Company lists · Data refreshed September 2026

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

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. Across the United States, New York is the largest hub for this category (650 companies); San Francisco has 169.

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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202610001+676 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-200129 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-200117 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-200112 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20070 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20061 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
7Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20051 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5035 contacts →

Indirect evidence

“See website”

Source: RevenueBase Database · checked Sep 5, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5030 contacts →

Partial evidence

“San Francisco Financial District Certified Public Accounting Firm.”

Source: RevenueBase Database · checked Sep 5, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20029 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 5, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5022 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5021 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 5, 2026
13Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5020 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 5, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5019 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 20261-1019 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5018 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 20261-1017 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
18Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20017 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 5, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5016 contacts →

Indirect evidence

“Devereaux, Kuhner & Co.”

Source: RevenueBase Database · checked Sep 5, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5016 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
21Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5015 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
22Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 20261-1014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
23Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
24Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
25Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202611-5011 contacts →

Indirect evidence

“Your business fuels your wealth.”

Source: RevenueBase Database · checked Sep 5, 2026

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

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Private client accounting firms based in San Francisco, United States at a glance

As of Sep 5, 2026
42.5%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
Sep 5, 2026Page data 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 for San Francisco, 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 RevenueBase Smart Search 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 Smart Search, 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.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 its RevenueBase Smart Search 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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 in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). San Francisco has 169.

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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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 Smart Search, 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.