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Company lists · Data refreshed September 2026

Top 19 Private client accounting firms based in Milwaukee, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 32 companies tracked

RevenueBase identified 32 private client accounting firms headquartered in Milwaukee, United States as of September 2026 and tracks 520 professional contacts across them, including 96 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Milwaukee, 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
32Companies
520Contacts tracked
96Verified emails
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The 19 largest private client accounting firms based in Milwaukee, United States

Ranked by team size
Top 19 of 32 private client accounting firms based in Milwaukee, 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
Clifton Gunderson LLPPartial evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261,001-5,000272

“Clifton Gunderson is ranked as one of the nation’s largest certified public accounting and consulting firms.”

Source: company website · checked Sep 5, 2026
2
Ritzholman CpasIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 202611-5055

“With six partners and over 40 total employees, RitzHolman CPAs has been advising businesses, nonprofits, individuals and trusts since 1957.”

Source: company website · checked Sep 5, 2026
3
Prescient Financial SolutionsIndirect evidence
Milwaukee, United StatesHQ checked Sep 5, 202611-5032

“Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and…”

Source: company website · checked Sep 5, 2026
4
OperosePartial evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 202611-5025

“Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.”

Source: company website · checked Sep 5, 2026
5
Mohr Cpas LLPIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 202611-5012

“Mohr CPAs LLP was founded in January 2001.”

Source: company website · checked Sep 5, 2026
6
Komisar Brady & Co., LLP NOW CliftonlarsonallenStrong evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 2026n/a10

“CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value and assist…”

Source: company website · checked Sep 5, 2026
7
Transcend Advisor GroupIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-107

“We work with successful individuals, families, and business owners looking for a partner who can coordinate their entire financial picture and magnify their impact, all while…”

Source: company website · checked Sep 5, 2026
8
Diversified Management INCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-106

“Diversified Management, Inc.”

Source: company website · checked Sep 5, 2026
9
Tushaus & Associates, LLCPartial evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-105

“Tushaus & Associates is a Certified Public Accounting(CPA) firm dedicated to providing quality services in accounting, income tax and gift and estate tax compliance and planning…”

Source: company website · checked Sep 5, 2026
10
The Milwealth Group LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-105

“The MilWealth Group LLC provides investment advisory and financial planning services for individuals and families.”

Source: company website · checked Sep 5, 2026
11
Thomas F. Roepsch, CPAIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-105
Source: company website · checked Sep 5, 2026
12
Roell Capital Management, LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-103

“At Roell Capital Management, we believe that a deep relationship is a two-way street.”

Source: company website · checked Sep 5, 2026
13
James David And Associates LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-102

“From basic tax management to in-depth financial statements and financial planning, we do it all.”

Source: company website · checked Sep 5, 2026
14
Nelson TAX Accounting LTDPartial evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-102

“At Nelson Tax Accounting Ltd we provide expert tax preparation, accounting and payroll services for a lower cost than the major chain offices.”

Source: company website · checked Sep 5, 2026
15
Mccarthy Grittinger Financial Group LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-101

“McCarthy Grittinger Financial Group (MG Financial Group) provides investment advisory and financial planning services for individuals and families.”

Source: company website · checked Sep 5, 2026
16
Convergence Planning Group, LLCIndirect evidence
Milwaukee, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
17
Mayer Galligan Law, LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-101

“We are a Milwaukee based, business and estate planning boutique law firm specializing in advising and counseling businesses, business owners, individuals, beneficiaries and…”

Source: company website · checked Sep 5, 2026
18
Prepared Financial Planning LLCIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-101

“Discover tax-optimized financial planning and investment management tailored for retirement-focused couples, medical professionals, and growing families”

Source: company website · checked Sep 5, 2026
19
Janco Wealth ManagementIndirect evidence
Milwaukee, WI, United StatesHQ checked Sep 5, 20261-101

“JANCO Wealth Management, owned by Janet Kratz, is an independent fee-based wealth management firm dedicated to helping individuals achieve financial peace of mind.”

Source: company website · checked Sep 5, 2026

Showing 19 of 32 private client accounting firms based in Milwaukee, United States

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Private client accounting firms based in Milwaukee, 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
23
11-50
6
51-200
1
1,001-5,000
1
5,001-10,000
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 Milwaukee, over 32 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 Milwaukee, 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 Milwaukee 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, 96 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 Milwaukee, United States?

RevenueBase identified 32 private client accounting firms headquartered in Milwaukee, 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?

Clifton Gunderson LLP, headquartered in Milwaukee, 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 96 verified decision-maker contacts tracked across these 32 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 32 private client accounting firms based in Milwaukee, United States. Start with a free account, no credit card.

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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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