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Company lists · Data refreshed September 2026

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

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. New York is the largest hub.

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, 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
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. 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.
#CompanyHeadquartersEmployeesContacts
1
FrankelPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202651-20091

“Since 1959, our business and individual clients have thrived on our expertise and vision.”

Source: company website · checked Sep 5, 2026
2
Heritage Financial ServicesPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202651-20039

“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: company website · checked Sep 5, 2026
3
Hayes & Associates, L.L.CPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5033

“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: company website · checked Sep 5, 2026
4
Harrison Financial ServicesIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5030

“Helping families build a better life, legacy, and community.”

Source: company website · checked Sep 5, 2026
5
RG & Associates Certified Public AccountantsPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5023

“Based in Omaha, Nebraska, RG & Associates is a CPA firm offering comprehensive accounting services.”

Source: company website · checked Sep 5, 2026
6
Masimore, Magnuson & Assoc., P.CStrong evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5019

“Our firm offers a wide range of accounting, audit, tax and consulting services to our individual and business clients.”

Source: company website · checked Sep 5, 2026
7
Berger, Elliott & Pritchard Cpas, LLCIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5017

“Berger, Elliot & Pritchard CPAs, LLC are Certified Public Accountants working in the Omaha, Nebraska metro area.”

Source: company website · checked Sep 5, 2026
8
TR Financial GroupIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5014

“TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm.”

Source: company website · checked Sep 5, 2026
9
Asset StrategiesPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5014

“Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.”

Source: company website · checked Sep 5, 2026
10
Percipio Business AdvisorsStrong evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5013

“Providing accounting and finance solutions to meet the needs of privately held businesses, non-profit organizations, and individuals.”

Source: company website · checked Sep 5, 2026
11
Mcfarlin & Brokke PCPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5012

“For clients who want a lasting and profitable business relationship, we're here with you for the long term.”

Source: company website · checked Sep 5, 2026
12
Revolution Group, LLCIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-1012

“We are a full-service, custom wealth management firm.”

Source: company website · checked Sep 5, 2026
13
Deboer & Associates, PCStrong evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-5011

“CPA firm that works to help our clients with major services in audit, accounting, tax, and consulting.”

Source: company website · checked Sep 5, 2026
14
AGSNPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-1010

“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: company website · checked Sep 5, 2026
15
Prodigy Asset ManagementIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-1010

“Personalized investment management and services for not-for-profit organizations, ultra-high-net-worth individuals, and families.”

Source: company website · checked Sep 5, 2026
16
Moylan KroppPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-509

“Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.”

Source: company website · checked Sep 5, 2026
17
Rossitto & Associates, LLCPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-109

“Rossitto & Associates is a premier accounting firm in Omaha, Nebraska.”

Source: company website · checked Sep 5, 2026
18
Trusted Wealth PartnersPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-109

“Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.”

Source: company website · checked Sep 5, 2026
19
American Wealth PartnersPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-108

“American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.”

Source: company website · checked Sep 5, 2026
20
Koski Professional Group, P.CStrong evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-508

“Koski Professional Group is a full-service public accounting and consulting firm serving clients since 1986.”

Source: company website · checked Sep 5, 2026
21
Infinity CPA Group, LLCStrong evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-507

“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: company website · checked Sep 5, 2026
22
Illuminate Financial GroupIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-507

“Illuminate Financial Group is an independently owned full service wealth management firm.”

Source: company website · checked Sep 5, 2026
23
Centerpoint Financial GroupPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 20261-106

“CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.”

Source: company website · checked Sep 5, 2026
24
Teckmeyer Financial ServicesIndirect evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-506

“Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska”

Source: company website · checked Sep 5, 2026
25
Mcmillen Dovali CO PCPartial evidence
Omaha, NE, United StatesHQ checked Sep 5, 202611-506

“Accounting and tax services relevant to your business needs.”

Source: company website · checked Sep 5, 2026

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
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
45
11-50
33
51-200
3
201-500
1

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 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 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 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.
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 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, 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

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 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 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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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

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