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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 134 companies tracked

RevenueBase identified 134 private client accounting firms headquartered in Portland, United States as of September 2026 and tracks 2,193 professional contacts across them, including 1,320 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Portland, 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
134Companies
2,193Contacts tracked
1,320Verified emails
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The 25 largest private client accounting firms based in Portland, United States

Ranked by team size
Top 25 of 134 private client accounting firms based in Portland, 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
AldrichIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 2026201-500410

“For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.”

Source: company website · checked Sep 5, 2026
2
Baker Newman NoyesPartial evidence
Portland, ME, United StatesHQ checked Sep 5, 2026201-500336

“Baker Newman Noyes is one of the nation's top 100 accounting and consulting firms with offices in Massachusetts, Maine, and New Hampshire.”

Source: company website · checked Sep 5, 2026
3
Perkins & COIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 2026201-500197

“Perkins & Co CPAs help growth-focused organizations and individuals navigate complex tax, audit, and advisory needs with clarity and confidence.”

Source: company website · checked Sep 5, 2026
4
Geffen MesherPartial evidence
Portland, OR, United StatesHQ checked Sep 5, 202651-200160

“We’re a Portland-based accounting firm with a 90+ year legacy, and we’re continuing to grow and evolve every day.”

Source: company website · checked Sep 5, 2026
5
Albin Randall & BennettIndirect evidence
Portland, ME, United StatesHQ checked Sep 5, 202651-20090

“ARB guides organizations in the automotive, construction, manufacturing, and nonprofit sectors; closely held businesses; and family groups to make intelligent, sensible financial…”

Source: company website · checked Sep 5, 2026
6
R.M. DavisIndirect evidence
Portland, ME, United StatesHQ checked Sep 5, 202651-20070

“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.”

Source: company website · checked Sep 5, 2026
7
Purdy Powers & CompanyIndirect evidence
Portland, ME, United StatesHQ checked Sep 5, 202611-5046

“Confidence in Knowing.”

Source: company website · checked Sep 5, 2026
8
Vista Capital PartnersIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5045

“Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…”

Source: company website · checked Sep 5, 2026
9
Becker Capital Management, INCIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5038

“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.”

Source: company website · checked Sep 5, 2026
10
Vigilant Wealth ManagementPartial evidence
Portland, ME, United StatesHQ checked Sep 5, 202611-5035

“The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs…”

Source: company website · checked Sep 5, 2026
11
Myatt & Bell, P.CIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5029
Source: company website · checked Sep 5, 2026
12
Isler Northwest LLCIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5025

“Isler Northwest LLC is a locally-owned firm of certified public accountants and business advisors.”

Source: company website · checked Sep 5, 2026
13
Alten Sakai & Company LLPPartial evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5025

“Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.”

Source: company website · checked Sep 5, 2026
14
Pittman & Brooks, P.CIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5025

“We started Pittman & Brooks because we believe that businesses need more than accountants, they need business consultants who are CPA-certified.”

Source: company website · checked Sep 5, 2026
15
Kern & Thompson, LLCPartial evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5020

“Kern & Thompson, LLC is a full service public accounting firm located in downtown Portland.”

Source: company website · checked Sep 5, 2026
16
Financial ReserveIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5019

“Financial Reserve Companies Financial Reserve, Inc.”

Source: company website · checked Sep 5, 2026
17
Dougall Conradie LLCPartial evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5017

“Portland Certified Public Accountants Dougall Conradie LLC - Our practice is built on the success of more than 30 years of certified public accounting and tax experience of John…”

Source: company website · checked Sep 5, 2026
18
Foster & Associates, Cpa, LLCIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202651-20015

“We are the “new kids on the block”.”

Source: company website · checked Sep 5, 2026
19
Cornerstone Financial Planning, LLCPartial evidence
Portland, ME, United StatesHQ checked Sep 5, 202611-5014

“Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and…”

Source: company website · checked Sep 5, 2026
20
Great Diamond PartnersIndirect evidence
Portland, ME, United StatesHQ checked Sep 5, 202611-5014

“Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.”

Source: company website · checked Sep 5, 2026
21
OLD Port Advisors Est. 1994Indirect evidence
Portland, ME, United StatesHQ checked Sep 5, 202611-5013

“Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…”

Source: company website · checked Sep 5, 2026
22
Deschutes Investment ConsultingIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5013

“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.”

Source: company website · checked Sep 5, 2026
23
Fellner & KuhnPartial evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5013

“Fellner & Kuhn has been serving clients since 1975.”

Source: company website · checked Sep 5, 2026
24
Iron Creek TAX & ConsultingIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 20261-1012

“Any goal.”

Source: company website · checked Sep 5, 2026
25
Preisz FinancialIndirect evidence
Portland, OR, United StatesHQ checked Sep 5, 202611-5012

“PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.”

Source: company website · checked Sep 5, 2026

Showing 25 of 134 private client accounting firms based in Portland, United States

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Private client accounting firms based in Portland, 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
88
11-50
34
51-200
7
201-500
4

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 Portland, over 134 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 Portland, 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 Portland 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, 1,320 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 Portland, United States?

RevenueBase identified 134 private client accounting firms headquartered in Portland, 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?

Aldrich, headquartered in Portland, 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 1,320 verified decision-maker contacts tracked across these 134 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 134 private client accounting firms based in Portland, United States. Start with a free account, no credit card.

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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 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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