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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in San Francisco, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 169 companies tracked

RevenueBase identified 169 private client accounting firms headquartered in San Francisco, United States as of September 2026 and tracks 2,094 professional contacts across them, including 890 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in San Francisco, 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
169Companies
2,094Contacts tracked
890Verified emails
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The 25 largest private client accounting firms based in San Francisco, United States

Ranked by team size
Top 25 of 169 private client accounting firms based in San Francisco, 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
Wells Fargo Private BankPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202610001+676

“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…”

Source: company website · checked Sep 5, 2026
2
Parallel Advisors, LLCIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-200129

“Parallel Advisors is a registered, independent wealth management firm.”

Source: company website · checked Sep 5, 2026
3
CompoundIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-200117

“Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.”

Source: company website · checked Sep 5, 2026
4
Hood & Strong LLPIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-200112

“At Hood & Strong, we understand the entrepreneurial spirit.”

Source: company website · checked Sep 5, 2026
5
SD MayerPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-20070

“SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.”

Source: company website · checked Sep 5, 2026
6
Lindquist, VON Husen & Joyce LLPIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-20061

“Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.”

Source: company website · checked Sep 5, 2026
7
Bakeravenue Wealth ManagementPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-20051

“Since 2004, BakerAvenue has guided clients through personal and professional transitions.”

Source: company website · checked Sep 5, 2026
8
Delagnes Mitchell & Linder LLPIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5035

“See website”

Source: company website · checked Sep 5, 2026
9
Golden Gate AssociatesPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5030

“San Francisco Financial District Certified Public Accounting Firm.”

Source: company website · checked Sep 5, 2026
10
C MPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-20029

“For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…”

Source: company website · checked Sep 5, 2026
11
Asam LLPStrong evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5022

“We are a San Francisco financial district accounting, tax, and consulting and advisory services firm serving both local and international clients since 1986.”

Source: company website · checked Sep 5, 2026
12
Syon CapitalIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5021

“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…”

Source: company website · checked Sep 5, 2026
13
CHU & WatersPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5020

“Chu & Waters is a full service accounting and advisory firm located in San Francisco providing financial statement audits, reviews, and compilations; employee benefit plan audits…”

Source: company website · checked Sep 5, 2026
14
Brio Financial GroupIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5019

“At Brio, financial planning feels like sitting with someone who truly gets you.”

Source: company website · checked Sep 5, 2026
15
The Advisory Group Of SAN Francisco, LLCIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 20261-1019

“Life-changing financial advice for Northern California business owners and leaders.”

Source: company website · checked Sep 5, 2026
16
UpriseIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5018

“Uprise is building the future of financial advisory and tax planning for small business owners.”

Source: company website · checked Sep 5, 2026
17
Chequers Financial ManagementIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 20261-1017

“Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.”

Source: company website · checked Sep 5, 2026
18
Cbiz SLDPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202651-20017

“Established in 1944, Shea Labagh Dobberstein (SLD), one of the longest-standing and most respected independent accounting firms in the San Francisco Bay Area, provides a full…”

Source: company website · checked Sep 5, 2026
19
Devereaux, Kuhner & Co. LLPIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5016

“Devereaux, Kuhner & Co.”

Source: company website · checked Sep 5, 2026
20
Twin Peaks Wealth AdvisorsIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5016

“We believe everyone can reach his or her goals through repeatable, intentional actions.”

Source: company website · checked Sep 5, 2026
21
Chek TAN And Company, LLPPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5015

“Chek Tan and Company, LLP is an accounting company based out of 309 4Th Ave, San Francisco, CA, United States.”

Source: company website · checked Sep 5, 2026
22
ONE Wealth AdvisorsPartial evidence
San Francisco, CA, United StatesHQ checked Sep 5, 20261-1014

“We pride ourselves on the deep relationships we build with our clients.”

Source: company website · checked Sep 5, 2026
23
LTA US AdvisorsIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5013

“In June 2015, LTA opened its first office in the US, located in San Francisco through the firm LTA US Advisors, Inc.”

Source: company website · checked Sep 5, 2026
24
Ayuda Financial ServicesIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5013

“Ayuda Financial Services is an investment banking company based out of 240 GOLDEN GATE AVE, San Francisco, California, United States.”

Source: company website · checked Sep 5, 2026
25
Intellectus Partners, LLCIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 5, 202611-5011

“Your business fuels your wealth.”

Source: company website · checked Sep 5, 2026

Showing 25 of 169 private client accounting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 890 reachable decision-makers.

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Private client accounting firms based in San Francisco, 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
115
11-50
40
51-200
11
201-500
2
10001+
1

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 San Francisco, over 169 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 San Francisco, 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 San Francisco 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, 890 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 San Francisco, United States?

RevenueBase identified 169 private client accounting firms headquartered in San Francisco, 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?

Wells Fargo Private Bank, headquartered in San Francisco, 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 890 verified decision-maker contacts tracked across these 169 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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Related lists

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.

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