Company lists · Data refreshed September 2026

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

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

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. Across the United States, New York is the largest hub for this category (650 companies); San Mateo has 32.

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, 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

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. 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	CG Uhlenberg LLP	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	22 contacts →
	Indirect evidence “CGU provides tax compliance services to individuals, corporations, estates, trusts, limited liability companies, and partnerships.” Source: RevenueBase Database · checked Sep 5, 2026
2	HK & Company	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	20 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
3	Maemura & Co., Cpas LLP	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	16 contacts →
	Indirect evidence “Your success sets the standard of our services.” Source: RevenueBase Database · checked Sep 5, 2026
4	Fong, KO & Associates LLP	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Partial evidence “FONG, KO & ASSOCIATES LLP is an accounting company based out of 1510 Fashion Island Blvd, San Mateo, California, United States.” Source: RevenueBase Database · checked Sep 5, 2026
5	Galligan, Thompson & Flocas, LLP	Strong evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	9 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 5, 2026
6	Polly, Scatena, Vasheresse & Sater CPA	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Partial evidence “At PSVS our team of financial experts share the goal of bringing you the highest-quality accounting services in a timely manner.” Source: RevenueBase Database · checked Sep 5, 2026
7	Wuhoover & Co., LLP	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence “Our professional team at WuHoover & Co.” Source: RevenueBase Database · checked Sep 5, 2026
8	Brickley Wealth Management	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “At Brickley Wealth Management, we believe that lasting financial success starts with personalized, strategic planning.” Source: RevenueBase Database · checked Sep 5, 2026
9	Dragon TAX & Management	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	51-200	6 contacts →
	Indirect evidence “We are the premier full service tax and management firm in California's Bay Area.” Source: RevenueBase Database · checked Sep 5, 2026
10	MOK Accountancy Corporation	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	11-50	5 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
11	Catalyst Private Wealth	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
12	Alliance Accounting, PC	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “Alliance Accounting provides tax, bookkeeping, and business consulting services custom designed to fit the needs of both individuals and businesses.” Source: RevenueBase Database · checked Sep 5, 2026
13	AMS Capital Management LLC	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Dedicated to your financial well-being.” Source: RevenueBase Database · checked Sep 5, 2026
14	Demartini & Company	Indirect evidence	San Mateo, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “DeMartini & Company, Inc.” Source: RevenueBase Database · checked Sep 5, 2026
15	NEW Stage Investment Group	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “New Stage Investment Group® is an independent financial advisory firm serving San Francisco Bay Area professionals 50+ and early retirees.” Source: RevenueBase Database · checked Sep 5, 2026
16	Hararah & Associates	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “HARARAH & Associates was started to deliver exceptional tax consultation, preparation, and representation for individuals and closely-held business entities.” Source: RevenueBase Database · checked Sep 5, 2026
17	Caplan & Wong Cpas, LLP	Partial evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
18	Sunshine PRO Accounting & TAX	Indirect evidence	San Mateo, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “If you are looking for a blend of personal service and expertise, you have come to the right place!” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

28.2%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Mateo, 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 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 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.
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 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 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, 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

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 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 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 Mateo has 32.

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.

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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.