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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 33 companies tracked

RevenueBase identified 33 private client accounting firms headquartered in Mclean, United States as of September 2026 and tracks 365 professional contacts across them, including 226 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Mclean, 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
33Companies
365Contacts tracked
226Verified emails
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The 20 largest private client accounting firms based in Mclean, United States

Ranked by team size
Top 20 of 33 private client accounting firms based in Mclean, 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
RANGEIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202651-200113

“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…”

Source: company website · checked Sep 5, 2026
2
Bogart WealthIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202651-20047

“Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.”

Source: company website · checked Sep 5, 2026
3
West Financial Services, INCPartial evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-5037

“At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and…”

Source: company website · checked Sep 5, 2026
4
VWG Wealth ManagementIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-5019

“VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families and small business.”

Source: company website · checked Sep 5, 2026
5
Westpark FinancialIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-5017

“We believe that true financial security goes beyond numbers; it’s about creating a life of fulfillment, purpose, and resilience.”

Source: company website · checked Sep 5, 2026
6
Brown Miller Wealth ManagementIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-1014

“As a competent professional, global citizen, family steward and/or successful individual, you are undoubtedly busy with life.”

Source: company website · checked Sep 5, 2026
7
OFS WealthIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-5013

“For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth- from the signing of their first contract, through retirement and…”

Source: company website · checked Sep 5, 2026
8
Quantis Wealth ManagementIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-1011

“Quantis Wealth Management is an independent wealth advisory practice serving retirees, executives, business owners, and families in McLean, Virginia, and the surrounding…”

Source: company website · checked Sep 5, 2026
9
Frank & Company, P.CPartial evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-5011

“Frank & Company is a professional services firm dedicated to the financial success of our clients.”

Source: company website · checked Sep 5, 2026
10
Sbsb Financial AdvisorsIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202651-2008

“SBSB Financial Advisors is an SEC-registered investment advisor located in McLean, Virginia.”

Source: company website · checked Sep 5, 2026
11
Sagevest Wealth ManagementIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-106

“SageVest Wealth Management goes above and beyond in rendering proactive wealth management services.”

Source: company website · checked Sep 5, 2026
12
Advisors Financial, INCIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-106
Source: company website · checked Sep 5, 2026
13
J.L. Hicks Financial GroupIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-105

“At J.L.”

Source: company website · checked Sep 5, 2026
14
Concentric Private WealthIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-104

“Your best self.”

Source: company website · checked Sep 5, 2026
15
Independence Wealth Advisors, INCPartial evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-104

“Independence Wealth Advisors (IWA) provides fiduciary services to clients – client first, conflict-free and transparent financial planning that includes: retirement planning…”

Source: company website · checked Sep 5, 2026
16
Lucas, Moreland, & Mastbrook, INCIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 202611-502

“Lucas, Moreland and MastBrook is a DC based multi-location tax firm that’s earned a reputation as a financial leader in the local DC community.”

Source: company website · checked Sep 5, 2026
17
At CpasIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-102

“AT CPAs is full service CPA firm in Vienna, Virginia.”

Source: company website · checked Sep 5, 2026
18
Molina Wealth ManagementIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-102

“At Molina Wealth Management we know that wealth brings responsibility and complexity.”

Source: company website · checked Sep 5, 2026
19
O'connor & Desmarais, P.CIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-101

“Our Firm: For over 30 years, O'Connor & Desmarais, P.C.”

Source: company website · checked Sep 5, 2026
20
Sagetrust LAW GroupIndirect evidence
Mclean, VA, United StatesHQ checked Sep 5, 20261-101

“SageTrust™ Law Group, PLLC focuses on providing holistic estate planning, asset protection, business planning, estate and trust administration, professional fiduciary, tax and…”

Source: company website · checked Sep 5, 2026

Showing 20 of 33 private client accounting firms based in Mclean, United States

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Private client accounting firms based in Mclean, 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
21
11-50
8
51-200
3

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 Mclean, over 33 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 Mclean, 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 Mclean 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, 226 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 Mclean, United States?

RevenueBase identified 33 private client accounting firms headquartered in Mclean, 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?

RANGE, headquartered in Mclean, 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 226 verified decision-maker contacts tracked across these 33 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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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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