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 private client accounting firms headquartered in Englewood, United States as of September 2026 and tracks 1,218 professional contacts across them, including 840 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Englewood, 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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

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 private client accounting firms based in Englewood, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 5, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 5, 2026
2	Richey MAY	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	201-500	318 contacts →
	Partial evidence “Richey May is a Top 50 accounting, advisory, and cybersecurity firm helping organizations navigate complexity, manage risk, and achieve sustainable growth.” Source: RevenueBase Database · checked Sep 5, 2026
3	JDS Professional Group	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	51-200	45 contacts →
	Partial evidence “JDS Professional Group has established it's place in the Denver Market by putting our clients first and creating innovative systems and processes.” Source: RevenueBase Database · checked Sep 5, 2026
4	Colorado Business Cpa, LLC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	13 contacts →
	Indirect evidence “Colorado Business CPA, LLC serves as a trusted advisor to businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 5, 2026
5	Inverness Wealth Management	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Indirect evidence “Big dreams, zero time to spare?” Source: RevenueBase Database · checked Sep 5, 2026
6	Malesardi, Quackenbush, Swift & Company LLC	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 5, 2026
7	The Browning Group Ii, LLC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “The Browning Group II, LLC is a diversified financial service firm.” Source: RevenueBase Database · checked Sep 5, 2026
8	The Leigh Wealth Management Group	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “The Leigh Wealth Management Group offers customized comprehensive financial planning focused on active listening & goals (investment services, individual retirement & financial…” Source: RevenueBase Database · checked Sep 5, 2026
9	Corne Jantz & Associates	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence “Corne Jantz & Associates is a CPA firm specializing in tax planning, tax preparation and consulting services.” Source: RevenueBase Database · checked Sep 5, 2026
10	Noble Wealth Management PBC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
11	Zick Business Advisors, INC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
12	Fred P. Kreuzer, CPA & Associates	Partial evidence	Englewood, OH, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
13	Vineyard Global Advisors	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…” Source: RevenueBase Database · checked Sep 5, 2026
14	Advised Assets Group LLC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
15	Design Wealth Advisors	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.” Source: RevenueBase Database · checked Sep 5, 2026
16	Harmony Private Client Advisers	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services…” Source: RevenueBase Database · checked Sep 5, 2026
17	Blue Heron Capital, LLC	Indirect evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
18	Quintus Financial Services	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.” Source: RevenueBase Database · checked Sep 5, 2026
19	Mcnerney Financial	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 5, 2026
20	Navigate TAX & Accounting Advisors	Strong evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026
21	Mercier CPA Associates PA	Indirect evidence	Englewood, FL, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “CPA firm in Englewood FL prepares bookkeeping and taxes for businesses, condominiums, trusts and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
22	Taxes Tech CPA Services	Partial evidence	Englewood, CO, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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)

1857.1%Largest-city concentration · New York

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

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 RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Englewood, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 Englewood 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 its RevenueBase Smart Search 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, 840 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private client accounting firms are there based in Englewood, United States?

RevenueBase identified 35 private client accounting firms headquartered in Englewood, 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?

Pathstone, headquartered in Englewood, 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 840 verified decision-maker contacts tracked across these 35 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 Smart Search, 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.