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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 108 companies tracked

RevenueBase identified 108 private client accounting firms headquartered in Jacksonville, United States as of September 2026 and tracks 550 professional contacts across them, including 217 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Jacksonville, 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
108Companies
550Contacts tracked
217Verified emails
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The 25 largest private client accounting firms based in Jacksonville, United States

Ranked by team size
Top 25 of 108 private client accounting firms based in Jacksonville, 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
Ennis, Pellum & Associates, CpasIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5056

“Ennis, Pellum & Associates, CPAs is a locally owned, award-winning CPA firm founded in 1978 and based in Jacksonville, Florida.”

Source: company website · checked Sep 5, 2026
2
Financial Solution AdvisorsPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5039

“Financial Solution Advisors is a Jacksonville, Florida-based accounting firm focused on business taxes, accounting services, and long-term planning in the middle market business…”

Source: company website · checked Sep 5, 2026
3
Aegis Consulting Group, LLCIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5033

“At Aegis, we provide advanced financial advice and services throughout the country.”

Source: company website · checked Sep 5, 2026
4
Purcell, Flanagan & Hay, P.AIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5020

“Purcell, Flanagan & Hay is a law firm specializing in serving high net worth individuals and business owners.”

Source: company website · checked Sep 5, 2026
5
Golden Apple Agency INCPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5016

“At Golden Apple Agency, we believe that every business has a language, and that language is accounting.”

Source: company website · checked Sep 5, 2026
6
Masters, Smith & Wisby, P.A., Accountants & Business AdvisorsIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5016

“Masters, Smith & Wisby, P.A.”

Source: company website · checked Sep 5, 2026
7
Portnoy CPAPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5012

“We are a full service accounting and consulting firm.”

Source: company website · checked Sep 5, 2026
8
H2 AdvisorsPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5012

“At H2 Advisors, our goal is to improve our clients’ business all around with practical strategies and valuable insight.”

Source: company website · checked Sep 5, 2026
9
Gravity FinancialPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5012

“Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs.”

Source: company website · checked Sep 5, 2026
10
Capital Analysts Of JacksonvilleIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-1010

“Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.”

Source: company website · checked Sep 5, 2026
11
Simonic, Simonic, Ratnecht & Associates, INCIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-5010

“Simonic has been in business, initially as a sole-proprietorship, and subsequently as a partnership, since 1980.”

Source: company website · checked Sep 5, 2026
12
Jacksonville Wealth ManagementIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-108

“At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.”

Source: company website · checked Sep 5, 2026
13
Ross Hughes & Associates, Cpas, PllcIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-108

“Full service certified public accountants with a twist.”

Source: company website · checked Sep 5, 2026
14
Zumbahlen, Eyth, Surratt, Foote & Flynn, LTDIndirect evidence
Jacksonville, IL, United StatesHQ checked Sep 5, 20261-108
Source: company website · checked Sep 5, 2026
15
Montoya Financial StrategiesIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 2026201-5008

“Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…”

Source: company website · checked Sep 5, 2026
16
The Harbor GroupIndirect evidence
Jacksonville, United StatesHQ checked Sep 5, 202651-2008
Source: company website · checked Sep 5, 2026
17
Revision Wealth ManagementIndirect evidence
Jacksonville, United StatesHQ checked Sep 5, 202611-507

“Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to…”

Source: company website · checked Sep 5, 2026
18
Richard Camp, Cpa, PAPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-107

“Richard Camp, CPA PA is an accounting firm in Jacksonville, Florida with a full service small business accounting, estate planning, tax services at reasonable fee.”

Source: company website · checked Sep 5, 2026
19
Riverplace Capital ManagementIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-106

“Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective…”

Source: company website · checked Sep 5, 2026
20
Toams FinancialPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-106

“We provide comprehensive financial planning services tailored to the wants and needs of our clients.”

Source: company website · checked Sep 5, 2026
21
Donahoo & Mcmenamy, P.AIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-105

“A trusted law firm in Jacksonville, Florida since 1938, Donahoo & McMenamy, P.A.”

Source: company website · checked Sep 5, 2026
22
Brock CPAPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-105

“Brock CPA helps individuals and locally owned businesses with a variety of accounting services.”

Source: company website · checked Sep 5, 2026
23
Wolf Retirement NavigationPartial evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-105

“Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.”

Source: company website · checked Sep 5, 2026
24
RFW Wealth AdvisorsIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 202611-505

“RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.”

Source: company website · checked Sep 5, 2026
25
Madden Advisory Services, INCIndirect evidence
Jacksonville, FL, United StatesHQ checked Sep 5, 20261-104

“We at Madden Advisory Services, Inc.”

Source: company website · checked Sep 5, 2026

Showing 25 of 108 private client accounting firms based in Jacksonville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 217 reachable decision-makers.

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Private client accounting firms based in Jacksonville, 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
79
11-50
25
51-200
3
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 Jacksonville, over 108 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 Jacksonville, 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 Jacksonville 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, 217 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 Jacksonville, United States?

RevenueBase identified 108 private client accounting firms headquartered in Jacksonville, 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?

Ennis, Pellum & Associates, Cpas, headquartered in Jacksonville, 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 217 verified decision-maker contacts tracked across these 108 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 108 private client accounting firms based in Jacksonville, United States. Start with a free account, no credit card.

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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.

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