwell Vasek Wells DeSimone LLP, BVWD, is a full service, registered CPA firm offering audit, tax, and consulting services.” Source: company website · checked Sep 5, 2026
6	Beaird HarrisPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	81
	“Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” Source: company website · checked Sep 5, 2026
7	True North AdvisorsPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	80
	“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: company website · checked Sep 5, 2026
8	SST Accountants & ConsultantsStrong evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	74
	“SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Source: company website · checked Sep 5, 2026
9	Quotient Wealth PartnersIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	62
	“As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: company website · checked Sep 5, 2026
10	LEE FinancialIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	44
	“Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: company website · checked Sep 5, 2026
11	Wealth Partners AllianceIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	37
	“Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: company website · checked Sep 5, 2026
12	Turner, Stone & Company, L.L.PPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	51-200	34
	“Turner, Stone & Company, LLP is an accounting company based out of 12700 PARK CENTRAL DR, Dallas, Texas, United States.” Source: company website · checked Sep 5, 2026
13	Smith Anglin FinancialIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	33
	“We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: company website · checked Sep 5, 2026
14	Daniels & Erickson, P.CIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	33
	Source: company website · checked Sep 5, 2026
15	Fox, Byrd & Company, P.CPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	27
	“With over 60 years in Dallas, Fox, Byrd & Company is a CPA firm offering a full range of services, including accounting, assurance, consulting, and tax planning and compliance for…” Source: company website · checked Sep 5, 2026
16	Carter Financial ManagementIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	26
	“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: company website · checked Sep 5, 2026
17	Omotayo CPA LLCPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	25
	“We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.” Source: company website · checked Sep 5, 2026
18	Gurian Cpa, PllcPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	24
	“Gurian PLLC, a Dallas CPA firm, provides exceptional accounting and CPA services to individuals and business owners with varying financial needs.” Source: company website · checked Sep 5, 2026
19	HFS Wealth ManagementIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	22
	“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: company website · checked Sep 5, 2026
20	Truanalyst SolutionsIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	22
	“Accountants in USA & Canada” Source: company website · checked Sep 5, 2026
21	Sharpe LAW GroupIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	21
	“A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: company website · checked Sep 5, 2026
22	Strata Wealth Advisors, LLCIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	21
	“Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: company website · checked Sep 5, 2026
23	Candy & Schonwald, PllcIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	19
	“Candy & Schonwald was formed in May 1976, by Jerry A.” Source: company website · checked Sep 5, 2026
24	CMH Advisors, PllcIndirect evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	17
	“At CMH Advisors, we go beyond the numbers.” Source: company website · checked Sep 5, 2026
25	Hall Accounting CompanyPartial evidence	Dallas, TX, United StatesHQ checked Sep 5, 2026	11-50	17
	“Hall Accounting Company is a full-service accounting services firm that offers tailored services in the areas of accounting, taxation and finance to a growing number of companies.” Source: company website · checked Sep 5, 2026

Showing 25 of 281 private client accounting firms based in Dallas, United States

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Private client accounting firms based in Dallas, 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

195

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 Dallas, over 281 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 Dallas, 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 Dallas 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, 1,546 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 Dallas, United States?

RevenueBase identified 281 private client accounting firms headquartered in Dallas, 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?

Saville Cpas & Advisors, headquartered in Dallas, 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 1,546 verified decision-maker contacts tracked across these 281 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.