Company lists · Data refreshed September 2026

Top 24 Private client accounting firms based in Lakewood, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 41 companies tracked

RevenueBase identified 41 private client accounting firms headquartered in Lakewood, United States as of September 2026 and tracks 536 professional contacts across them, including 301 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Lakewood, 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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

41Companies

536Contacts tracked

301Verified emails

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The 24 largest private client accounting firms based in Lakewood, United States

Ranked by team size

Top 24 of 41 private client accounting firms based in Lakewood, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	HFA	Partial evidence	Lakewood, NJ, United StatesHQ checked Sep 5, 2026	51-200	121 contacts →
	Partial evidence “HFA is an innovative public accounting and consulting firm serving New Jersey, Pennsylvania and New York.” Source: RevenueBase Database · checked Sep 5, 2026
2	Longwise Wealth Partners	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	11-50	19 contacts →
	Partial evidence “Longwise Wealth Partners is a nationally recognized wealth management firm helping high net worth clients protect and prosper via an integrated planning approach to managing…” Source: RevenueBase Database · checked Sep 5, 2026
3	Neuhaus Cpas	Strong evidence	Lakewood, NJ, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Strong evidence “Neuhaus CPAs is a leading boutique accounting and advisory firm with more than two decades of experience delivering sophisticated financial solutions to privately held businesses…” Source: RevenueBase Database · checked Sep 5, 2026
4	Accounting & TAX Solutions INC	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	17 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
5	Marrs, Sevier & Company LLC	Strong evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Strong evidence “Marrs, Sevier & Company LLC is a full service accounting firm which prides itself on quality client service.” Source: RevenueBase Database · checked Sep 5, 2026
6	The Minerva Group, INC	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “Your Financial Success is Our Business.” Source: RevenueBase Database · checked Sep 5, 2026
7	Laskey Costello, LLC Certified Public Accountants	Partial evidence	Lakewood, OH, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Partial evidence “We’re a full service accounting firm in Lakewood, Ohio.” Source: RevenueBase Database · checked Sep 5, 2026
8	Cooneyassociates	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence “At Cooney Associates, we believe wealth management should feel personal, understandable, & collaborative.” Source: RevenueBase Database · checked Sep 5, 2026
9	Knoll & Company, P.C	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “Knoll & Company is your trusted resource for comprehensive, technologically advanced accounting solutions for your individual and business needs.” Source: RevenueBase Database · checked Sep 5, 2026
10	Jones Financial	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Indirect evidence “Jones Financial is a national practice bringing the expertise and depth of capability needed to help high-net-worth families, business owners, and successful professionals…” Source: RevenueBase Database · checked Sep 5, 2026
11	KIM & KIM Cpas, INC	Indirect evidence	Lakewood, WA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Smith And Associates, P.C	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “We are a Certified Public Accounting firm that specializes in providing monthly accounting and tax services to small businesses for a fixed monthly fee.” Source: RevenueBase Database · checked Sep 5, 2026
13	Premier Financial Benefits, LLC	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Premier Financial Benefits is an independent fiduciary financial firm serving mass-affluent, hardworking individuals, families, and business owners.” Source: RevenueBase Database · checked Sep 5, 2026
14	Doleman Wealth Management, LLC	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “Independent, client-focused financial planning and investment firm in Lakewood.” Source: RevenueBase Database · checked Sep 5, 2026
15	Lively & Bair Cpas	Indirect evidence	Lakewood, WA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Our firm is one of the leading firms in the area.” Source: RevenueBase Database · checked Sep 5, 2026
16	Traverse Planning	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest.” Source: RevenueBase Database · checked Sep 5, 2026
17	TOP TAX Pros INC	Indirect evidence	Lakewood, CA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “We are Small Business Tax Experts and are passionate about helping Small Business Owners increase their profit margins and keep more of their hard-earning money!” Source: RevenueBase Database · checked Sep 5, 2026
18	Leatherback Investments	Indirect evidence	Lakewood, NJ, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Leatherback Investments™ offers boutique investment advisory and retirement plan consulting services to corporations, institutions, and high-net-worth families.” Source: RevenueBase Database · checked Sep 5, 2026
19	ITS TAX PRO	Partial evidence	Lakewood, OH, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “We are professionals with backgrounds in accounting, tax, business development, and technology.” Source: RevenueBase Database · checked Sep 5, 2026
20	Abacus Accounting Center	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
21	Harris TAX & Wealth Management, PC	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “We are a full-service financial firm committed to helping people pursue their financial goals.” Source: RevenueBase Database · checked Sep 5, 2026
22	N Schaum CPA	Indirect evidence	Lakewood, NJ, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
23	Kore Consulting LLC	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
24	Christopher P. Ervin, Cpa, P.C	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 41 private client accounting firms based in Lakewood, United States

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Private client accounting firms based in Lakewood, United States at a glance

As of Sep 5, 2026

56.2%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

1585.4%Largest-city concentration · New York

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Lakewood, so it is reported there. Company counts and contact totals on this page are exact for Lakewood, over 41 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 RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Lakewood, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 Lakewood 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 its RevenueBase Smart Search 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, 301 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private client accounting firms are there based in Lakewood, United States?

RevenueBase identified 41 private client accounting firms headquartered in Lakewood, 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?

HFA, headquartered in Lakewood, 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 301 verified decision-maker contacts tracked across these 41 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 Smart Search, 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.