Skip to main content

Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Jackson, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 39 companies tracked

RevenueBase identified 39 private client accounting firms headquartered in Jackson, United States as of September 2026 and tracks 406 professional contacts across them, including 228 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Jackson, 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
39Companies
406Contacts tracked
228Verified emails
Unlock all 39 companies Free signup · no credit card · 500 free credits

The 20 largest private client accounting firms based in Jackson, United States

Ranked by team size
Top 20 of 39 private client accounting firms based in Jackson, 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
ATAPartial evidence
Jackson, TN, United StatesHQ checked Sep 5, 2026201-500224

“ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…”

Source: company website · checked Sep 5, 2026
2
Willis & JurasekIndirect evidence
Jackson, MI, United StatesHQ checked Sep 5, 202611-5023

“Willis & Jurasek, P.C.”

Source: company website · checked Sep 5, 2026
3
Sorensen & Flanagan, LLCIndirect evidence
Jackson, United StatesHQ checked Sep 5, 202611-5010

“Certified Public Accountants”

Source: company website · checked Sep 5, 2026
4
Paramount Wealth Management, INCPartial evidence
Jackson, MI, United StatesHQ checked Sep 5, 20261-1010

“Our team offers wealth management services providing clarity, insight and partnerships that our clients have relied on for over 40 years.”

Source: company website · checked Sep 5, 2026
5
Rivertree Financial PlanningPartial evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-109

“At Rivertree Financial Planning, we are dedicated to assisting our clients in growing, protecting, and managing their finances through a comprehensive approach.”

Source: company website · checked Sep 5, 2026
6
MAG CAPPartial evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-108

“MAG CAP is a full-service wealth management firm, established to offer innovative advisory services to clients”

Source: company website · checked Sep 5, 2026
7
Thompson Palmer & Associates PC Certified Public AccountantsPartial evidence
Jackson, WY, United StatesHQ checked Sep 5, 202611-507

“Thompson, Palmer & Associates is a Certified Public Accounting firm serving Jackson WY since 1976.”

Source: company website · checked Sep 5, 2026
8
Sledge&companyIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-107

“Sledge and Company provides quality financial strategies and services to corporations and individuals.”

Source: company website · checked Sep 5, 2026
9
Resolute Wealth StrategiesIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-106

“Resolute Wealth Strategies, LLC, is an SEC Registered Investment Advisory firm formed, owned, and operated by three industry veterans to be the resource wealthy families and…”

Source: company website · checked Sep 5, 2026
10
Lindsey, Parker & Martin PAPartial evidence
Jackson, MS, United StatesHQ checked Sep 5, 202611-506

“A CPA firm working to provide client services to increase the bottom line and improve the lifestyle of our clients.”

Source: company website · checked Sep 5, 2026
11
Avery Wealth, INCIndirect evidence
Jackson, MI, United StatesHQ checked Sep 5, 20261-105

“Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.”

Source: company website · checked Sep 5, 2026
12
The Thigpen GroupPartial evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-105

“We are an established, home-grown boutique firm serving the affluent client market throughout Mississippi and the Southeast.”

Source: company website · checked Sep 5, 2026
13
Goldsmith & Associates Accounting & Financial ServicesPartial evidence
Jackson, MI, United StatesHQ checked Sep 5, 20261-105

“Our accounting firm was established to provide efficient, expert solutions to businesses and individuals.”

Source: company website · checked Sep 5, 2026
14
The William Morris Group, P.AIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 202611-504
Source: company website · checked Sep 5, 2026
15
Williams, Weiss, Hester & CompanyIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 202611-504
Source: company website · checked Sep 5, 2026
16
TCL Financial & TAX ServicesIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 20261-103
Source: company website · checked Sep 5, 2026
17
Pungello CPAIndirect evidence
Jackson, NJ, United StatesHQ checked Sep 5, 20261-102

“Welcome to Pungello CPA.”

Source: company website · checked Sep 5, 2026
18
Ballew Wealth ManagementIndirect evidence
Jackson, MS, United StatesHQ checked Sep 5, 202611-501

“Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape.”

Source: company website · checked Sep 5, 2026
19
Loomis Capital ManagementIndirect evidence
Jackson, WY, United StatesHQ checked Sep 5, 20261-101

“Loomis Capital Management excels in two core domains: Advisement and Management.”

Source: company website · checked Sep 5, 2026
20
Grupp Financial LLCPartial evidence
Jackson, WY, United StatesHQ checked Sep 5, 20261-101

“Grupp Financial LLC assists families in discovering and achieving their purpose and goals through our unique client process, the LiFE ViewTM.”

Source: company website · checked Sep 5, 2026

Showing 20 of 39 private client accounting firms based in Jackson, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 228 reachable decision-makers.

Free signup · no credit card

See all 39 companies

Private client accounting firms based in Jackson, 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
28
11-50
10
201-500
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 Jackson, over 39 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 Jackson, 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 Jackson 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, 228 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 Jackson, United States?

RevenueBase identified 39 private client accounting firms headquartered in Jackson, 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?

ATA, headquartered in Jackson, 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 228 verified decision-maker contacts tracked across these 39 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 39 private client accounting firms based in Jackson, United States. Start with a free account, no credit card.

Get the full list

Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

More company lists