Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 49 companies tracked

RevenueBase identified 49 private client accounting firms headquartered in Rockville, United States as of September 2026 and tracks 426 professional contacts across them, including 152 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Rockville, 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

49Companies

426Contacts tracked

152Verified emails

Unlock all 49 companies Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 49 private client accounting firms based in Rockville, 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	Quantum Financial AdvisorsIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	n/a	61
	“Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.” Source: company website · checked Sep 5, 2026
2	Financial Advantage AssociatesIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	29
	“Founded in 1997 by Jonathan Abbett, CLU, ChFC and John Gracyalny, CLU, ChFC, Financial Advantage Associates is an independently owned and operated financial advisory firm serving…” Source: company website · checked Sep 5, 2026
3	SOL Capital ManagementIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	21
	“Strategic.” Source: company website · checked Sep 5, 2026
4	Penan & Scott, P.CIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	17
	“The cornerstone of Penan & Scott, P.C.'s success in providing professional services emanates from our commitment to the entrepreneurial approach to business, and our ability to…” Source: company website · checked Sep 5, 2026
5	FSA Wealth PartnersPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	16
	“With more than four decades dedicated to managing money and providing financial advice, we have helped guide clients through all types of environments-the good times and bad.” Source: company website · checked Sep 5, 2026
6	SPC Financial, INCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	16
	“SPC Financial has joined AlphaCore Wealth Advisory combining deep tax-integrated experience with the personalized attention of a boutique firm and the strength of a national…” Source: company website · checked Sep 5, 2026
7	Business & Financial Solutions, INCPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	16
	“As strategists, business consultants, accountants, bookkeepers, tax preparers and experts, our job is to assist clients in maximizing profits.” Source: company website · checked Sep 5, 2026
8	Eaglestone TAX & Wealth AdvisorsPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	15
	“EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas.” Source: company website · checked Sep 5, 2026
9	Corporate CFO Services, LLCPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	10
	“Corporate CFO Services is one of the premier providers of Accounting and Business Advisory Services within the Mid-Atlantic region, whose primary goal is to provide your company…” Source: company website · checked Sep 5, 2026
10	Marinucci & Associates, LLCStrong evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	9
	“Marinucci & Associates, LLC is a full-service accounting firm serving clients throughout the Washington DC Metro area, dedicated to providing our clients with professional…” Source: company website · checked Sep 5, 2026
11	Clarkson David, CPAPartial evidence	Rockville, United StatesHQ checked Sep 5, 2026	1-10	9
	“Clarkson David, CPA is a full service accounting and consulting firm, providing a range of services across a spectrum of industries and interests.” Source: company website · checked Sep 5, 2026
12	Burt Wealth AdvisorsIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	9
	“For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets.” Source: company website · checked Sep 5, 2026
13	Doyle, Schultz & Bhatia Pllc DSBStrong evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	8
	“We bring over 75 years of combined tax & accounting experience to its clients.” Source: company website · checked Sep 5, 2026
14	MN Blum LLCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	8
	“Over the years, MN Blum has combined professional expertise with dedication to service.” Source: company website · checked Sep 5, 2026
15	Jacques Financial, LLCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	7
	“Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services…” Source: company website · checked Sep 5, 2026
16	Orisme & AssociatesIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	5
	“From 2007, we started by providing small to mid-size businesses with bookkeeping and tax preparation services.” Source: company website · checked Sep 5, 2026
17	Wealth Advisors Group, LLCPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	5
	“Wealth Advisors Group, LLC is a premier Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax…” Source: company website · checked Sep 5, 2026
18	Nbac Corp An Iventure Accounting Group CompanyIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	5
	“NBAC Corp is a unique international business advisory and boutique consulting firm that specializes in cross-border business and personal finance services for small-to-mid-size…” Source: company website · checked Sep 5, 2026
19	Accountability TAX ServicesPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	4
	“Tax Preparation · Accounting · Personal Tax Planning · Bookkeeping · Financial Accounting” Source: company website · checked Sep 5, 2026
20	Mylestone PlansIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	4
	“Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals.” Source: company website · checked Sep 5, 2026
21	Foxman Asset AdvisorsPartial evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	3
	“Foxman Asset Advisors thrive on helping individual and business clients reach their dreams and live them.” Source: company website · checked Sep 5, 2026
22	Potomac Wealth Advisors, LLCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	3
	“Thanks for stopping by!” Source: company website · checked Sep 5, 2026
23	Impact Capital, LLCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	1-10	2
	“Impact Capital provides wealth management and financial planning services.” Source: company website · checked Sep 5, 2026
24	Finacc PartnersIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	2
	“Finacc Partners is a team of Certified Public Accountants, Business Consultants and Financial Advisors.” Source: company website · checked Sep 5, 2026
25	James Magno, CPA LLCIndirect evidence	Rockville, MD, United StatesHQ checked Sep 5, 2026	11-50	2
	“Founded in 2014, James Magno, CPA LLC is a small firm based in Rockville, Maryland.” Source: company website · checked Sep 5, 2026

Showing 25 of 49 private client accounting firms based in Rockville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 152 reachable decision-makers.

Free signup · no credit card

See all 49 companies

Private client accounting firms based in Rockville, 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

1,001-5,000

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 Rockville, over 49 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 Rockville, 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 Rockville 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, 152 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 Rockville, United States?

RevenueBase identified 49 private client accounting firms headquartered in Rockville, 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?

Quantum Financial Advisors, headquartered in Rockville, 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 152 verified decision-maker contacts tracked across these 49 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 49 private client accounting firms based in Rockville, United States. Start with a free account, no credit card.

Get the full list

Related lists

Private client accounting firms by geography

Browse the directory

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.