Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Greenwood Village, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 64 companies tracked

RevenueBase identified 64 private client accounting firms headquartered in Greenwood Village, United States as of September 2026 and tracks 529 professional contacts across them, including 174 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Greenwood Village, 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

64Companies

529Contacts tracked

174Verified emails

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The 25 largest private client accounting firms based in Greenwood Village, United States

Ranked by team size

Top 25 of 64 private client accounting firms based in Greenwood Village, 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.
#	Company	Headquarters	Employees	Contacts
1	AMG National TrustPartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	51-200	115
	“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Source: company website · checked Sep 5, 2026
2	Wealth StrategiesIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	51-200	96
	“At Wealth Strategies, financial success is about more than growing assets.” Source: company website · checked Sep 5, 2026
3	Heirloom Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	24
	“At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Source: company website · checked Sep 5, 2026
4	Nilsine PartnersIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	23
	“Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…” Source: company website · checked Sep 5, 2026
5	Presidential Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	22
	“ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Source: company website · checked Sep 5, 2026
6	Schmidt & AssociatesStrong evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	14
	“Schmidt & Associates is a Certified Public Accounting and Consulting firm that serves a global client base, including individuals, businesses, and not for profit organizations.” Source: company website · checked Sep 5, 2026
7	Alpha Capital Family OfficePartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	13
	“Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Source: company website · checked Sep 5, 2026
8	Transform WealthIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	13
	“We provide comprehensive financial planning and investment advice.” Source: company website · checked Sep 5, 2026
9	Convergence CPA GroupIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	11
	“Convergence CPA Group is a professional services firm, providing tax compliance, planning, and specialty services to mid-size businesses, family offices, and high net-worth…” Source: company website · checked Sep 5, 2026
10	Dodds WealthStrong evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	10
	“Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Source: company website · checked Sep 5, 2026
11	Burdick & Associates, P.CIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	8
	“Burdick & Associates, P.C,(B&A) successor to Burdick, Meritt & Associates, P.C.” Source: company website · checked Sep 5, 2026
12	Tandem Financial, LLCIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	7
	“Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Source: company website · checked Sep 5, 2026
13	Paramount Associates Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	7
	“Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Source: company website · checked Sep 5, 2026
14	Seed Money ConsultingIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	6
	“We’re Seed Money Consulting, an independent, fee-based, financial services company.” Source: company website · checked Sep 5, 2026
15	AuctorisIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	5
	“AUCTORIS [Latin]: Originators, architects, doers; those who give things completeness and efficient form.” Source: company website · checked Sep 5, 2026
16	Lang Allan & Company Cpas PCPartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	5
	“Lang Allan & Company provide attest, tax, financial accounting and management consulting services to small businesses and individuals.” Source: company website · checked Sep 5, 2026
17	HDA Accounting GroupPartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	11-50	4
	“Based in Denver, Colorado, HDA Accounting Group is a dental-specific CPA firm that works closely with practice owners nationwide.” Source: company website · checked Sep 5, 2026
18	JPL Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	4
	“We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.” Source: company website · checked Sep 5, 2026
19	Bolhan CpasPartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	4
	“How do we stand out from other accounting firms in Denver, Colorado?” Source: company website · checked Sep 5, 2026
20	Strategic Wealth Partners Of ColoradoIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	4
	“It's time to think differently about your business and your money.” Source: company website · checked Sep 5, 2026
21	The Lotus Group CpasIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	4
	“The Lotus Group is a leading CPA firm in the Denver area.” Source: company website · checked Sep 5, 2026
22	Summit Hill Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	3
	“Summit Hill Wealth Management helps business leaders deal with the complexity in their financial lives.” Source: company website · checked Sep 5, 2026
23	PI Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	3
	“Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Source: company website · checked Sep 5, 2026
24	Beacon Private Wealth ManagementPartial evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	2
	“Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed…” Source: company website · checked Sep 5, 2026
25	West END Wealth ManagementIndirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 5, 2026	1-10	2
	“West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.” Source: company website · checked Sep 5, 2026

Showing 25 of 64 private client accounting firms based in Greenwood Village, United States

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Private client accounting firms based in Greenwood Village, 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

11-50

51-200

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 Greenwood Village, over 64 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 Greenwood Village, 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 Greenwood Village 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, 174 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 Greenwood Village, United States?

RevenueBase identified 64 private client accounting firms headquartered in Greenwood Village, 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?

AMG National Trust, headquartered in Greenwood Village, 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 174 verified decision-maker contacts tracked across these 64 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 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.