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Company lists · Data refreshed September 2026

Top 21 Private client accounting firms based in Dublin, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 31 companies tracked

RevenueBase identified 31 private client accounting firms headquartered in Dublin, United States as of September 2026 and tracks 290 professional contacts across them, including 187 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Dublin, 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
31Companies
290Contacts tracked
187Verified emails
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The 21 largest private client accounting firms based in Dublin, United States

Ranked by team size
Top 21 of 31 private client accounting firms based in Dublin, 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.
#CompanyHeadquartersEmployeesContacts
1
Everhart AdvisorsIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-5060

“Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families.”

Source: company website · checked Sep 5, 2026
2
Golden ReservePartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-5047

“Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder…”

Source: company website · checked Sep 5, 2026
3
Whalen CpasIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-5041

“Whalen CPAs is a full service CPA firm located in Dublin, Ohio.”

Source: company website · checked Sep 5, 2026
4
PDS Planning, INCIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-5026

“At PDS Planning, we believe financial advice should be clear, transparent, and always in your best interest.”

Source: company website · checked Sep 5, 2026
5
RHWPartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-1017

“RHW CPAs is a Certified Public Accountants firm focused providing specialized services based on each client’s specific needs.”

Source: company website · checked Sep 5, 2026
6
Palma Financial Services, INCPartial evidence
Dublin, CA, United StatesHQ checked Sep 5, 20261-1015

“Palma Financial Services, Inc provides creative, pro-active, financial strategies and life coaching to individual clients, corporations, and small businesses around Dublin, CA…”

Source: company website · checked Sep 5, 2026
7
Keeler & Nadler Family WealthIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-5012

“Through careful listening and diligent fund management, we provide individuals and families expert, objective financial advice to build wealth and help ensure their future…”

Source: company website · checked Sep 5, 2026
8
Adams AccountingPartial evidence
Dublin, CA, United StatesHQ checked Sep 5, 20261-108

“ACCOUNTING & BOOKKEEPING: With today's technology you can and should move away from doing your own bookkeeping in-house.”

Source: company website · checked Sep 5, 2026
9
Legacy Retirement GroupIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-107

“Legacy Retirement Group is a member of the Central Ohio Better Business Bureau, National Ethics Bureau, and the Dublin Chamber of Commerce.”

Source: company website · checked Sep 5, 2026
10
Steve KAU CPA PCIndirect evidence
Dublin, CA, United StatesHQ checked Sep 5, 20261-106

“Steve Kau CPA PC is a CPA firm located in Dublin, CA”

Source: company website · checked Sep 5, 2026
11
True North Wealth PartnersIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-105

“At True North Wealth Partners, you don't do it alone.”

Source: company website · checked Sep 5, 2026
12
Global Financial Partners LLCIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-104

“At Global Financial Partners, we believe financial planning is more than numbers - It's about building a strategy that supports your life, your business, and your legacy.”

Source: company website · checked Sep 5, 2026
13
Switzer, ROY & JonesIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-104

“Switzer, Roy & Jones has been trusted partners in the Dublin community.”

Source: company website · checked Sep 5, 2026
14
Waypoint Financial, LLCIndirect evidence
Dublin, PA, United StatesHQ checked Sep 5, 20261-103

“At the heart of what we do is advising you on how to manage, direct, and coordinate all the different facets of your financial life.”

Source: company website · checked Sep 5, 2026
15
Cseplo ConsultingPartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-102

“Client Focused, Results Driven”

Source: company website · checked Sep 5, 2026
16
Fidler & FidlerPartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-502

“Fidler & Fidler CPAs LLP is a Dublin CPA firm that provides a wide variety of accounting, tax and financial management services.”

Source: company website · checked Sep 5, 2026
17
COX Financial GroupIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-501
Source: company website · checked Sep 5, 2026
18
Farwick Curran & Horgan LLPIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 202611-501
Source: company website · checked Sep 5, 2026
19
Step UP Wealth Management, LLCIndirect evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-101

“Financial and Wealth Planning from a Fiduciary Perspective.”

Source: company website · checked Sep 5, 2026
20
BCG Certified Public AccountantsPartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-101

“We provide personalized accounting and tax services for a variety of industries and individuals.”

Source: company website · checked Sep 5, 2026
21
Mahler Wealth ManagementPartial evidence
Dublin, OH, United StatesHQ checked Sep 5, 20261-101

“Our clients know they have a trusted partner in Mahler Wealth Management, allowing them to focus on what is essential and live their best lives.”

Source: company website · checked Sep 5, 2026

Showing 21 of 31 private client accounting firms based in Dublin, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 187 reachable decision-makers.

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Private client accounting firms based in Dublin, 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
21
11-50
10

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 Dublin, over 31 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 Dublin, 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 Dublin 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, 187 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 Dublin, United States?

RevenueBase identified 31 private client accounting firms headquartered in Dublin, 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?

Everhart Advisors, headquartered in Dublin, 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 187 verified decision-maker contacts tracked across these 31 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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Related lists

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.

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