Company lists · Data refreshed September 2026

Top 17 Private client accounting firms based in Red Bank, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 29 companies tracked

RevenueBase identified 29 private client accounting firms headquartered in Red Bank, United States as of September 2026 and tracks 152 professional contacts across them, including 73 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Red Bank, 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

29Companies

152Contacts tracked

73Verified emails

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The 17 largest private client accounting firms based in Red Bank, United States

Ranked by team size

Top 17 of 29 private client accounting firms based in Red Bank, 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.
#	Company	Headquarters	Employees	Contacts
1	The Curchin GroupPartial evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	23
	“Curchin is a mid-sized accounting firm based in Red Bank, New Jersey.” Source: company website · checked Sep 5, 2026
2	Hudson Wealth Management LLCIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	15
	“In a world of unlimited choices, the strategic decisions we make are all interconnected.” Source: company website · checked Sep 5, 2026
3	Smallwood Wealth ManagementIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	15
	“We believe in looking at the big picture.” Source: company website · checked Sep 5, 2026
4	Woolston, Jensen, & Mcnamara, LLCStrong evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	12
	“Woolston, Jensen, & McNamara, LLC (WJM) is a full-service accounting firm serving clients throughout the northeast region, dedicated to providing our clients with professional…” Source: company website · checked Sep 5, 2026
5	Lighthouse Financial Advisors, INCIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	9
	“Your Vision.” Source: company website · checked Sep 5, 2026
6	Krietzberg Wealth ManagementIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	9
	“Build Today for Your Tomorrow.” Source: company website · checked Sep 5, 2026
7	Shorehaven Wealth PartnersIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	7
	“ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect…” Source: company website · checked Sep 5, 2026
8	Valuealigned PartnersPartial evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	7
	“For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall…” Source: company website · checked Sep 5, 2026
9	River's Edge Wealth PartnersIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	6
	“Our focus is you-your financial goals, your legacy and your retirement.” Source: company website · checked Sep 5, 2026
10	TomoroIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	4
	“At Tomoro, our goal to maximize the efficiency of your finances will assist you in designing a plentiful future based on economic principles that keep your finances in constant…” Source: company website · checked Sep 5, 2026
11	Caliber Financial PartnersPartial evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Caliber Financial Partners, we employ a 'client first' approach to everything that we do.” Source: company website · checked Sep 5, 2026
12	Wellesley Financial PlannersIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	3
	“Wellesley Financial Planners is a financial services company based out of 130 Maple Ave, Red Bank, New Jersey, United States.” Source: company website · checked Sep 5, 2026
13	Roundangle Advisors LLCIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	2
	“RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial…” Source: company website · checked Sep 5, 2026
14	H&s TAX And Wealth Advisors, LLCPartial evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	2
	“The foundation of H&S Tax and Wealth Advisors is to “Bridge That Gap Between Your CPA and Wealth Manager”, providing the expertise, time and guidance that all clients deserve.” Source: company website · checked Sep 5, 2026
15	Epic Wealth Management, LLCIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	11-50	2
	“Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy.” Source: company website · checked Sep 5, 2026
16	Pick & Roll Wealth ManagementIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	1
	“Pick & Roll Wealth Management is operated by Gregory A.” Source: company website · checked Sep 5, 2026
17	Liberty Wealth SolutionsIndirect evidence	Red Bank, NJ, United StatesHQ checked Sep 5, 2026	1-10	1
	“After spending many decades working at multi billion dollar brokerage and banking institutions, we decided to establish our own firm which we call Liberty Wealth Solutions.” Source: company website · checked Sep 5, 2026

Showing 17 of 29 private client accounting firms based in Red Bank, United States

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Private client accounting firms based in Red Bank, 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

11-50

51-200

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 Red Bank, over 29 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 Red Bank, 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 Red Bank 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, 73 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 Red Bank, United States?

RevenueBase identified 29 private client accounting firms headquartered in Red Bank, 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?

The Curchin Group, headquartered in Red Bank, 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 73 verified decision-maker contacts tracked across these 29 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 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.