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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in New York, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 650 companies tracked

RevenueBase identified 650 private client accounting firms headquartered in New York, United States as of September 2026 and tracks 51,540 professional contacts across them, including 21,999 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in New York, 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
650Companies
51,540Contacts tracked
21,999Verified emails
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The 25 largest private client accounting firms based in New York, United States

Ranked by team size
Top 25 of 650 private client accounting firms based in New York, 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
Merrill LynchIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202610001+32,808

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: company website · checked Sep 5, 2026
2
Citrin CoopermanIndirect evidence
New York, United StatesHQ checked Sep 5, 20261,001-5,0002,996

“Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms.”

Source: company website · checked Sep 5, 2026
3
Cerity PartnersPartial evidence
New York, NY, United StatesHQ checked Sep 5, 20261,001-5,0001,491

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Source: company website · checked Sep 5, 2026
4
BNY WealthPartial evidence
New York, NY, United StatesHQ checked Sep 5, 202610001+1,217

“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.”

Source: company website · checked Sep 5, 2026
5
Bernstein Private Wealth ManagementPartial evidence
New York, NY, United StatesHQ checked Sep 5, 20261,001-5,000837

“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…”

Source: company website · checked Sep 5, 2026
6
AnchinIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026501-1,000602

“Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.”

Source: company website · checked Sep 5, 2026
7
Prager Metis CpasPartial evidence
New York, United StatesHQ checked Sep 5, 2026201-500467

“Prager Metis CPAs is an independent, full service, public accounting and consulting firm.”

Source: company website · checked Sep 5, 2026
8
WISSPartial evidence
New York, NY, United StatesHQ checked Sep 5, 2026201-500464

“At Wiss, we believe there’s more to accounting than just balancing the books.”

Source: company website · checked Sep 5, 2026
9
Wealthspire AdvisorsIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026201-500437

“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.”

Source: company website · checked Sep 5, 2026
10
Alex. BrownIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026501-1,000330

“Alex.”

Source: company website · checked Sep 5, 2026
11
Lenox AdvisorsPartial evidence
New York, NY, United StatesHQ checked Sep 5, 2026201-500323

“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.”

Source: company website · checked Sep 5, 2026
12
Cbiz Marks PanethIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026501-1,000289

“CBIZ Marks Paneth, formerly known as Marks Paneth LLP, joined CBIZ and Mayer Hoffman McCann P.C.(MHM) in January 2022.”

Source: company website · checked Sep 5, 2026
13
BBR PartnersIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200242

“BBR Partners is an independent boutique wealth management firm.”

Source: company website · checked Sep 5, 2026
14
BerdonPartial evidence
New York, NY, United StatesHQ checked Sep 5, 2026201-500217

“Berdon” is the brand name under which Berdon LLP, a licensed independent CPA firm, and Berdon Advisors LLC serve clients’ business needs.”

Source: company website · checked Sep 5, 2026
15
Friedman LLPPartial evidence
New York, NY, United StatesHQ checked Sep 5, 20261,001-5,000203

“Effective September 1, 2022, Friedman LLP is now Marcum – creating one of the most innovative accounting and advisory firms in the U.S.”

Source: company website · checked Sep 5, 2026
16
City National RochdaleIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026201-500182

“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.”

Source: company website · checked Sep 5, 2026
17
National Securities CorporationIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 2026501-1,000149
Source: company website · checked Sep 5, 2026
18
Funaro & COIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200146

“Founded in 1947, Funaro & Co.”

Source: company website · checked Sep 5, 2026
19
Konnect Books & Taxes- Virtual CFO & USA TAX ConsultantsIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200145

“Konnect Books & Taxes, is an International Bookkeeping, Tax & Advisory firm, in the USA, with CPAs & Accountants, ready to help you take care of ALL your numbers.”

Source: company website · checked Sep 5, 2026
20
Fortis LUX FinancialIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200136

“Creative thinking is both an art and a science.”

Source: company website · checked Sep 5, 2026
21
DDKIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200133

“DDK is dedicated to being more than a CPA firm that focuses solely on minimizing taxes, avoiding penalties, and preparing financial statements.”

Source: company website · checked Sep 5, 2026
22
Jade FiducialIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200114

“Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…”

Source: company website · checked Sep 5, 2026
23
Mitchell & Titus, LLPPartial evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200108

“As the largest minority-controlled accounting firm in the United States, Mitchell Titus provides excellence in assurance, advisory and tax services to Fortune organizations…”

Source: company website · checked Sep 5, 2026
24
Phoenix Financial ServicesIndirect evidence
New York, NY, United StatesHQ checked Sep 5, 202651-200108

“Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.”

Source: company website · checked Sep 5, 2026
25
Wealthbridge Financial GroupPartial evidence
New York, NY, United StatesHQ checked Sep 5, 202651-20095

“At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.”

Source: company website · checked Sep 5, 2026

Showing 25 of 650 private client accounting firms based in New York, United States

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Private client accounting firms based in New York, 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
385
11-50
180
51-200
55
201-500
11
501-1,000
6
1,001-5,000
7
10001+
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 New York, over 650 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 New York, 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 New York 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, 21,999 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 New York, United States?

RevenueBase identified 650 private client accounting firms headquartered in New York, 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?

Merrill Lynch, headquartered in New York, 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 21,999 verified decision-maker contacts tracked across these 650 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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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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