Company lists · Data refreshed September 2026

Top 17 Private client accounting firms based in Needham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 25 companies tracked

RevenueBase identified 25 company matches for private client accounting firms associated with Needham, United States as of September 2026 and tracks 175 professional contacts across them, including 109 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Needham has 25.

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

25Companies

175Contacts tracked

109Verified emails

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The 17 largest private client accounting firms based in Needham, United States

Ranked by team size

Top 17 of 25 company matches for private client accounting firms based in Needham, 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	Beaumont Financial Partners	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “Beaumont Financial Partners (and its predecessor firms) is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	The Coyle Company	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	16 contacts →
	Exact match “For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Mamacos, Bysiewicz & Associates, LLC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “Entrepreneurial-minded CPA Firm providing tax, assurance, and consulting services to New England's preeminent closely held businesses, shareholders, and high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Harvest Wealth Management	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	14 contacts →
	Exact match “Harvest Wealth Management is an independent financial consulting firm located in Needham, Massachusetts.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Boston Wealth Strategies Inc. 5000 Company	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “A Partnership from the Start "Boston Wealth Strategies, Inc.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Braver PC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1,001-5,000	11 contacts →
	Exact match “Effective January 1, 2014, Braver PC has merged into Marcum LLP.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Wells Financial Partners, LLC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “Wells Financial Partners brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Centerpoint Advisors, LLC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	9 contacts →
	Exact match “Customized Services Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Coles & Bodoin, LLP	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	7 contacts →
	Exact match “Coles & Bodoin, LLP is a full service certified public accounting firm with over 40 years of experience located in Needham, Massachusetts.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Core Wealth Advisory	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “Core Wealth Advisory is a team of independent financial advisors with more than 65 years of combined experience serving the specialized needs of young families, pre-retirees…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	FSA Wealth Management	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “Wealth brings challenges.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Bloom Cohen Hayes LLC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “BLOOM COHEN HAYES LLC is an accounting company based out of 464 HILLSIDE AVENUE, NEEDHAM, Massachusetts, United States.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Northward Financial Group	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “Northward is an independent wealth management firm that provides highly personalized service, objective and tailored advice and planning, and comprehensive services and solutions…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Peck Associates, PC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match “Peck Associates PC is a full-service Boston area accounting and business advisory firm dedicated to providing our clients with professional, personalized services and guidance on…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Tower Hill Financial Group	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match “Tower Hill Financial Group is a fee-based financial planning and wealth management firm located in Massachusetts, serving the Greater Boston area and beyond.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Sandler & Company, P.C	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Mass TAX Services, INC	Exact match	Needham, MA, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “We’re a boutique accounting firm providing tax, accounting, and bookkeeping services to businesses and individuals.” 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 17 of 25 private client accounting firms based in Needham, United States

See the full list, filter by size, metro and specialty, and access 109 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 5, 2026

62.3%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Needham, so it is reported there. Company counts and contact totals on this page are exact for Needham, over 25 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 Needham, 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 109 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 Needham, United States?

RevenueBase identified 25 company matches for private client accounting firms associated with Needham, 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?

Beaumont Financial Partners 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). Needham has 25.

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 109 professional contacts with verified work emails tracked across these 25 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.