Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 148 companies tracked

RevenueBase identified 148 private client accounting firms headquartered in Phoenix, United States as of September 2026 and tracks 836 professional contacts across them, including 392 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Phoenix has 148.

This list covers private client accounting firms headquartered in Phoenix, 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

148Companies

836Contacts tracked

392Verified emails

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

Ranked by team size

Top 25 of 148 private client accounting firms based in Phoenix, 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	Frazer, Ryan, Goldberg & Arnold LLP	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Source: RevenueBase Database · checked Sep 5, 2026
2	Atlas Cpas & Advisors	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	n/a	48 contacts →
	Partial evidence “Atlas CPAs & Advisors is part of the Atlas Business Navigators family of firms to better serve our clients and community by providing a group of highly qualified individuals with…” Source: RevenueBase Database · checked Sep 5, 2026
3	Provision, PLC	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	46 contacts →
	Partial evidence “ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building…” Source: RevenueBase Database · checked Sep 5, 2026
4	Strategy Financial Group	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	31 contacts →
	Indirect evidence “You’ve worked hard your entire life.” Source: RevenueBase Database · checked Sep 5, 2026
5	Versant Capital Management, INC	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	29 contacts →
	Partial evidence “Offices in Dallas and Phoenix serving clients nationwide.” Source: RevenueBase Database · checked Sep 5, 2026
6	Tull, Forsberg & Olson PLC	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	17 contacts →
	Partial evidence “We are a full-service accounting firm that has been a part of the Arizona community since it was founded in 1950.” Source: RevenueBase Database · checked Sep 5, 2026
7	Heritage Family Offices, LLP	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Indirect evidence “Heritage Family Offices, LLP combines Tax, Law, Asset Management, Wealth Management, and Insurance practices to provide a specialized family office experience.” Source: RevenueBase Database · checked Sep 5, 2026
8	The Forakis LAW Firm, PLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Indirect evidence “We are Arizona’s premiere estate, business and charitable planning law firm.” Source: RevenueBase Database · checked Sep 5, 2026
9	Heritage Advisors, LLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience.” Source: RevenueBase Database · checked Sep 5, 2026
10	Trustbank Wealth Management	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	51-200	12 contacts →
	Indirect evidence “TrustBank has over 107 years of expertise in the financial industry.” Source: RevenueBase Database · checked Sep 5, 2026
11	Phocus Financial	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Grass Coffey & Scharlau, Cpa's	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	9 contacts →
	Indirect evidence “Grass, Coffey & Scharlau (GCS) began in 1980 when Leon Grass started his CPA practice with a heart for serving the valley.” Source: RevenueBase Database · checked Sep 5, 2026
13	Conover Asay Cpas, Pllc	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “Conover Asay CPAs, PLLC (“Conover Asay”) is committed to the industries and clientele for which we have become trusted business advisers over the years and are dedicated to…” Source: RevenueBase Database · checked Sep 5, 2026
14	MY Financial Coach MFC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Indirect evidence “At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.” Source: RevenueBase Database · checked Sep 5, 2026
15	Phocus Accounting And Tax, Pllc	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Partial evidence “Phocus Accounting and Tax combines the products you need with the relationship that few can offer.” Source: RevenueBase Database · checked Sep 5, 2026
16	Sarvas, Coleman & Tobin, P.C	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
17	Ullmann & Company PC	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “ULLMANN & COMPANY, PC is an accounting company based out of 4647 NORTH 32ND STREET, PHOENIX, Arizona, United States.” Source: RevenueBase Database · checked Sep 5, 2026
18	Eaton-Cambridge INC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence “With the right guide, the best part of your adventure is wherever you are.” Source: RevenueBase Database · checked Sep 5, 2026
19	Kinline	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “Kinline provides accounting and advisory to businesses and individuals, allowing them to focus on goals, growth, and success.” Source: RevenueBase Database · checked Sep 5, 2026
20	Hacker Accounting, LLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	51-200	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
21	A.M. Accounting Services, LLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “A.M.” Source: RevenueBase Database · checked Sep 5, 2026
22	Reliant Group Holdings, LLC	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Source: RevenueBase Database · checked Sep 5, 2026
23	Mathis Wealth Management	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Source: RevenueBase Database · checked Sep 5, 2026
24	Aniles & Company CPA Firm	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Partial evidence “Local Certified Public Accounting firm supporting non profit and for profit organizations in the areas of accounting, financial management, financial advisory, tax and fiscal…” Source: RevenueBase Database · checked Sep 5, 2026
25	Chichester Financial Group LLC	Indirect evidence	Phoenix, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.” 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 148 private client accounting firms based in Phoenix, United States

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

As of Sep 5, 2026

46.9%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 148 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 Phoenix, 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 Phoenix 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, 392 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 Phoenix, United States?

RevenueBase identified 148 private client accounting firms headquartered in Phoenix, 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?

Frazer, Ryan, Goldberg & Arnold LLP, headquartered in Phoenix, 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). Phoenix has 148.

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 392 verified decision-maker contacts tracked across these 148 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.