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Company lists · Data refreshed September 2026

Top 16 Private client accounting firms based in Palm Beach Gardens, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 26 companies tracked

RevenueBase identified 26 private client accounting firms headquartered in Palm Beach Gardens, United States as of September 2026 and tracks 264 professional contacts across them, including 157 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Palm Beach Gardens, 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
26Companies
264Contacts tracked
157Verified emails
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The 16 largest private client accounting firms based in Palm Beach Gardens, United States

Ranked by team size
Top 16 of 26 private client accounting firms based in Palm Beach Gardens, 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
Dakota Wealth ManagementIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202651-20083

“Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions.”

Source: company website · checked Sep 5, 2026
2
Smith, Stohlman, James & Gardere Cpas AdvisorsIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202611-5042

“Smith, Stohlman, James & Gardere, P.A.”

Source: company website · checked Sep 5, 2026
3
Comiter SingerIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202611-5028

“When you have spent your life working hard to grow your estate or business, you want to ensure that the fruits of your labor are protected for generations to come.”

Source: company website · checked Sep 5, 2026
4
Gardens Wealth ManagementIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202651-20019

“On your path to retirement, you’re looking for someone who will listen and learn about what you need from a financial advisory team.”

Source: company website · checked Sep 5, 2026
5
Tillett, Alvarado, Prendergast & SuarezPartial evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202611-5010

“Our clients include an extensive list of Industries such as Attorneys, Physicians Practices and other Health Service Providers, Real Estate, Software Developers, Insurance/…”

Source: company website · checked Sep 5, 2026
6
Wall Private WealthIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-107

“We are a multi-family office, helping affluent families protect, grow and reduce taxes on their wealth.”

Source: company website · checked Sep 5, 2026
7
Global Trust Asset Management, LLCIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 202611-505

“Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management…”

Source: company website · checked Sep 5, 2026
8
Veracity AdvisersIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-105

“Veracity Advisers operates as a fractional family office, partnering with CPAs and tax professionals to design and implement advanced planning for business owners and…”

Source: company website · checked Sep 5, 2026
9
MF TAX GroupIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 2026201-5005

“Our firm is one of the leading firms in Palm Beach as a result of our outstanding service and commitment to excellence.”

Source: company website · checked Sep 5, 2026
10
Gold Accounting TAXPartial evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-105

“At Gold Accounting Tax, we know you want to be successful in real estate.”

Source: company website · checked Sep 5, 2026
11
Pursuit Wealth ManagementPartial evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-104

“We started Pursuit Wealth Management to bring the focus back onto servicing clients.”

Source: company website · checked Sep 5, 2026
12
D. Brooks And Associates Cpas, P.AIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-104

“Headquartered in Palm Beach Gardens, Florida, D.”

Source: company website · checked Sep 5, 2026
13
Dynamic Wealth Strategies, INCIndirect evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-103

“Come on in and see what it’s like to work with people just like you.”

Source: company website · checked Sep 5, 2026
14
GEM BookkeepingPartial evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-102

“Specializing in bookkeeping and accounting for small business and high net worth individuals, our role is to provide you with the peace of mind regarding your financial well-being…”

Source: company website · checked Sep 5, 2026
15
Accounting IntelligenceStrong evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-102

“We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.”

Source: company website · checked Sep 5, 2026
16
Sound Wealth Management GroupPartial evidence
Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 20261-102

“At Sound Wealth Management Group, we are acutely aware of the important role we play in our clients' lives and are committed to building prosperous, long-lasting relationships…”

Source: company website · checked Sep 5, 2026

Showing 16 of 26 private client accounting firms based in Palm Beach Gardens, United States

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Private client accounting firms based in Palm Beach Gardens, 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
18
11-50
5
51-200
2
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 Palm Beach Gardens, over 26 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 Palm Beach Gardens, 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 Palm Beach Gardens 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, 157 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 Palm Beach Gardens, United States?

RevenueBase identified 26 private client accounting firms headquartered in Palm Beach Gardens, 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?

Dakota Wealth Management, headquartered in Palm Beach Gardens, 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 157 verified decision-maker contacts tracked across these 26 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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