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Company lists · Data refreshed September 2026

Top 18 Private client accounting firms based in San Mateo, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 32 companies tracked

RevenueBase identified 32 private client accounting firms headquartered in San Mateo, United States as of September 2026 and tracks 206 professional contacts across them, including 58 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in San Mateo, 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
32Companies
206Contacts tracked
58Verified emails
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The 18 largest private client accounting firms based in San Mateo, United States

Ranked by team size
Top 18 of 32 private client accounting firms based in San Mateo, 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
CG Uhlenberg LLPIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-5022

“CGU provides tax compliance services to individuals, corporations, estates, trusts, limited liability companies, and partnerships.”

Source: company website · checked Sep 5, 2026
2
HK & CompanyPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-5020

“HK & Company is a full service accounting firm in San Francisco bay area dedicated to the needs of individuals, small and medium sized businesses.”

Source: company website · checked Sep 5, 2026
3
Maemura & Co., Cpas LLPIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-1016

“Your success sets the standard of our services.”

Source: company website · checked Sep 5, 2026
4
Fong, KO & Associates LLPPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-5010

“FONG, KO & ASSOCIATES LLP is an accounting company based out of 1510 Fashion Island Blvd, San Mateo, California, United States.”

Source: company website · checked Sep 5, 2026
5
Galligan, Thompson & Flocas, LLPStrong evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-509

“Galligan, Thompson & Flocas LLP is a full-service accounting firm serving clients throughout the San Mateo, California area, dedicated to providing our clients with professional…”

Source: company website · checked Sep 5, 2026
6
Polly, Scatena, Vasheresse & Sater CPAPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-507

“At PSVS our team of financial experts share the goal of bringing you the highest-quality accounting services in a timely manner.”

Source: company website · checked Sep 5, 2026
7
Wuhoover & Co., LLPIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-507

“Our professional team at WuHoover & Co.”

Source: company website · checked Sep 5, 2026
8
Brickley Wealth ManagementIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-106

“At Brickley Wealth Management, we believe that lasting financial success starts with personalized, strategic planning.”

Source: company website · checked Sep 5, 2026
9
Dragon TAX & ManagementIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202651-2006

“We are the premier full service tax and management firm in California's Bay Area.”

Source: company website · checked Sep 5, 2026
10
MOK Accountancy CorporationPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 202611-505

“We are a boutique accounting firm located in San Mateo who assists hundreds of companies and individuals in the Bay Area with their tax and financial needs.”

Source: company website · checked Sep 5, 2026
11
Catalyst Private WealthPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-104

“Catalyst Private Wealth is a Bay Area-based wealth manager and advisory firm that guides high net-worth individuals and families through every stage of the wealth cycle, from…”

Source: company website · checked Sep 5, 2026
12
Alliance Accounting, PCPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-104

“Alliance Accounting provides tax, bookkeeping, and business consulting services custom designed to fit the needs of both individuals and businesses.”

Source: company website · checked Sep 5, 2026
13
AMS Capital Management LLCIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-103

“Dedicated to your financial well-being.”

Source: company website · checked Sep 5, 2026
14
Demartini & CompanyIndirect evidence
San Mateo, United StatesHQ checked Sep 5, 20261-102

“DeMartini & Company, Inc.”

Source: company website · checked Sep 5, 2026
15
NEW Stage Investment GroupIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-101

“New Stage Investment Group® is an independent financial advisory firm serving San Francisco Bay Area professionals 50+ and early retirees.”

Source: company website · checked Sep 5, 2026
16
Hararah & AssociatesIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-101

“HARARAH & Associates was started to deliver exceptional tax consultation, preparation, and representation for individuals and closely-held business entities.”

Source: company website · checked Sep 5, 2026
17
Caplan & Wong Cpas, LLPPartial evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-101

“Established in 1991, Caplan & Wong CPAs, LLP is a Foster City-based full-service accounting firm that specializes in a wide range of taxation, financial and business services.”

Source: company website · checked Sep 5, 2026
18
Sunshine PRO Accounting & TAXIndirect evidence
San Mateo, CA, United StatesHQ checked Sep 5, 20261-101

“If you are looking for a blend of personal service and expertise, you have come to the right place!”

Source: company website · checked Sep 5, 2026

Showing 18 of 32 private client accounting firms based in San Mateo, United States

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Private client accounting firms based in San Mateo, 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
20
11-50
11
51-200
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 Mateo, over 32 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 Mateo, 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 Mateo 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, 58 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 Mateo, United States?

RevenueBase identified 32 private client accounting firms headquartered in San Mateo, 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?

CG Uhlenberg LLP, headquartered in San Mateo, 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 58 verified decision-maker contacts tracked across these 32 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 32 private client accounting firms based in San Mateo, United States. Start with a free account, no credit card.

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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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