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Company lists · Data refreshed September 2026

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

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

RevenueBase identified 54 private client accounting firms headquartered in Naples, United States as of September 2026 and tracks 329 professional contacts across them, including 137 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Naples, 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
54Companies
329Contacts tracked
137Verified emails
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The 22 largest private client accounting firms based in Naples, United States

Ranked by team size
Top 22 of 54 private client accounting firms based in Naples, 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
Capital Wealth AdvisorsIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 202651-20075

“At Capital Wealth Advisors, we believe that the little things make the biggest difference.”

Source: company website · checked Sep 5, 2026
2
Rogers Wood Hill Starman & GustasonPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 202611-5016

“Founded in 1958, Rogers Wood Hill Starman & Gustason is a full service accounting firm.”

Source: company website · checked Sep 5, 2026
3
Edwards Asset ManagementIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 202611-5015

“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…”

Source: company website · checked Sep 5, 2026
4
CCGPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 202611-5014

“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…”

Source: company website · checked Sep 5, 2026
5
Mcdonald & Osborne, PAPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-1014

“For 30 years, McDonald & Osborne, PA has served as a trusted business partner to clients throughout the Southwest Florida area.”

Source: company website · checked Sep 5, 2026
6
Phillips Feldman Group, P.AIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 202611-5012

“About Our Firm For over 70 years, Phillips Feldman Group has been providing quality, personalized financial guidance to South Florida individuals and businesses.”

Source: company website · checked Sep 5, 2026
7
Cordasco Financial NetworkIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-1011

“At Cordasco Financial Network, we don’t just focus on the numbers.”

Source: company website · checked Sep 5, 2026
8
PFS Wealth Management GroupIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-1010

“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.”

Source: company website · checked Sep 5, 2026
9
Davidson & Nick, CpasStrong evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-108

“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…”

Source: company website · checked Sep 5, 2026
10
Holes & Company CpasPartial evidence
Naples, United StatesHQ checked Sep 5, 20261-108

“We are a full-service Certified Public Accounting firm licensed in FL.”

Source: company website · checked Sep 5, 2026
11
Oley Kinser Concierge Wealth, LLCPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-107

“We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients.”

Source: company website · checked Sep 5, 2026
12
Hightower NaplesIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-106

“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.”

Source: company website · checked Sep 5, 2026
13
Kyros Private WealthIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-104

“We all experience opportune moments that determine the impact we have on this world.”

Source: company website · checked Sep 5, 2026
14
Martinbrown Cpas & AdvisorsIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-104
Source: company website · checked Sep 5, 2026
15
Soldavini & Caldwell, CPA P.AIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-103
Source: company website · checked Sep 5, 2026
16
Cottrell TAX & Accounting, LLCPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-103

“Cottrell Tax & Accounting, LLC is one of the leading firms in and throughout the area.”

Source: company website · checked Sep 5, 2026
17
Oakstone LAW PLIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-102

“providing guidance and strategy for estate planning, multi-generational trusts & wealth transfer, probate & estate settlement, family office structure & stewardship, tax planning…”

Source: company website · checked Sep 5, 2026
18
Medrano & CailIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-102

“At Medrano & Cail, we’re more than bookkeepers-we’re your financial partners in success.”

Source: company website · checked Sep 5, 2026
19
Anstett CPA PAPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-102

“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…”

Source: company website · checked Sep 5, 2026
20
Redemption Accounting Professionals INCPartial evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-101

“Redemption Accounting was established to provide accounting and tax services to corporations, small businesses, and individuals throughout Southwest Florida and the US marketplace.”

Source: company website · checked Sep 5, 2026
21
Four Seasons Wealth Management - NaplesIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-101

“Where do you see yourself in 5, 15 or even 25 years?”

Source: company website · checked Sep 5, 2026
22
Wagon Wheel FinancialIndirect evidence
Naples, FL, United StatesHQ checked Sep 5, 20261-101

“Beyond Ordinary Financial Advice: We're retirement planning specialists who believe in a different approach.”

Source: company website · checked Sep 5, 2026

Showing 22 of 54 private client accounting firms based in Naples, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 137 reachable decision-makers.

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Private client accounting firms based in Naples, 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
43
11-50
8
51-200
3

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 Naples, over 54 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 Naples, 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 Naples 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, 137 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 Naples, United States?

RevenueBase identified 54 private client accounting firms headquartered in Naples, 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?

Capital Wealth Advisors, headquartered in Naples, 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 137 verified decision-maker contacts tracked across these 54 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.

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