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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 55 companies tracked

RevenueBase identified 55 private client accounting firms headquartered in Memphis, United States as of September 2026 and tracks 951 professional contacts across them, including 433 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Memphis, 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
55Companies
951Contacts tracked
433Verified emails
Explore all 55 companies → Free signup · no credit card · 500 free credits

The 25 largest private client accounting firms based in Memphis, United States

Ranked by team size
Top 25 of 55 private client accounting firms based in Memphis, 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
B. Riley Wealth ManagementIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 2026201-500239

“B.”

Source: company website · checked Sep 5, 2026
2
Diversified TrustIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202651-200139

“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.”

Source: company website · checked Sep 5, 2026
3
Watkins Uiberall, PllcPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 202651-200133

“Watkins Uiberall, PLLC As one of the largest locally-owned certified public accounting firms in Memphis, Watkins Uiberall has been providing reputable public accounting and…”

Source: company website · checked Sep 5, 2026
4
Reynolds, Bone & Griesbeck PLCStrong evidence
Memphis, TN, United StatesHQ checked Sep 5, 202651-200108

“Built on a century of success, Reynolds, Bone & Griesbeck delivers the highest quality tax, accounting and advisory services available to our clients.”

Source: company website · checked Sep 5, 2026
5
The Marston Group, PLCIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-5037

“The Marston Group, PLC, is a Memphis-based CPA and financial consulting firm serving individuals, families, and businesses throughout the United States, and abroad, since 1985.”

Source: company website · checked Sep 5, 2026
6
Fouts & Morgan Cpas, PCIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-5026

“Fouts & Morgan is a firm of Certified Public Accountants who provide audit, tax, management advisory services, and bookkeeping services primarily in Memphis and the surrounding…”

Source: company website · checked Sep 5, 2026
7
Waddell & AssociatesIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-5026

“Your strategic partner for wealth, life, and the generations to come.”

Source: company website · checked Sep 5, 2026
8
RED Door Wealth ManagementIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-1025

“At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.”

Source: company website · checked Sep 5, 2026
9
FTB AdvisorsIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261,001-5,00021

“FTB Advisors’ mission is to provide you with access to a range of resources that can help you build the financial future you deserve.”

Source: company website · checked Sep 5, 2026
10
Kimery Wealth ManagementPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-1014

“Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…”

Source: company website · checked Sep 5, 2026
11
Kelman-Lazarov, INCIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-5013
Source: company website · checked Sep 5, 2026
12
Rikard & Neal Cpas, PllcPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-5011

“Rikard & Neal CPAs, PLLC was established as a full service CPA firm to serve the tax, accounting and consulting needs of individuals and small businesses in the Memphis…”

Source: company website · checked Sep 5, 2026
13
Radian PartnersPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-508

“Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.”

Source: company website · checked Sep 5, 2026
14
Highland Capital Management, LLCIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-507

“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.”

Source: company website · checked Sep 5, 2026
15
Envision Financial Planning, LLCPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-106

“At the end of the day, we judge ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach and the relationships we've built.”

Source: company website · checked Sep 5, 2026
16
Wunderlich & CompanyIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-106

“Suitability drives all we do at Wunderlich & Company.”

Source: company website · checked Sep 5, 2026
17
Commerce AdvisorsStrong evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-106

“Commerce Advisors is a comprehensive financial planning and wealth management firm.Commerce Advisors consults to high net worth private clients, foundations, and qualified pension…”

Source: company website · checked Sep 5, 2026
18
Financial Resource ManagementIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-106

“At FRM, we simply help successful people make smart choices about their money…in order to simplify their lives and give them the confidence they need to achieve their most…”

Source: company website · checked Sep 5, 2026
19
Lenahan, Smith, & Bargiachi, P.CIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-505

“Lenahan, Smith and Bargiachi, CPA’s is a full service CPA frim located in Memphis, Tennessee.”

Source: company website · checked Sep 5, 2026
20
Nanney GroupIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-105

“David Nanney founded David C.”

Source: company website · checked Sep 5, 2026
21
Frazee IVY Davis, PLC Lbmc MemphisIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-504

“Frazee Ivy Davis is a CPA firm in Memphis, Tennessee.”

Source: company website · checked Sep 5, 2026
22
Jaffe Wealth Management & Consulting, INCIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 202611-503
Source: company website · checked Sep 5, 2026
23
Alluvial Wealth PartnersPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-103

“Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.”

Source: company website · checked Sep 5, 2026
24
Avenue Wealth Management MemphisIndirect evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-102

“As a successful independent Raymond James Memphis based wealth management team, we work with select high net worth families and corporate executives by developing financial plans…”

Source: company website · checked Sep 5, 2026
25
Chaliff Associates Certified Public AccountantsPartial evidence
Memphis, TN, United StatesHQ checked Sep 5, 20261-102

“Accounting is complex, the tax code is constantly changing, and the IRS expects you to comply.”

Source: company website · checked Sep 5, 2026

Showing 25 of 55 private client accounting firms based in Memphis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 433 reachable decision-makers.

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Private client accounting firms based in Memphis, 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
32
11-50
17
51-200
4
201-500
1
1,001-5,000
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 Memphis, over 55 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 Memphis, 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 Memphis 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, 433 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 Memphis, United States?

RevenueBase identified 55 private client accounting firms headquartered in Memphis, 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?

B. Riley Wealth Management, headquartered in Memphis, 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 433 verified decision-maker contacts tracked across these 55 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 55 private client accounting firms based in Memphis, United States. Start with a free account, no credit card.

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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 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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