Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 254 companies tracked

RevenueBase identified 254 private client accounting firms headquartered in Miami, United States as of September 2026 and tracks 2,735 professional contacts across them, including 1,346 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Miami, 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

254Companies

2,735Contacts tracked

1,346Verified emails

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

Ranked by team size

Top 25 of 254 private client accounting firms based in Miami, 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.
#	Company	Headquarters	Employees	Contacts
1	Kaufman RossinIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	501-1,000	774
	“Kaufman Rossin is one of the 50 largest CPA and advisory firms in the U.S.” Source: company website · checked Sep 5, 2026
2	Berkowitz Pollack Brant Advisors CpasIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	201-500	361
	Source: company website · checked Sep 5, 2026
3	KSDTPartial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	201-500	229
	“KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Source: company website · checked Sep 5, 2026
4	NPC FinancialIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	119
	“NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: company website · checked Sep 5, 2026
5	Gerson, Preston, Klein, Lips, Eisenberg & Gelber, PllcIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	82
	Source: company website · checked Sep 5, 2026
6	Guerra Wealth AdvisorsIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	67
	“Formerly known as Guerra Financial Group.” Source: company website · checked Sep 5, 2026
7	ValoraIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	49
	“At Valora, we deliver personalized advisory services with a human touch.” Source: company website · checked Sep 5, 2026
8	GentrustIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	46
	“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: company website · checked Sep 5, 2026
9	RMW AccountingPartial evidence	Miami, United StatesHQ checked Sep 5, 2026	51-200	36
	“RMW ACCOUNTING is a company based out of Miami, United States with 12 offices around the country.” Source: company website · checked Sep 5, 2026
10	Astride USIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	34
	“Your life crosses borders.” Source: company website · checked Sep 5, 2026
11	Saint Joseph InternationalIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	32
	“The Saint Joseph Group offers businesses and individuals comprehensive services which include Legal Services, Tax Planning, Incorporation of Onshore and Offshore Structures…” Source: company website · checked Sep 5, 2026
12	MTR & AssociatesStrong evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	30
	“MTR & Associates is a full-service accounting firm serving clients in every industry from South Florida and Latin America to Europe.” Source: company website · checked Sep 5, 2026
13	Creand Wealth Management Beta CapitalIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	27
	“Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Source: company website · checked Sep 5, 2026
14	Glsc & Company, PllcPartial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	18
	“GLSC is a medium-sized, locally owned accounting firm providing auditing, accounting, tax, and other management and consulting services to the South Florida area for more than 30…” Source: company website · checked Sep 5, 2026
15	Samlut & Company, PAIndirect evidence	Miami, United StatesHQ checked Sep 5, 2026	11-50	18
	“Samlut & Company, PA began in 1997.” Source: company website · checked Sep 5, 2026
16	MAX FinancialIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	18
	“We are a financial management consulting firm in downtown Miami, Florida.” Source: company website · checked Sep 5, 2026
17	RC Cpas & Business AdvisorsIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	16
	“Ravan & CO partners with business leaders to strengthen financial clarity, enable informed decision-making, and support sustainable growth.” Source: company website · checked Sep 5, 2026
18	Pronto Income TAXPartial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	15
	“Accounting is the backbone of a successful business empire.” Source: company website · checked Sep 5, 2026
19	Assure International Services LLCIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	13
	“Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Source: company website · checked Sep 5, 2026
20	Global Wealth FinancialIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	13
	“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: company website · checked Sep 5, 2026
21	C&m CPA LLCPartial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	13
	“Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Source: company website · checked Sep 5, 2026
22	James Baker & AssociatesIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	13
	“At James Baker & Associates, we help domestic businesses take control of their finances and pay less taxes.” Source: company website · checked Sep 5, 2026
23	Dlv&j LLPIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	11
	“Mr.” Source: company website · checked Sep 5, 2026
24	Binstock, Rubin, Sbar, Garcia And Ellzey, P.AIndirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	11
	“Binstock, Rubin, Sbar, Garcia & Ellzey, P.A.” Source: company website · checked Sep 5, 2026
25	Keeping Your BookPartial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	10
	“Keeping Your Book" is a boutique consulting firm with over 8 years of experience in bookkeeping, accounting, and tax preparations.” Source: company website · checked Sep 5, 2026

Showing 25 of 254 private client accounting firms based in Miami, United States

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Private client accounting firms based in Miami, 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

184

11-50

51-200

201-500

501-1,000

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 Miami, over 254 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 Miami, 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 Miami 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, 1,346 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 Miami, United States?

RevenueBase identified 254 private client accounting firms headquartered in Miami, 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?

Kaufman Rossin, headquartered in Miami, 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 1,346 verified decision-maker contacts tracked across these 254 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 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.