Skip to main content

Company lists · Data refreshed September 2026

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

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, 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
41Companies
536Contacts tracked
301Verified emails
Unlock all 41 companies Free signup · no credit card · 500 free credits

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. 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
HFAPartial evidence
Lakewood, NJ, United StatesHQ checked Sep 5, 202651-200121

“HFA is an innovative public accounting and consulting firm serving New Jersey, Pennsylvania and New York.”

Source: company website · checked Sep 5, 2026
2
Longwise Wealth PartnersPartial evidence
Lakewood, CO, United StatesHQ checked Sep 5, 202611-5019

“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: company website · checked Sep 5, 2026
3
Neuhaus CpasStrong evidence
Lakewood, NJ, United StatesHQ checked Sep 5, 202611-5018

“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: company website · checked Sep 5, 2026
4
Accounting & TAX Solutions INCIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-1017
Source: company website · checked Sep 5, 2026
5
Marrs, Sevier & Company LLCStrong evidence
Lakewood, CO, United StatesHQ checked Sep 5, 202611-5015

“Marrs, Sevier & Company LLC is a full service accounting firm which prides itself on quality client service.”

Source: company website · checked Sep 5, 2026
6
The Minerva Group, INCIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 202611-5011

“Your Financial Success is Our Business.”

Source: company website · checked Sep 5, 2026
7
Laskey Costello, LLC Certified Public AccountantsPartial evidence
Lakewood, OH, United StatesHQ checked Sep 5, 202611-5010

“We’re a full service accounting firm in Lakewood, Ohio.”

Source: company website · checked Sep 5, 2026
8
CooneyassociatesIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-109

“At Cooney Associates, we believe wealth management should feel personal, understandable, & collaborative.”

Source: company website · checked Sep 5, 2026
9
Knoll & Company, P.CPartial evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-108

“Knoll & Company is your trusted resource for comprehensive, technologically advanced accounting solutions for your individual and business needs.”

Source: company website · checked Sep 5, 2026
10
Jones FinancialIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 202611-506

“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: company website · checked Sep 5, 2026
11
KIM & KIM Cpas, INCIndirect evidence
Lakewood, WA, United StatesHQ checked Sep 5, 20261-105
Source: company website · checked Sep 5, 2026
12
Smith And Associates, P.CPartial evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-104

“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: company website · checked Sep 5, 2026
13
Premier Financial Benefits, LLCIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-104

“Premier Financial Benefits is an independent fiduciary financial firm serving mass-affluent, hardworking individuals, families, and business owners.”

Source: company website · checked Sep 5, 2026
14
Doleman Wealth Management, LLCPartial evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-104

“Independent, client-focused financial planning and investment firm in Lakewood.”

Source: company website · checked Sep 5, 2026
15
Lively & Bair CpasIndirect evidence
Lakewood, WA, United StatesHQ checked Sep 5, 20261-103

“Our firm is one of the leading firms in the area.”

Source: company website · checked Sep 5, 2026
16
Traverse PlanningPartial evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-103

“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: company website · checked Sep 5, 2026
17
TOP TAX Pros INCIndirect evidence
Lakewood, CA, United StatesHQ checked Sep 5, 20261-103

“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: company website · checked Sep 5, 2026
18
Leatherback InvestmentsIndirect evidence
Lakewood, NJ, United StatesHQ checked Sep 5, 20261-102

“Leatherback Investments™ offers boutique investment advisory and retirement plan consulting services to corporations, institutions, and high-net-worth families.”

Source: company website · checked Sep 5, 2026
19
ITS TAX PROPartial evidence
Lakewood, OH, United StatesHQ checked Sep 5, 20261-102

“We are professionals with backgrounds in accounting, tax, business development, and technology.”

Source: company website · checked Sep 5, 2026
20
Abacus Accounting CenterIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 202611-501
Source: company website · checked Sep 5, 2026
21
Harris TAX & Wealth Management, PCIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-101

“We are a full-service financial firm committed to helping people pursue their financial goals.”

Source: company website · checked Sep 5, 2026
22
N Schaum CPAIndirect evidence
Lakewood, NJ, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
23
Kore Consulting LLCIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
24
Christopher P. Ervin, Cpa, P.CIndirect evidence
Lakewood, CO, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 301 reachable decision-makers.

Free signup · no credit card

See all 41 companies

Private client accounting firms based in Lakewood, 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
26
11-50
13
51-200
1
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 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 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 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.
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 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, 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

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.

Ready to reach these companies? Verified emails and direct dials for all 41 private client accounting firms based in Lakewood, 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