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. Across the United States, New York is the largest hub for this category (650 companies); Miami has 254.

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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Kaufman Rossin	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	501-1,000	774 contacts →
	Indirect evidence “Kaufman Rossin is one of the 50 largest CPA and advisory firms in the U.S.” Source: RevenueBase Database · checked Sep 5, 2026
2	Berkowitz Pollack Brant Advisors Cpas	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	201-500	361 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
3	KSDT	Partial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	201-500	229 contacts →
	Partial evidence “KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.” Source: RevenueBase Database · checked Sep 5, 2026
4	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	119 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
5	Gerson, Preston, Klein, Lips, Eisenberg & Gelber, Pllc	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	82 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
6	Guerra Wealth Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	67 contacts →
	Indirect evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 5, 2026
7	Valora	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	49 contacts →
	Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 5, 2026
8	Gentrust	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	46 contacts →
	Indirect evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 5, 2026
9	RMW Accounting	Partial evidence	Miami, United StatesHQ checked Sep 5, 2026	51-200	36 contacts →
	Partial evidence “RMW ACCOUNTING is a company based out of Miami, United States with 12 offices around the country.” Source: RevenueBase Database · checked Sep 5, 2026
10	Astride US	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	34 contacts →
	Indirect evidence “Your life crosses borders.” Source: RevenueBase Database · checked Sep 5, 2026
11	Saint Joseph International	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	51-200	32 contacts →
	Indirect evidence “The Saint Joseph Group offers businesses and individuals comprehensive services which include Legal Services, Tax Planning, Incorporation of Onshore and Offshore Structures…” Source: RevenueBase Database · checked Sep 5, 2026
12	MTR & Associates	Strong evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	30 contacts →
	Strong evidence “MTR & Associates is a full-service accounting firm serving clients in every industry from South Florida and Latin America to Europe.” Source: RevenueBase Database · checked Sep 5, 2026
13	Creand Wealth Management Beta Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	27 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
14	Glsc & Company, Pllc	Partial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
15	Samlut & Company, PA	Indirect evidence	Miami, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Indirect evidence “Samlut & Company, PA began in 1997.” Source: RevenueBase Database · checked Sep 5, 2026
16	MAX Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Indirect evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 5, 2026
17	RC Cpas & Business Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	16 contacts →
	Indirect evidence “Ravan & CO partners with business leaders to strengthen financial clarity, enable informed decision-making, and support sustainable growth.” Source: RevenueBase Database · checked Sep 5, 2026
18	Pronto Income TAX	Partial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Partial evidence “Accounting is the backbone of a successful business empire.” Source: RevenueBase Database · checked Sep 5, 2026
19	Assure International Services LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	13 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
20	Global Wealth Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Indirect evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 5, 2026
21	C&m CPA LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	13 contacts →
	Partial evidence “Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Source: RevenueBase Database · checked Sep 5, 2026
22	James Baker & Associates	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Indirect evidence “At James Baker & Associates, we help domestic businesses take control of their finances and pay less taxes.” Source: RevenueBase Database · checked Sep 5, 2026
23	Dlv&j LLP	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 5, 2026
24	Binstock, Rubin, Sbar, Garcia And Ellzey, P.A	Indirect evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “Binstock, Rubin, Sbar, Garcia & Ellzey, P.A.” Source: RevenueBase Database · checked Sep 5, 2026
25	Keeping Your Book	Partial evidence	Miami, FL, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Partial evidence “Keeping Your Book" is a boutique consulting firm with over 8 years of experience in bookkeeping, accounting, and tax preparations.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

49.2%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data 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 for Miami, 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 RevenueBase Smart Search 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 Smart Search, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 its RevenueBase Smart Search 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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 in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Miami has 254.

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 Smart Search, 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.