Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Reston, United States

Name: Private client accounting firms based in Reston, 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 Reston, United States as of September 2026 and tracks 415 professional contacts across them, including 260 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Reston, 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

415Contacts tracked

260Verified emails

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The 20 largest private client accounting firms based in Reston, United States

Ranked by team size

Top 20 of 29 private client accounting firms based in Reston, 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	CST Group, Cpas, PCPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	51-200	76
	“CST Group is a certified public accounting firm serving Northern Virginia and the Washington, D.C.” Source: company website · checked Sep 5, 2026
2	Mason Investment Advisory Services, INCIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	51-200	72
	“Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families…” Source: company website · checked Sep 5, 2026
3	Acorn Financial ServicesIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	48
	“Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States.” Source: company website · checked Sep 5, 2026
4	Blueprint Financial GroupIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	51-200	44
	“The Blueprint Way: You’ve worked hard to accomplish everything you have in life, and your success has opened many doors and opportunities.” Source: company website · checked Sep 5, 2026
5	Millermusmar CpasStrong evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	38
	“MillerMusmar, CPA's provides top quality audits & reviews, business valuations, tax and accounting services to clients throughout the Washington Metropolitan area and beyond.” Source: company website · checked Sep 5, 2026
6	Goldklang Group Cpas, PCIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	32
	“Working Harder for Your Association with Unparalleled Expertise Goldklang Group CPAs, P.C.” Source: company website · checked Sep 5, 2026
7	Global Advisor GroupIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	28
	“Founded by industry veteran and CEO James T.” Source: company website · checked Sep 5, 2026
8	Chainwise CPA Crypto TAX & CPA FirmIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	16
	“Chainwise CPA delivers strategic tax planning, compliance, and IRS representation for crypto investors, founders, real estate investors, and high earners.” Source: company website · checked Sep 5, 2026
9	Clark & Associates, Inc. Financial SolutionsIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	11
	“Securities offered only by duly registered individuals through Madison Avenue Securities, LLC.(MAS), Member FINRA & SIPC.” Source: company website · checked Sep 5, 2026
10	Dynamic Capital PlanningPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	8
	“Dynamic Capital Planning is a leading financial planning firm that helps create financial peace of mind for our clients.” Source: company website · checked Sep 5, 2026
11	Preston Wealth Advisors, LLCIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	5
	“Preston Wealth Advisors is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors.” Source: company website · checked Sep 5, 2026
12	Forge Financial GroupIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	5
	“At Forge Financial, we craft flexible financial plans for busy people.” Source: company website · checked Sep 5, 2026
13	Buchanan Wealth ManagementIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	3
	“What does “wealth” look like to you?” Source: company website · checked Sep 5, 2026
14	Independent Financial PlanningIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Providing you the opportunity to align your financial life with your real life goals.” Source: company website · checked Sep 5, 2026
15	Polygon Advisory GroupPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	3
	“We are a CPA firm specializing in both cryptocurrency and traditional tax and accounting.” Source: company website · checked Sep 5, 2026
16	Bastion Wealth GroupPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Bastion Wealth Group helps clients navigate the accumulation, distribution, and eventual transfer of wealth, while protecting against potential financial threats along the way.” Source: company website · checked Sep 5, 2026
17	Wozny Capital AdvisorsIndirect evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Wozny Capital Advisors offers personalized concierge quality financial planning and investment management.” Source: company website · checked Sep 5, 2026
18	The Wise Investor GroupPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	11-50	2
	“Managing $3.9 billion (as of 1/30/26) with 25+ years of client service, we're your prosperity partners.” Source: company website · checked Sep 5, 2026
19	Management Concepts Cpas & ConsultantsStrong evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Management Concepts CPAs & Consultants is a leading accounting firm that provides a unique approach to its clients when it comes to being a trusted adviser.” Source: company website · checked Sep 5, 2026
20	Kaplan Wealth ManagementPartial evidence	Reston, VA, United StatesHQ checked Sep 5, 2026	1-10	1
	“Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their…” Source: company website · checked Sep 5, 2026

Showing 20 of 29 private client accounting firms based in Reston, United States

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Private client accounting firms based in Reston, 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 Reston, 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 Reston, 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 Reston 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, 260 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 Reston, United States?

RevenueBase identified 29 private client accounting firms headquartered in Reston, 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?

CST Group, Cpas, PC, headquartered in Reston, 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 260 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.