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 company matches for private client accounting firms associated with 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 company matches for private client accounting firms associated with Newton, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

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 company matches for private client accounting firms based in Newton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	RWA Wealth Partners	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	51-200	48 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	AGS TAX & Accounting Group	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	11-50	28 contacts →
	Exact match “Accounting and Payroll Solutions Not all accountants are alike.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Sapers & Wallack, INC	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	11-50	18 contacts →
	Exact match “Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Vacovec, Mayotte & Singer	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “VMS provides a full range of tax, estate planning, and related legal services to clients throughout the United States and around the world.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Knudsen Monroe & Company LLC	Exact match	Newton, KS, United StatesHQ recorded Sep 5, 2026	11-50	6 contacts →
	Exact match “Certified Public Accountants - Newton, KS” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Weiner And Rice PC	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “We always keep the client's best interest in mind.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	David J. Prothero, Cpa, P.C	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “We are a Newton, Massachusetts CPA firm offering tax reduction strategies, investments and insurance solutions for individuals and businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Rubino & Liang Wealth Partners	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	North Atlantic Investment Partners, LLC	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “North Atlantic Investment Partners is an independent practice aligned with Raymond James Financial Services, Inc.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Real World Financial Planning, LLC	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Independent financial planning firm and registered investment adviser that serves individuals and families.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Decypher Financials	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “DeCypher is a leading Accounting and Tax firm that specializes in helping Service Based Businesses and Content Creators reach their financial and operational objectives.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Smart TAX Corporation	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	LUI & Frasca, P.C., Attorneys At LAW	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Our attorneys provide a unique service to the firm’s high net worth families and their closely-held businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Wealth Depot LLC	Exact match	Newton, NJ, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Connelly Cfo, INC	Exact match	Newton, NH, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Free Business and Tax Check-Up.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Ferguson Financial Group LLC	Exact match	Newton, UT, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Ferguson Financial Group covers all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Renaissance Wealth Advisors	Exact match	Newton, MA, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “Friends since 3rd grade, Jon Loer and Lauris Lambergs co-founded Renaissance in 2019 as a financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private client accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Newton, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 86 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 25 company matches for private client accounting firms associated with Newton, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

RWA Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 650 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 86 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

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.