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 company matches for private client accounting firms associated with Dallas, United States as of September 2026 and tracks 2,811 professional contacts across them, including 1,546 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Dallas has 281.

This list covers company matches for private client accounting firms associated with Dallas, 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

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 company matches for private client accounting firms based in Dallas, 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	Saville Cpas & Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	217 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	201-500	206 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Lane Gorman Trubitt, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	164 contacts →
	Exact match “Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Texas Financial Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	108 contacts →
	Exact match “At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	BVWD	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	86 contacts →
	Exact match “Bodwell Vasek Wells DeSimone LLP, BVWD, is a full service, registered CPA firm offering audit, tax, and consulting services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Beaird Harris	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	81 contacts →
	Exact match “Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	True North Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	80 contacts →
	Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	SST Accountants & Consultants	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	74 contacts →
	Exact match “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	62 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Turner, Stone & Company, L.L.P	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	51-200	34 contacts →
	Exact match “Turner, Stone & Company, LLP is an accounting company based out of 12700 PARK CENTRAL DR, Dallas, Texas, United States.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	33 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Daniels & Erickson, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	33 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Fox, Byrd & Company, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Omotayo CPA LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	25 contacts →
	Exact match “We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Gurian Cpa, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	24 contacts →
	Exact match “Gurian PLLC, a Dallas CPA firm, provides exceptional accounting and CPA services to individuals and business owners with varying financial needs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Truanalyst Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “Accountants in USA & Canada” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Strata Wealth Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
23	Candy & Schonwald, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	19 contacts →
	Exact match “Candy & Schonwald was formed in May 1976, by Jerry A.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
24	CMH Advisors, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	17 contacts →
	Exact match “At CMH Advisors, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
25	Hall Accounting Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 5, 2026	11-50	17 contacts →
	Exact match “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.” 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 281 private client accounting firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,546 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private client accounting firms based in Dallas, United States at a glance

As of Sep 5, 2026

55.0%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data 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 for Dallas, 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

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 Dallas, 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 1,546 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 Dallas, United States?

RevenueBase identified 281 company matches for private client accounting firms associated with Dallas, 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?

Saville Cpas & 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). Dallas has 281.

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 1,546 professional contacts with verified work emails tracked across these 281 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.