Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 82 companies tracked

RevenueBase identified 82 private client accounting firms headquartered in Omaha, United States as of September 2026 and tracks 760 professional contacts across them, including 300 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Omaha has 82.

This list covers private client accounting firms headquartered in Omaha, 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

82Companies

760Contacts tracked

300Verified emails

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

Ranked by team size

Top 25 of 82 private client accounting firms based in Omaha, 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	Frankel	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	51-200	91 contacts →
	Partial evidence “Since 1959, our business and individual clients have thrived on our expertise and vision.” Source: RevenueBase Database · checked Sep 5, 2026
2	Heritage Financial Services	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	51-200	39 contacts →
	Partial evidence “Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…” Source: RevenueBase Database · checked Sep 5, 2026
3	Hayes & Associates, L.L.C	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	33 contacts →
	Partial evidence “For over 40 years, we have provided uniquely tailored client advisory services (CAS), tax advisory services and audit/attestation services to thousands of clients.” Source: RevenueBase Database · checked Sep 5, 2026
4	Harrison Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	30 contacts →
	Indirect evidence “Helping families build a better life, legacy, and community.” Source: RevenueBase Database · checked Sep 5, 2026
5	RG & Associates Certified Public Accountants	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	23 contacts →
	Partial evidence “Based in Omaha, Nebraska, RG & Associates is a CPA firm offering comprehensive accounting services.” Source: RevenueBase Database · checked Sep 5, 2026
6	Masimore, Magnuson & Assoc., P.C	Strong evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	19 contacts →
	Strong evidence “Our firm offers a wide range of accounting, audit, tax and consulting services to our individual and business clients.” Source: RevenueBase Database · checked Sep 5, 2026
7	Berger, Elliott & Pritchard Cpas, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	17 contacts →
	Indirect evidence “Berger, Elliot & Pritchard CPAs, LLC are Certified Public Accountants working in the Omaha, Nebraska metro area.” Source: RevenueBase Database · checked Sep 5, 2026
8	TR Financial Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Indirect evidence “TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.” Source: RevenueBase Database · checked Sep 5, 2026
9	Asset Strategies	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Partial evidence “Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Source: RevenueBase Database · checked Sep 5, 2026
10	Percipio Business Advisors	Strong evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Strong evidence “Providing accounting and finance solutions to meet the needs of privately held businesses, non-profit organizations, and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
11	Mcfarlin & Brokke PC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Partial evidence “For clients who want a lasting and profitable business relationship, we're here with you for the long term.” Source: RevenueBase Database · checked Sep 5, 2026
12	Revolution Group, LLC	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	12 contacts →
	Indirect evidence “We are a full-service, custom wealth management firm.” Source: RevenueBase Database · checked Sep 5, 2026
13	Deboer & Associates, PC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Strong evidence “CPA firm that works to help our clients with major services in audit, accounting, tax, and consulting.” Source: RevenueBase Database · checked Sep 5, 2026
14	AGSN	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Partial evidence “For 35 years, AGSN has been known for its expertise in tax services, accounting and assurance services, estate and financial planning and business consulting.” Source: RevenueBase Database · checked Sep 5, 2026
15	Prodigy Asset Management	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.” Source: RevenueBase Database · checked Sep 5, 2026
16	Moylan Kropp	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	9 contacts →
	Partial evidence “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Source: RevenueBase Database · checked Sep 5, 2026
17	Rossitto & Associates, LLC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Partial evidence “Rossitto & Associates is a premier accounting firm in Omaha, Nebraska.” Source: RevenueBase Database · checked Sep 5, 2026
18	Trusted Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Partial evidence “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Source: RevenueBase Database · checked Sep 5, 2026
19	American Wealth Partners	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 5, 2026
20	Koski Professional Group, P.C	Strong evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Strong evidence “Koski Professional Group is a full-service public accounting and consulting firm serving clients since 1986.” Source: RevenueBase Database · checked Sep 5, 2026
21	Infinity CPA Group, LLC	Strong evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Strong evidence “Our team at Infinity CPA Group, LLC has over 50 years of experience providing business and individual tax, accounting, and consulting services to our community of clients.” Source: RevenueBase Database · checked Sep 5, 2026
22	Illuminate Financial Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence “Illuminate Financial Group is an independently owned full service wealth management firm.” Source: RevenueBase Database · checked Sep 5, 2026
23	Centerpoint Financial Group	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Source: RevenueBase Database · checked Sep 5, 2026
24	Teckmeyer Financial Services	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Indirect evidence “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Source: RevenueBase Database · checked Sep 5, 2026
25	Mcmillen Dovali CO PC	Partial evidence	Omaha, NE, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Partial evidence “Accounting and tax services relevant to your business needs.” 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 82 private client accounting firms based in Omaha, United States

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

As of Sep 5, 2026

39.5%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 82 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 Omaha, 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 Omaha 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, 300 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 Omaha, United States?

RevenueBase identified 82 private client accounting firms headquartered in Omaha, 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?

Frankel, headquartered in Omaha, 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). Omaha has 82.

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 300 verified decision-maker contacts tracked across these 82 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.