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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Frisco, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 56 companies tracked

RevenueBase identified 56 private client accounting firms headquartered in Frisco, United States as of September 2026 and tracks 675 professional contacts across them, including 339 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Frisco, 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
56Companies
675Contacts tracked
339Verified emails
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The 25 largest private client accounting firms based in Frisco, United States

Ranked by team size
Top 25 of 56 private client accounting firms based in Frisco, 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
Cain Watters & AssociatesIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 2026201-500264

“Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.”

Source: company website · checked Sep 5, 2026
2
AG FintaxIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202651-20081

“AG FinTax is a full-service tax advisory and financial consulting firm headquartered in Frisco, Texas, with offices in Bothell, WA and Hyderabad, India.”

Source: company website · checked Sep 5, 2026
3
Eagle Financial Group, INCIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202651-20046

“Eagle Financial Group is in the business of preserving people’s assets since.”

Source: company website · checked Sep 5, 2026
4
The CJ GroupIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5045

“The CJ Group (formerly Cornwell Jackson) is a team of certified public accountants and advisors dedicated to the success of today's entrepreneur.”

Source: company website · checked Sep 5, 2026
5
Quadcap Wealth Management, LLCIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5028

“QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas.”

Source: company website · checked Sep 5, 2026
6
MRMIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5025

“At MRM, we’re your advisor, not just your CPA or wealth advisor.”

Source: company website · checked Sep 5, 2026
7
Hensley CPA Firm PAPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5020

“Hensley CPA Firm is a Next Generation Accounting Firm established in 1996.”

Source: company website · checked Sep 5, 2026
8
Shifflett & Philips, LLPPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5014

“Shifflett & Philips has an outstanding reputation for providing proactive quality tax and accounting services that exceed industry standards for both business and individuals.”

Source: company website · checked Sep 5, 2026
9
The TAX Planning ProsIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 202611-5011

“Tax Planning Pros is a specialized financial services firm that offers comprehensive tax advisory, wealth management, and Virtual CFO (Chief Financial Officer) services tailored…”

Source: company website · checked Sep 5, 2026
10
Swimelar Cpa, PCPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-1011

“Welcome to Swimelar CPA, PC Swimelar CPA, PC in Frisco, TX provides a full range of tax preparation, accounting and bookkeeping services.”

Source: company website · checked Sep 5, 2026
11
Tennyson Advisory Group, LLCPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-108

“We are a boutique firm that values long-term client relationships.”

Source: company website · checked Sep 5, 2026
12
Bell Financial GroupIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-107

“Founded in 1979, Bell Financial Group is independently owned and operated.”

Source: company website · checked Sep 5, 2026
13
Brennan Wealth Advisors, L.L.CIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-106

“We are an independent financial advisory firm powered by seasoned advisors.”

Source: company website · checked Sep 5, 2026
14
Valtierra Investment GroupIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-106

“Valtierra Investment Group is a boutique wealth management firm serving successful individuals, families, business owners, executives, and retirees seeking comprehensive…”

Source: company website · checked Sep 5, 2026
15
WealthvisoryPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-105

“Our team founded WealthVisory with a vision to build long-term client relationships with the highest level of service.”

Source: company website · checked Sep 5, 2026
16
Stone Wealth StrategiesPartial evidence
Frisco, CO, United StatesHQ checked Sep 5, 20261-105

“Here at Stone Wealth Strategies, formerly Stone CPA & Advisors, we strive to work with clients all over the country, for whom we can find real tax savings, and help them achieve…”

Source: company website · checked Sep 5, 2026
17
Tennyson Capital Partners, LLCIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-105

“Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country.”

Source: company website · checked Sep 5, 2026
18
Stuhr & Associates, LLCPartial evidence
Frisco, CO, United StatesHQ checked Sep 5, 20261-105

“Stuhr & Associates, LLC is an accounting company based out of PO Box 573, Frisco, Colorado, United States.”

Source: company website · checked Sep 5, 2026
19
Parry Financial AdvisorsIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-105

“We provide wealth management and retirement planning services for families and business owners.”

Source: company website · checked Sep 5, 2026
20
Jrmr Consulting & Services, LLCPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-104

“JRMR Consulting & Services provides higher end outsourced-customized full accounting & advisory services, fractional CFO & COO services, philanthropic management, and real estate…”

Source: company website · checked Sep 5, 2026
21
K. Evans & Associates, PllcIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-103

“K.”

Source: company website · checked Sep 5, 2026
22
Eagle Retirement GroupIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-103

“Eagle Retirement Group empowers you to pursue a lifestyle beyond your imagination.”

Source: company website · checked Sep 5, 2026
23
CPR Wealth Management LLCIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-102

“CPR Wealth Management's vision was born from a deep longing to make a lasting impact that resonates through generations, crafting a legacy that stands the test of time.”

Source: company website · checked Sep 5, 2026
24
Gordon Private WealthPartial evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-101

“Gordon Private Wealth is a wealth management company created to serve families, executive leaders, athletes, and business owners who have accumulated wealth through either a…”

Source: company website · checked Sep 5, 2026
25
Unity Wealth StrategiesIndirect evidence
Frisco, TX, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026

Showing 25 of 56 private client accounting firms based in Frisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 339 reachable decision-makers.

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Private client accounting firms based in Frisco, 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
39
11-50
13
51-200
2
201-500
1
1,001-5,000
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 Frisco, over 56 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 Frisco, 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 Frisco 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, 339 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 Frisco, United States?

RevenueBase identified 56 private client accounting firms headquartered in Frisco, 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?

Cain Watters & Associates, headquartered in Frisco, 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 339 verified decision-maker contacts tracked across these 56 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 56 private client accounting firms based in Frisco, 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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