Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 86 companies tracked

RevenueBase identified 86 private client accounting firms headquartered in San Jose, United States as of September 2026 and tracks 1,194 professional contacts across them, including 634 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in San Jose, 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

86Companies

1,194Contacts tracked

634Verified emails

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

Ranked by team size

Top 25 of 86 private client accounting firms based in San Jose, 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	Sensiba LLPPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	501-1,000	493
	“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: company website · checked Sep 5, 2026
2	Pp&coIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	51-200	116
	“Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Source: company website · checked Sep 5, 2026
3	Wheeler Accountants LLPPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	58
	“The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…” Source: company website · checked Sep 5, 2026
4	Crawford Pimentel CorporationStrong evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	34
	“At Crawford Pimentel, we provide clients with order, availability, predictability and expertise by delivering professional accounting, tax and consulting services in accordance…” Source: company website · checked Sep 5, 2026
5	Weber And Company, INCIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	25
	Source: company website · checked Sep 5, 2026
6	Ramsbacher Prokey Leonard LLPIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	21
	“Ramsbacher Prokey Leonard LLP is a boutique law firm located in downtown San Jose, focusing on several complementary practice areas, including: estate planning, family wealth…” Source: company website · checked Sep 5, 2026
7	Christopher Huang Cpas, INCIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	21
	“Christopher Huang CPAs Inc.” Source: company website · checked Sep 5, 2026
8	Eckley Lombardi Glascott LLPStrong evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	14
	“Eckley Lombardi Glascott LLP services closely held (privately owned) entrepreneurial businesses, their owners and high net worth clients.” Source: company website · checked Sep 5, 2026
9	Mhtb Accountancy Group Of Silicon ValleyPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“MHTB Accountancy Group of Silicon Valley is a highly respected and recognized accountancy firm founded on the principal that its clients deserve the utmost in professional…” Source: company website · checked Sep 5, 2026
10	Rd's TAX Strategies, INCIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	12
	“Founded in 1975, RD's Tax Strategies, Inc.(formerly RD's Tax & Financial Strategies) is currently one of the largest tax preparation firms in Santa Clara County.” Source: company website · checked Sep 5, 2026
11	Robert LEE & Associates, LLPIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“You’re different.” Source: company website · checked Sep 5, 2026
12	Harris Private WealthPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your…” Source: company website · checked Sep 5, 2026
13	Spot On Consulting Group - Cpa'sPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“income tax preparation and consulting part time cfo / controller bookkeeping – accounting – finance Spot On Consulting Group, CPA's and Advisors, is committed to providing…” Source: company website · checked Sep 5, 2026
14	Wubbels & Duffy, Cpas, RllpPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Source: company website · checked Sep 5, 2026
15	Werba Rubin Papier Wealth Management LLCPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	10
	“WRP Wealth Management has been providing exceptional financial guidance for over three decades, tailored to clients with complex planning requirements.” Source: company website · checked Sep 5, 2026
16	Dunham Associates Cpas, INCStrong evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex.” Source: company website · checked Sep 5, 2026
17	Slade & CompanyPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Our mission is to help our clients make wise financial decisions for their future.” Source: company website · checked Sep 5, 2026
18	Koehler & Associates, Cpa's, INCPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	10
	“Koehler & Associates, its CPA's, staff and clients are a family.” Source: company website · checked Sep 5, 2026
19	Towne Advisory Services CorpIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	10
	Source: company website · checked Sep 5, 2026
20	Potentia WealthIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“When it comes to your family’s financial health, three things matter: your goals, your life stage, and your risk tolerance.” Source: company website · checked Sep 5, 2026
21	AMI Shah CPAIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	Source: company website · checked Sep 5, 2026
22	Shannon & Snyder CpasStrong evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“Shannon & Snyder, CPAs is a full-service accounting firm serving clients throughout the Bay Area.” Source: company website · checked Sep 5, 2026
23	Lattice Wealth Management Group INCPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“We are "the hub of the wheel" in the financial lives of about 100 clients.” Source: company website · checked Sep 5, 2026
24	Curran & Associates Cpas, P.CPartial evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Curran & Associates is a boutique accounting, tax, and business advisory service for those looking to level-up their financial picture.” Source: company website · checked Sep 5, 2026
25	Financial Journey PartnersIndirect evidence	San Jose, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Partners in Your Financial Journey® Wealth Managers based in San Jose, California.” Source: company website · checked Sep 5, 2026

Showing 25 of 86 private client accounting firms based in San Jose, United States

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Private client accounting firms based in San Jose, 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

201-500

501-1,000

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 San Jose, over 86 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 Jose, 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 Jose 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, 634 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 Jose, United States?

RevenueBase identified 86 private client accounting firms headquartered in San Jose, 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?

Sensiba LLP, headquartered in San Jose, 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 634 verified decision-maker contacts tracked across these 86 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.