Company lists · Data refreshed September 2026

Top 22 Private client accounting firms based in Englewood, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 35 companies tracked

RevenueBase identified 35 company matches for private client accounting firms associated with Englewood, United States as of September 2026 and tracks 1,218 professional contacts across them, including 840 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Englewood has 35.

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

35Companies

1,218Contacts tracked

840Verified emails

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The 22 largest private client accounting firms based in Englewood, United States

Ranked by team size

Top 22 of 35 company matches for private client accounting firms based in Englewood, 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	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 5, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Richey MAY	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	201-500	318 contacts →
	Exact match “Richey May is a Top 50 accounting, advisory, and cybersecurity firm helping organizations navigate complexity, manage risk, and achieve sustainable growth.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	JDS Professional Group	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	51-200	45 contacts →
	Exact match “JDS Professional Group has established it's place in the Denver Market by putting our clients first and creating innovative systems and processes.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Colorado Business Cpa, LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	13 contacts →
	Exact match “Colorado Business CPA, LLC serves as a trusted advisor to businesses in a variety of industries.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Inverness Wealth Management	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	11-50	13 contacts →
	Exact match “Big dreams, zero time to spare?” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Malesardi, Quackenbush, Swift & Company LLC	Exact match	Englewood, NJ, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “For over 50 years, since its founding, Malesardi, Quackenbush, Swift & Company has built a solid reputation for providing quality service to clients in the metropolitan area.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	The Browning Group Ii, LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “The Browning Group II, LLC is a diversified financial service firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	The Leigh Wealth Management Group	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “The Leigh Wealth Management Group offers customized comprehensive financial planning focused on active listening & goals (investment services, individual retirement & financial…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Corne Jantz & Associates	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “Corne Jantz & Associates is a CPA firm specializing in tax planning, tax preparation and consulting services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Noble Wealth Management PBC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “Noble Wealth Management is a high end financial planning firm with a team of experienced and credentialed advisors to advise and guide the totality of your financial life…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Zick Business Advisors, INC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “We are a Colorado professional corporation of Certified Public Accountants and Certified Valuation Analysts focused on the needs of closely held businesses and business owners, as…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Fred P. Kreuzer, CPA & Associates	Exact match	Englewood, OH, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “With over 30 years experience, we are a certified public accounting firm specializing in new and small business bookkeeping, payroll, investment & retirement planning and personal…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Vineyard Global Advisors	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Advised Assets Group LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Design Wealth Advisors	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Harmony Private Client Advisers	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Blue Heron Capital, LLC	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Quintus Financial Services	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Mcnerney Financial	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “At McNerney Financial, our mission is to bring value to every individual and family that we meet and always have the client’s best interest in mind.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Navigate TAX & Accounting Advisors	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Navigate Tax & Accounting Advisors, LLC is a full-service CPA firm dedicated to providing our clients with the highest level of personal and professional service covering…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Mercier CPA Associates PA	Exact match	Englewood, FL, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “CPA firm in Englewood FL prepares bookkeeping and taxes for businesses, condominiums, trusts and individuals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Taxes Tech CPA Services	Exact match	Englewood, CO, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “As a technologically advanced CPA firm servicing small businesses, we began as a group of Big 4 auditors who felt that our unique forensic accounting and auditing skills would…” 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 22 of 35 private client accounting firms based in Englewood, United States

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

As of Sep 5, 2026

69.0%Verified-email coverage

34.8Average 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

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Englewood, so it is reported there. Company counts and contact totals on this page are exact for Englewood, over 35 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 Englewood, 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 840 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 Englewood, United States?

RevenueBase identified 35 company matches for private client accounting firms associated with Englewood, 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?

Pathstone 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). Englewood has 35.

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 840 professional contacts with verified work emails tracked across these 35 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.