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. New York is the largest hub.

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, 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

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. 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	TAX & Financial GroupPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	n/a	810
	“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: company website · checked Sep 5, 2026
2	Cambaliza Mcgee LLPIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	27
	“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: company website · checked Sep 5, 2026
3	CapataPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	22
	“CAPATA is a full service accounting firm in Orange County, California.” Source: company website · checked Sep 5, 2026
4	Hollencrest Capital ManagementPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	18
	“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: company website · checked Sep 5, 2026
5	Elevate Financial PartnersIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	15
	“Tax Planning \| Financial Planning \| Investment Planning \| Estate Planning \| In house Hedge Fund \| Independent \| Complex Life Insurance Solutions \| CPA & Tax Attorney in house…” Source: company website · checked Sep 5, 2026
6	Spinnaker Investment Group, LLCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	12
	“While money may not buy happiness, it certainly buys security and stability.” Source: company website · checked Sep 5, 2026
7	Tower 68 Financial AdvisorsIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: company website · checked Sep 5, 2026
8	Castle Rock, LLPPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“We are a full service Tax and Accounting firm in Orange County, CA.” Source: company website · checked Sep 5, 2026
9	Clarity Capital PartnersIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: company website · checked Sep 5, 2026
10	Liptz & Associates, CPAIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9
	“We are a full service CPA firm providing tax planning, tax preparation, domestic and international consulting, and audit, review, and compilation services.” Source: company website · checked Sep 5, 2026
11	The Rand GroupIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9
	“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: company website · checked Sep 5, 2026
12	Modern Cpas , INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	9
	“Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Source: company website · checked Sep 5, 2026
13	Lifetime Paradigm, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	“We are Registered Financial Consultants and Independent Fiduciary Advisors.” Source: company website · checked Sep 5, 2026
14	TVN Advisors LLPIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	Source: company website · checked Sep 5, 2026
15	Silveroak InvestmentsIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“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: company website · checked Sep 5, 2026
16	Yosemite Capital ManagementPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: company website · checked Sep 5, 2026
17	Tidecrest Wealth Management, LLCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Anchored in Strategy.” Source: company website · checked Sep 5, 2026
18	Boyer Financial ServicesIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Rooted in Discipline.” Source: company website · checked Sep 5, 2026
19	Havaplan FinancialIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“At every stage in our adult life, there is need for a financial plan.” Source: company website · checked Sep 5, 2026
20	R. Kuhen & Co., INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“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: company website · checked Sep 5, 2026
21	Rodriquez Wealth ManagementIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: company website · checked Sep 5, 2026
22	Spinnaker TAX Group LLCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“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: company website · checked Sep 5, 2026
23	Paddock Scheck Morse, INCIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	Source: company website · checked Sep 5, 2026
24	Integrity Wealth Management, Newport BeachIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Integrity Wealth Management, we work primarily for a select group of very successful and busy business owners and professionals.” Source: company website · checked Sep 5, 2026
25	James Valle & Company, CpasPartial evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.” Source: company website · checked Sep 5, 2026

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

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

51-200

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 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 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 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.
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 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, 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

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 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 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 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.