Company lists · Data refreshed September 2026

Top 14 Private client accounting firms based in Milford, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 30 companies tracked

RevenueBase identified 30 company matches for private client accounting firms associated with Milford, United States as of September 2026 and tracks 145 professional contacts across them, including 48 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Milford has 30.

This list covers company matches for private client accounting firms associated with Milford, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

30Companies

145Contacts tracked

48Verified emails

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The 14 largest private client accounting firms based in Milford, United States

Ranked by team size

Top 14 of 30 company matches for private client accounting firms based in Milford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lank, Johnson & Tull, Cpas	Exact match	Milford, DE, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “At Lank, Johnson & Tull CPAs, we combine the expertise of a full-service accounting firm with the warmth and personalized attention of a small business.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Biondo Investment Advisors, LLC	Exact match	Milford, PA, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “We are a boutique wealth management firm offering comprehensive financial planning and personalized investment advice to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Stonepath Wealth Management	Exact match	Milford, MI, United StatesHQ recorded Sep 5, 2026	11-50	18 contacts →
	Exact match “Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Quality TAX & Accounting Services	Exact match	Milford, PA, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “Bookkeeping Write-ups Solid financial records are the foundation of a successful business.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Connecticut Capital Management Group, LLC	Exact match	Milford, CT, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “At Connecticut Capital Management Group, we provide life cycle financial planning and investment management that aligns your wealth with what matters most.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	CPA Assurance	Exact match	Milford, OH, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “CPA Assurance is a full-service Certified Public Accounting firm in Cincinnati, Ohio.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Granite Financial Partners	Exact match	Milford, NH, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “Granite Financial Partners provides wealth preservation strategies and coaching to families who face a complex constellation of financial concerns.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Starkey & Company, PA	Exact match	Milford, DE, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “At Starkey & Company, PA, we focus on building close client relationships that add long–term value.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Cillo Wealth Management	Exact match	Milford, NH, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match “There’s a certain satisfaction that comes from helping others navigate life’s complexities.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Discenza, Beck, & LEE LLC	Exact match	Milford, CT, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Orcutt & Company	Exact match	Milford, OH, United StatesHQ recorded Sep 5, 2026	11-50	2 contacts →
	Exact match “For 30 years, Orcutt & Company has offered comprehensive financial management, business advisory services, and strategic insights to small businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Hermann Financial Services, INC	Exact match	Milford, DE, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “At Hermann Financial Services, Inc, we are committed to empowering you to achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Luff & Associates, Pa, Cpas	Exact match	Milford, DE, United StatesHQ recorded Sep 5, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Trinitypoint Wealth	Exact match	Milford, CT, United StatesHQ recorded Sep 5, 2026	11-50	1 contacts →
	Exact match “TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private client accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 14 of 30 private client accounting firms based in Milford, United States

See the full list, filter by size, metro and specialty, and access 48 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private client accounting firms based in Milford, United States at a glance

As of Sep 5, 2026

33.1%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Milford, so it is reported there. Company counts and contact totals on this page are exact for Milford, over 30 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Milford, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 48 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private client accounting firms are there based in Milford, United States?

RevenueBase identified 30 company matches for private client accounting firms associated with Milford, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Lank, Johnson & Tull, Cpas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Milford has 30.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 48 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.

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.