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. Across the United States, New York is the largest hub for this category (650 companies); Newton has 25.

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, 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

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. 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	RWA Wealth Partners	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	51-200	48 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
2	AGS TAX & Accounting Group	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	28 contacts →
	Partial evidence “Accounting and Payroll Solutions Not all accountants are alike.” Source: RevenueBase Database · checked Sep 5, 2026
3	Sapers & Wallack, INC	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Indirect evidence “Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm.” Source: RevenueBase Database · checked Sep 5, 2026
4	Vacovec, Mayotte & Singer	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Partial evidence “VMS provides a full range of tax, estate planning, and related legal services to clients throughout the United States and around the world.” Source: RevenueBase Database · checked Sep 5, 2026
5	Knudsen Monroe & Company LLC	Indirect evidence	Newton, KS, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Indirect evidence “Certified Public Accountants - Newton, KS” Source: RevenueBase Database · checked Sep 5, 2026
6	Weiner And Rice PC	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “We always keep the client's best interest in mind.” Source: RevenueBase Database · checked Sep 5, 2026
7	David J. Prothero, Cpa, P.C	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “We are a Newton, Massachusetts CPA firm offering tax reduction strategies, investments and insurance solutions for individuals and businesses.” Source: RevenueBase Database · checked Sep 5, 2026
8	Rubino & Liang Wealth Partners	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
9	North Atlantic Investment Partners, LLC	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “North Atlantic Investment Partners is an independent practice aligned with Raymond James Financial Services, Inc.” Source: RevenueBase Database · checked Sep 5, 2026
10	Real World Financial Planning, LLC	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Independent financial planning firm and registered investment adviser that serves individuals and families.” Source: RevenueBase Database · checked Sep 5, 2026
11	Decypher Financials	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
12	Smart TAX Corporation	Partial evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
13	LUI & Frasca, P.C., Attorneys At LAW	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Our attorneys provide a unique service to the firm’s high net worth families and their closely-held businesses.” Source: RevenueBase Database · checked Sep 5, 2026
14	Wealth Depot LLC	Indirect evidence	Newton, NJ, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
15	Connelly Cfo, INC	Indirect evidence	Newton, NH, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Free Business and Tax Check-Up.” Source: RevenueBase Database · checked Sep 5, 2026
16	Ferguson Financial Group LLC	Indirect evidence	Newton, UT, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Ferguson Financial Group covers all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Source: RevenueBase Database · checked Sep 5, 2026
17	Renaissance Wealth Advisors	Indirect evidence	Newton, MA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Friends since 3rd grade, Jon Loer and Lauris Lambergs co-founded Renaissance in 2019 as a financial planning and investment management firm.” 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 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

44.6%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data 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 for Newton, 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 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 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.
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 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 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, 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

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 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 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). Newton has 25.

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 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.