Skip to main content

Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 61 companies tracked

RevenueBase identified 61 private client accounting firms headquartered in Pasadena, United States as of September 2026 and tracks 746 professional contacts across them, including 405 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Pasadena, 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
61Companies
746Contacts tracked
405Verified emails
Unlock all 61 companies Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 25 of 61 private client accounting firms based in Pasadena, 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
Whittier Trust CompanyIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 2026201-500303

“Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…”

Source: company website · checked Sep 5, 2026
2
Lucas HorsfallPartial evidence
Pasadena, United StatesHQ checked Sep 5, 202651-200113

“Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.”

Source: company website · checked Sep 5, 2026
3
Clifford Swan Investment CounselorsIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-5042

“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.”

Source: company website · checked Sep 5, 2026
4
Krost Cpas & ConsultantsStrong evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202651-20034

“Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries.”

Source: company website · checked Sep 5, 2026
5
Massmutual PacificIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202651-20026

“At MassMutual Pacific, we first learn what is important to you and your goals for the future.”

Source: company website · checked Sep 5, 2026
6
Temo Arjani LLPStrong evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-5020

“Temo Arjani, LLP has an amazing reputation for providing our clients the highest quality tax, audit, and accounting services with a personal touch.”

Source: company website · checked Sep 5, 2026
7
Stonemark Wealth ManagementIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-5014

“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.”

Source: company website · checked Sep 5, 2026
8
Maginnis Knechtel Mcintyre LLPStrong evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-5013

“Maginnis Knechtel & McIntyre LLP is a full-service accounting, auditing and tax firm serving clients throughout the Western U.S.”

Source: company website · checked Sep 5, 2026
9
Goehner AccountancyStrong evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-5012

“As a full-service accounting firm, Goehner Accountancy draws momentum and energy from the great diversity of our clients.”

Source: company website · checked Sep 5, 2026
10
Taylor Insurance And Financial ServicesIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-1010

“Taylor Insurance and Financial Services is a wealth management practice based in Pasadena, California.”

Source: company website · checked Sep 5, 2026
11
Gavigan & Co, Cpa'sIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-109

“Traditional CPA services plus outsourced financial management services for non-profit and for-profit enterprises.”

Source: company website · checked Sep 5, 2026
12
Deka LAW Group, INCIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-509

“People are at the heart of every estate plan.”

Source: company website · checked Sep 5, 2026
13
Gregory, Fillas, Buschauer & Kroischke, LLPPartial evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-109

“GREGORY, FILLAS, BUSCHAUER & KROISCHKE, LLP is an accounting company based out of 150 S.”

Source: company website · checked Sep 5, 2026
14
Roger A Brown & CompanyIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-508

“Roger A.”

Source: company website · checked Sep 5, 2026
15
The Holdsworth Group, LLCIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-108

“The Holdsworth Group (“THG” or, the “Firm”) is a sophisticated, trusted provider of capital and advisory services to family offices and high net worth individuals, public and…”

Source: company website · checked Sep 5, 2026
16
Jenkins Bowler LLPIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-106

“We are a prestigious, boutique CPA firm located in the heart of the beautiful business district of Pasadena, California since the 1960s.”

Source: company website · checked Sep 5, 2026
17
Norton Home Office ManagementIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-106

“Norton Home Office Management is individually tailored, concierge personal financial and business management.”

Source: company website · checked Sep 5, 2026
18
The Sterling GroupPartial evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-505

“The Sterling Group exists to provide comprehensive wealth management to its clients.”

Source: company website · checked Sep 5, 2026
19
Baity & Assoc. TAX And Financial Services, INCPartial evidence
Pasadena, TX, United StatesHQ checked Sep 5, 20261-105

“Our mission is to provide comprehensive tax and financial services to our clients in order to enable them to meet their personal and business goals more effectively.”

Source: company website · checked Sep 5, 2026
20
Pacific Accounting GroupPartial evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-105

“Our CPA firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: company website · checked Sep 5, 2026
21
Beacon LLPIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-104

“Founded by Steven E.”

Source: company website · checked Sep 5, 2026
22
Precision Planning Financial Group, LLCIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-104

“Welcome to Precision Planning Financial Group:**Who We Are:** We are a team of experienced financial professionals with a strong commitment to trust and a focus on securing your…”

Source: company website · checked Sep 5, 2026
23
Sterling Financial Group, INCIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-104
Source: company website · checked Sep 5, 2026
24
Bridge Advisory, LLCPartial evidence
Pasadena, CA, United StatesHQ checked Sep 5, 202611-503

“Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country.”

Source: company website · checked Sep 5, 2026
25
Michael DI Pietro, CPAIndirect evidence
Pasadena, CA, United StatesHQ checked Sep 5, 20261-103

“Michael Di Pietro C.P.A.”

Source: company website · checked Sep 5, 2026

Showing 25 of 61 private client accounting firms based in Pasadena, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 405 reachable decision-makers.

Free signup · no credit card

See all 61 companies

Private client accounting firms based in Pasadena, 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
40
11-50
16
51-200
3
201-500
2

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 Pasadena, over 61 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 Pasadena, 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 Pasadena 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, 405 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 Pasadena, United States?

RevenueBase identified 61 private client accounting firms headquartered in Pasadena, 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?

Whittier Trust Company, headquartered in Pasadena, 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 405 verified decision-maker contacts tracked across these 61 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.

Ready to reach these companies? Verified emails and direct dials for all 61 private client accounting firms based in Pasadena, United States. Start with a free account, no credit card.

Get the full list

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.

More company lists