Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 93 companies tracked

RevenueBase identified 93 private client accounting firms headquartered in Newport Beach, United States as of September 2026 and tracks 1,235 professional contacts across them, including 224 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Newport Beach has 93.

This list covers private client accounting firms headquartered in Newport Beach, 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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

93Companies

1,235Contacts tracked

224Verified emails

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The 25 largest private client accounting firms based in Newport Beach, United States

Ranked by team size

Top 25 of 93 private client accounting firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 5, 2026
2	Cambaliza Mcgee LLP	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	27 contacts →
	Indirect evidence “Cambaliza McGee LLP was founded to respond to the essential need of businesses and their owners to have a CPA who is a business advisor and navigator.” Source: RevenueBase Database · checked Sep 5, 2026
3	Capata	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	22 contacts →
	Partial evidence “CAPATA is a full service accounting firm in Orange County, California.” Source: RevenueBase Database · checked Sep 5, 2026
4	Hollencrest Capital Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Partial evidence “Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.” Source: RevenueBase Database · checked Sep 5, 2026
5	Elevate Financial Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Indirect evidence “Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Source: RevenueBase Database · checked Sep 5, 2026
6	Spinnaker Investment Group, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	12 contacts →
	Indirect evidence “While money may not buy happiness, it certainly buys security and stability.” Source: RevenueBase Database · checked Sep 5, 2026
7	Tower 68 Financial Advisors	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	11 contacts →
	Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 5, 2026
8	Castle Rock, LLP	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Partial evidence “We are a full service Tax and Accounting firm in Orange County, CA.” Source: RevenueBase Database · checked Sep 5, 2026
9	Clarity Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Indirect evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 5, 2026
10	Liptz & Associates, CPA	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence “We are a full service CPA firm providing tax planning, tax preparation, domestic and international consulting, and audit, review, and compilation services.” Source: RevenueBase Database · checked Sep 5, 2026
11	The Rand Group	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Source: RevenueBase Database · checked Sep 5, 2026
12	Modern Cpas , INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence “Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Source: RevenueBase Database · checked Sep 5, 2026
13	Lifetime Paradigm, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence “We are Registered Financial Consultants and Independent Fiduciary Advisors.” Source: RevenueBase Database · checked Sep 5, 2026
14	TVN Advisors LLP	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
15	Silveroak Investments	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 5, 2026
16	Yosemite Capital Management	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 5, 2026
17	Tidecrest Wealth Management, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 5, 2026
18	Boyer Financial Services	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Rooted in Discipline.” Source: RevenueBase Database · checked Sep 5, 2026
19	Havaplan Financial	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “At every stage in our adult life, there is need for a financial plan.” Source: RevenueBase Database · checked Sep 5, 2026
20	R. Kuhen & Co., INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Certified Public Accountants - Tax and Consulting Representing closely-held businesses, family businesses, and high net worth individuals for over 45 years Tax consulting and tax…” Source: RevenueBase Database · checked Sep 5, 2026
21	Rodriquez Wealth Management	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 5, 2026
22	Spinnaker TAX Group LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Spinnaker Tax Group provides tax and individual and business tax planning and consulting services that work in synergy with your own planning and relationship with your financial…” Source: RevenueBase Database · checked Sep 5, 2026
23	Paddock Scheck Morse, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
24	Integrity Wealth Management, Newport Beach	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Source: RevenueBase Database · checked Sep 5, 2026
25	James Valle & Company, Cpas	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 93 private client accounting firms based in Newport Beach, United States

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

As of Sep 5, 2026

18.1%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 93 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 RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Newport Beach, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 Newport Beach 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 its RevenueBase Smart Search 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, 224 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many private client accounting firms are there based in Newport Beach, United States?

RevenueBase identified 93 private client accounting firms headquartered in Newport Beach, 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?

TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Newport Beach has 93.

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 224 verified decision-maker contacts tracked across these 93 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 Smart Search, 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.