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 private client accounting firms headquartered in Needham, United States as of September 2026 and tracks 175 professional contacts across them, including 109 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Needham, 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

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 private client accounting firms based in Needham, 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.
#	Company	Headquarters	Employees	Contacts
1	Beaumont Financial PartnersIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	22
	“Beaumont Financial Partners (and its predecessor firms) is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals.” Source: company website · checked Sep 5, 2026
2	The Coyle CompanyPartial evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	16
	“For over 40 years, The Coyle Company has focused exclusively on the use of life insurance for estate and generational planning for clients.” Source: company website · checked Sep 5, 2026
3	Mamacos, Bysiewicz & Associates, LLCIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	14
	“Entrepreneurial-minded CPA Firm providing tax, assurance, and consulting services to New England's preeminent closely held businesses, shareholders, and high-net worth individuals.” Source: company website · checked Sep 5, 2026
4	Harvest Wealth ManagementIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	14
	“Harvest Wealth Management is an independent financial consulting firm located in Needham, Massachusetts.” Source: company website · checked Sep 5, 2026
5	Boston Wealth Strategies Inc. 5000 CompanyIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	11
	“A Partnership from the Start "Boston Wealth Strategies, Inc.” Source: company website · checked Sep 5, 2026
6	Braver PCIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1,001-5,000	11
	“Effective January 1, 2014, Braver PC has merged into Marcum LLP.” Source: company website · checked Sep 5, 2026
7	Wells Financial Partners, LLCIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	10
	“Wells Financial Partners brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life.” Source: company website · checked Sep 5, 2026
8	Centerpoint Advisors, LLCIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	9
	“Customized Services Centerpoint provides a range of investment management and wealth advisory services to individuals, families, small businesses, and non-profit institutions…” Source: company website · checked Sep 5, 2026
9	Coles & Bodoin, LLPPartial evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Coles & Bodoin, LLP is a full service certified public accounting firm with over 40 years of experience located in Needham, Massachusetts.” Source: company website · checked Sep 5, 2026
10	Core Wealth AdvisoryIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	6
	“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…” Source: company website · checked Sep 5, 2026
11	FSA Wealth ManagementIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Wealth brings challenges.” Source: company website · checked Sep 5, 2026
12	Bloom Cohen Hayes LLCPartial evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	“BLOOM COHEN HAYES LLC is an accounting company based out of 464 HILLSIDE AVENUE, NEEDHAM, Massachusetts, United States.” Source: company website · checked Sep 5, 2026
13	Northward Financial GroupIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	“Northward is an independent wealth management firm that provides highly personalized service, objective and tailored advice and planning, and comprehensive services and solutions…” Source: company website · checked Sep 5, 2026
14	Peck Associates, PCStrong evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	4
	“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…” Source: company website · checked Sep 5, 2026
15	Tower Hill Financial GroupIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	4
	“Tower Hill Financial Group is a fee-based financial planning and wealth management firm located in Massachusetts, serving the Greater Boston area and beyond.” Source: company website · checked Sep 5, 2026
16	Sandler & Company, P.CIndirect evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	11-50	3
	Source: company website · checked Sep 5, 2026
17	Mass TAX Services, INCPartial evidence	Needham, MA, United StatesHQ checked Sep 5, 2026	1-10	2
	“We’re a boutique accounting firm providing tax, accounting, and bookkeeping services to businesses and individuals.” Source: company website · checked Sep 5, 2026

Showing 17 of 25 private client accounting firms based in Needham, United States

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Private client accounting firms based in Needham, 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

11-50

1,001-5,000

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 Needham, over 25 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 Needham, 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 Needham 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, 109 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 Needham, United States?

RevenueBase identified 25 private client accounting firms headquartered in Needham, 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?

Beaumont Financial Partners, headquartered in Needham, 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 109 verified decision-maker contacts tracked across these 25 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.