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Company lists · Data refreshed September 2026

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

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, 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
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. 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
PathstoneIndirect evidence
Englewood, NJ, United StatesHQ checked Sep 5, 2026501-1,000692

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Source: company website · checked Sep 5, 2026
2
Richey MAYPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 2026201-500318

“Richey May is a Top 50 accounting, advisory, and cybersecurity firm helping organizations navigate complexity, manage risk, and achieve sustainable growth.”

Source: company website · checked Sep 5, 2026
3
JDS Professional GroupPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 202651-20045

“JDS Professional Group has established it's place in the Denver Market by putting our clients first and creating innovative systems and processes.”

Source: company website · checked Sep 5, 2026
4
Colorado Business Cpa, LLCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-1013

“Colorado Business CPA, LLC serves as a trusted advisor to businesses in a variety of industries.”

Source: company website · checked Sep 5, 2026
5
Inverness Wealth ManagementIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 202611-5013

“Big dreams, zero time to spare?”

Source: company website · checked Sep 5, 2026
6
Malesardi, Quackenbush, Swift & Company LLCPartial evidence
Englewood, NJ, United StatesHQ checked Sep 5, 202611-5012

“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: company website · checked Sep 5, 2026
7
The Browning Group Ii, LLCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 202611-5011

“The Browning Group II, LLC is a diversified financial service firm.”

Source: company website · checked Sep 5, 2026
8
The Leigh Wealth Management GroupIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-1010

“The Leigh Wealth Management Group offers customized comprehensive financial planning focused on active listening & goals (investment services, individual retirement & financial…”

Source: company website · checked Sep 5, 2026
9
Corne Jantz & AssociatesIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-109

“Corne Jantz & Associates is a CPA firm specializing in tax planning, tax preparation and consulting services.”

Source: company website · checked Sep 5, 2026
10
Noble Wealth Management PBCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-107

“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: company website · checked Sep 5, 2026
11
Zick Business Advisors, INCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-107

“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: company website · checked Sep 5, 2026
12
Fred P. Kreuzer, CPA & AssociatesPartial evidence
Englewood, OH, United StatesHQ checked Sep 5, 20261-105

“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: company website · checked Sep 5, 2026
13
Vineyard Global AdvisorsIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-104

“Through an integrated family of companies, Vineyard harnesses the portfolio construction talents of global investment managers and the strategic planning capabilities of its…”

Source: company website · checked Sep 5, 2026
14
Advised Assets Group LLCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 202611-504
Source: company website · checked Sep 5, 2026
15
Design Wealth AdvisorsPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-104

“We provide financial services for clients who insist on custom solutions designed to adapt to their ever-changing needs.”

Source: company website · checked Sep 5, 2026
16
Harmony Private Client AdvisersIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-103

“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: company website · checked Sep 5, 2026
17
Blue Heron Capital, LLCIndirect evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-103

“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: company website · checked Sep 5, 2026
18
Quintus Financial ServicesPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-102

“Quintus Financial Services is a firm that strives to take clients to a new level of service, knowledge, and opportunity.”

Source: company website · checked Sep 5, 2026
19
Mcnerney FinancialPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-102

“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: company website · checked Sep 5, 2026
20
Navigate TAX & Accounting AdvisorsStrong evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-102

“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: company website · checked Sep 5, 2026
21
Mercier CPA Associates PAIndirect evidence
Englewood, FL, United StatesHQ checked Sep 5, 20261-102

“CPA firm in Englewood FL prepares bookkeeping and taxes for businesses, condominiums, trusts and individuals.”

Source: company website · checked Sep 5, 2026
22
Taxes Tech CPA ServicesPartial evidence
Englewood, CO, United StatesHQ checked Sep 5, 20261-101

“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: company website · checked Sep 5, 2026

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
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
24
11-50
6
51-200
1
201-500
1
501-1,000
1
5,001-10,000
1

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 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 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 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.
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 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, 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

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.

Ready to reach these companies? Verified emails and direct dials for all 35 private client accounting firms based in Englewood, United States. Start with a free account, no credit card.

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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.

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