Company lists · Data refreshed September 2026

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

Name: Private client accounting firms based in Newton, 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 Newton, United States as of September 2026 and tracks 193 professional contacts across them, including 86 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Newton, 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

193Contacts tracked

86Verified emails

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

Ranked by team size

Top 17 of 25 private client accounting firms based in Newton, 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	RWA Wealth PartnersIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	51-200	48
	“RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning…” Source: company website · checked Sep 5, 2026
2	AGS TAX & Accounting GroupPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	28
	“Accounting and Payroll Solutions Not all accountants are alike.” Source: company website · checked Sep 5, 2026
3	Sapers & Wallack, INCIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	18
	“Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm.” Source: company website · checked Sep 5, 2026
4	Vacovec, Mayotte & SingerPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	14
	“VMS provides a full range of tax, estate planning, and related legal services to clients throughout the United States and around the world.” Source: company website · checked Sep 5, 2026
5	Knudsen Monroe & Company LLCIndirect evidence	Newton, KS, United StatesHQ checked Sep 5, 2026	11-50	6
	“Certified Public Accountants - Newton, KS” Source: company website · checked Sep 5, 2026
6	Weiner And Rice PCPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	“We always keep the client's best interest in mind.” Source: company website · checked Sep 5, 2026
7	David J. Prothero, Cpa, P.CIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	“We are a Newton, Massachusetts CPA firm offering tax reduction strategies, investments and insurance solutions for individuals and businesses.” Source: company website · checked Sep 5, 2026
8	Rubino & Liang Wealth PartnersPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5
	“Our retirement planning process is designed to create a personal relationship with our clients, taking the time to truly understand their unique personal and financial situation.” Source: company website · checked Sep 5, 2026
9	North Atlantic Investment Partners, LLCIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	4
	“North Atlantic Investment Partners is an independent practice aligned with Raymond James Financial Services, Inc.” Source: company website · checked Sep 5, 2026
10	Real World Financial Planning, LLCIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Independent financial planning firm and registered investment adviser that serves individuals and families.” Source: company website · checked Sep 5, 2026
11	Decypher FinancialsPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3
	“DeCypher is a leading Accounting and Tax firm that specializes in helping Service Based Businesses and Content Creators reach their financial and operational objectives.” Source: company website · checked Sep 5, 2026
12	Smart TAX CorporationPartial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3
	“SMART TAX CORPORATION offers a wide variety of tax, bookkeeping, payroll and consulting services to individuals, including high net-worth clients as well as small/medium…” Source: company website · checked Sep 5, 2026
13	LUI & Frasca, P.C., Attorneys At LAWIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Our attorneys provide a unique service to the firm’s high net worth families and their closely-held businesses.” Source: company website · checked Sep 5, 2026
14	Wealth Depot LLCIndirect evidence	Newton, NJ, United StatesHQ checked Sep 5, 2026	1-10	2
	Source: company website · checked Sep 5, 2026
15	Connelly Cfo, INCIndirect evidence	Newton, NH, United StatesHQ checked Sep 5, 2026	1-10	1
	“Free Business and Tax Check-Up.” Source: company website · checked Sep 5, 2026
16	Ferguson Financial Group LLCIndirect evidence	Newton, UT, United StatesHQ checked Sep 5, 2026	1-10	1
	“Ferguson Financial Group covers all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Source: company website · checked Sep 5, 2026
17	Renaissance Wealth AdvisorsIndirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	1
	“Friends since 3rd grade, Jon Loer and Lauris Lambergs co-founded Renaissance in 2019 as a financial planning and investment management firm.” Source: company website · checked Sep 5, 2026

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

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Private client accounting firms based in Newton, 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

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 Newton, 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 Newton, 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 Newton 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, 86 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 Newton, United States?

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

RWA Wealth Partners, headquartered in Newton, 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 86 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.