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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 71 companies tracked

RevenueBase identified 71 private client accounting firms headquartered in Madison, United States as of September 2026 and tracks 1,053 professional contacts across them, including 461 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Madison, 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
71Companies
1,053Contacts tracked
461Verified emails
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The 25 largest private client accounting firms based in Madison, United States

Ranked by team size
Top 25 of 71 private client accounting firms based in Madison, 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
SVA A Professional Services CompanyIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 2026201-500323

“Listed below are the two entities that make up SVA, a highly diversified, independent professional services firm.”

Source: company website · checked Sep 5, 2026
2
Wegner CpasPartial evidence
Madison, WI, United StatesHQ checked Sep 5, 202651-200193

“Wegner CPAs is about people – our clients, our employees, our community.”

Source: company website · checked Sep 5, 2026
3
Resonant Capital AdvisorsIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-5022

“Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018.”

Source: company website · checked Sep 5, 2026
4
Wilson LAW Group, LLCIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-5019

“Wilson Law Group, LLC exists to serve the needs of the estate and business community.”

Source: company website · checked Sep 5, 2026
5
Lightheart Sanders And AssociatesIndirect evidence
Madison, MS, United StatesHQ checked Sep 5, 202611-5019

“Lightheart|Sanders is a full service CPA firm in Madison Mississippi.”

Source: company website · checked Sep 5, 2026
6
Goldstein AdvisorsIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-5018

“Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs.”

Source: company website · checked Sep 5, 2026
7
Midwest Financial GroupIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-5018

“Welcome to Midwest Financial Group We’re an independent, full-service financial & tax planning firm dedicated to helping individuals and small businesses make confident…”

Source: company website · checked Sep 5, 2026
8
Sherman, Barber & Mullikin Cpa'sIndirect evidence
Madison, IN, United StatesHQ checked Sep 5, 202611-5013

“Sherman, Barber & Mullikin was established in the historic southern Indiana community of Madison.”

Source: company website · checked Sep 5, 2026
9
Arrow Cpa'sStrong evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-5010

“Arrow CPA’s provide comprehensive accounting and tax services to ensure our clients maintain compliance and have the financial information they need for strategic planning and…”

Source: company website · checked Sep 5, 2026
10
Premier Path Wealth PartnersPartial evidence
Madison, NJ, United StatesHQ checked Sep 5, 20261-109

“As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges.”

Source: company website · checked Sep 5, 2026
11
Corbin & Biggs, PllcPartial evidence
Madison, MS, United StatesHQ checked Sep 5, 20261-109

“Full-service accounting firm in Ridgeland, Mississippi.”

Source: company website · checked Sep 5, 2026
12
Enrich Financial Partners LLCIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-108

“The only constant in life is change.”

Source: company website · checked Sep 5, 2026
13
Atlas Wealth AdvisersIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-508

“At Atlas Wealth Advisers, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty five years away.”

Source: company website · checked Sep 5, 2026
14
Triumph Wealth Management, LLCIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-108

“Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success.”

Source: company website · checked Sep 5, 2026
15
CLF Asset ManagementIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-108

“CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.”

Source: company website · checked Sep 5, 2026
16
LBW Wealth ManagementIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-108

“We’re Offering a New Take On Financial Excellence.”

Source: company website · checked Sep 5, 2026
17
Madison & Main Advisors, LLCIndirect evidence
Madison, NJ, United StatesHQ checked Sep 5, 20261-107

“We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship.”

Source: company website · checked Sep 5, 2026
18
Porter & Sack Cpas NOW Known AS Lucida TAX Accounting SolutionsPartial evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-507

“Porter & Sack CPAs is a public accounting firm providing accounting, tax and consulting services to small business owners.”

Source: company website · checked Sep 5, 2026
19
Investor's ResourcePartial evidence
Madison, AL, United StatesHQ checked Sep 5, 20261-106

“We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.”

Source: company website · checked Sep 5, 2026
20
Vantage Point Private WealthIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-106

“When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love.”

Source: company website · checked Sep 5, 2026
21
Exact Accounting And Financial ServicesPartial evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-106

“EXACT Accounting is an established CPA practice that offers accounting and tax services for small businesses in Madison Wisconsin.”

Source: company website · checked Sep 5, 2026
22
Night OWL CPAIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 20261-105

“We provide boutique tax and advisory solutions specifically tailored for business owners who don't mind operating outside the box.”

Source: company website · checked Sep 5, 2026
23
Egan Wealth AdvisorsIndirect evidence
Madison, NJ, United StatesHQ checked Sep 5, 20261-105

“At Egan Wealth Advisors, we offer Fiduciary Advice as it relates to overall Financial Planning for High New Worth Young Professionals, Pre-Retirees, Small Business Owners, and…”

Source: company website · checked Sep 5, 2026
24
Novii CPAPartial evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-505

“Novii CPA is a modern, relationship-driven accounting firm dedicated to providing comprehensive financial solutions tailored to your organization’s unique needs.”

Source: company website · checked Sep 5, 2026
25
DMA TAX & AccountingIndirect evidence
Madison, WI, United StatesHQ checked Sep 5, 202611-505

“We believe that your business is just one aspect of your wealth-building capability and that you have specific goals you want to meet in your personal and professional lives.”

Source: company website · checked Sep 5, 2026

Showing 25 of 71 private client accounting firms based in Madison, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 461 reachable decision-makers.

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Private client accounting firms based in Madison, 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
42
11-50
20
51-200
6
201-500
2

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 Madison, over 71 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 Madison, 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 Madison 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, 461 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 Madison, United States?

RevenueBase identified 71 private client accounting firms headquartered in Madison, 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?

SVA A Professional Services Company, headquartered in Madison, 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 461 verified decision-maker contacts tracked across these 71 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 71 private client accounting firms based in Madison, 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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