Company lists · Data refreshed September 2026

Top 22 Private client accounting firms based in Naples, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 54 companies tracked

RevenueBase identified 54 company matches for private client accounting firms associated with Naples, United States as of September 2026 and tracks 329 professional contacts across them, including 137 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Naples has 54.

This list covers company matches for private client accounting firms associated with Naples, 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

54Companies

329Contacts tracked

137Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 22 largest private client accounting firms based in Naples, United States

Ranked by team size

Top 22 of 54 company matches for private client accounting firms based in Naples, 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	Capital Wealth Advisors	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	51-200	75 contacts →
	Exact match “At Capital Wealth Advisors, we believe that the little things make the biggest difference.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Rogers Wood Hill Starman & Gustason	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	11-50	16 contacts →
	Exact match “Founded in 1958, Rogers Wood Hill Starman & Gustason is a full service accounting firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Edwards Asset Management	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	11-50	15 contacts →
	Exact match “Edwards Asset Management is a full-service investment management and wealth advisory practice entrusted by high-net-worth families and foundations in Naples and beyond to not only…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	CCG	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “CCG – Certified Public Accountants is a full-service tax planning & accounting firm of choice for high net worth individuals, small businesses, self employed and freelancers…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Mcdonald & Osborne, PA	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	14 contacts →
	Exact match “For 30 years, McDonald & Osborne, PA has served as a trusted business partner to clients throughout the Southwest Florida area.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Phillips Feldman Group, P.A	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “About Our Firm For over 70 years, Phillips Feldman Group has been providing quality, personalized financial guidance to South Florida individuals and businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Cordasco Financial Network	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	11 contacts →
	Exact match “At Cordasco Financial Network, we don’t just focus on the numbers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	PFS Wealth Management Group	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Davidson & Nick, Cpas	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “At Davidson & Nick Certified Public Accountants, our goal is to create a 5 star environment for our employees and clients by providing exceptional, value-added accounting, tax and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Holes & Company Cpas	Exact match	Naples, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “We are a full-service Certified Public Accounting firm licensed in FL.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Oley Kinser Concierge Wealth, LLC	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Hightower Naples	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “Hightower Naples is a wealth management firm with a knowledgable team and a deep understanding of the markets to offer an all-encompassing wealth management resource.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Kyros Private Wealth	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “We all experience opportune moments that determine the impact we have on this world.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Martinbrown Cpas & Advisors	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Soldavini & Caldwell, CPA P.A	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Cottrell TAX & Accounting, LLC	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Cottrell Tax & Accounting, LLC is one of the leading firms in and throughout the area.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Oakstone LAW PL	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “providing guidance and strategy for estate planning, multi-generational trusts & wealth transfer, probate & estate settlement, family office structure & stewardship, tax planning…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Medrano & Cail	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “At Medrano & Cail, we’re more than bookkeepers-we’re your financial partners in success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Anstett CPA PA	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Full Service Accounting Firm located in Naples, Florida, Anstett CPA PA specializes in income tax preparation for medium sized businesses with $10 million in gross revenues to…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Redemption Accounting Professionals INC	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Redemption Accounting was established to provide accounting and tax services to corporations, small businesses, and individuals throughout Southwest Florida and the US marketplace.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Four Seasons Wealth Management - Naples	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Where do you see yourself in 5, 15 or even 25 years?” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Wagon Wheel Financial	Exact match	Naples, FL, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Beyond Ordinary Financial Advice: We're retirement planning specialists who believe in a different approach.” 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 22 of 54 private client accounting firms based in Naples, United States

See the full list, filter by size, metro and specialty, and access 137 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 5, 2026

41.6%Verified-email coverage

6.1Average 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 Naples, so it is reported there. Company counts and contact totals on this page are exact for Naples, over 54 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 Naples, 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 137 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 Naples, United States?

RevenueBase identified 54 company matches for private client accounting firms associated with Naples, 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?

Capital Wealth Advisors 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). Naples has 54.

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 137 professional contacts with verified work emails tracked across these 54 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.

Ready to reach these companies? Verified emails and direct dials for all 54 private client accounting firms based in Naples, United States. Start with a free account, no credit card.

Download this list →

Related lists

Private client accounting firms by geography

Browse the directory

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.