Company lists · Data refreshed September 2026

Top 17 Private client accounting firms based in Santa Monica, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 25 companies tracked

RevenueBase identified 25 private client accounting firms headquartered in Santa Monica, United States as of September 2026 and tracks 185 professional contacts across them, including 85 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Santa Monica has 25.

This list covers private client accounting firms headquartered in Santa Monica, 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

25Companies

185Contacts tracked

85Verified emails

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The 17 largest private client accounting firms based in Santa Monica, United States

Ranked by team size

Top 17 of 25 private client accounting firms based in Santa Monica, 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	Provident Financial Management	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	51-200	72 contacts →
	Partial evidence “Provident Financial Management is a prominent business management firm specializing in providing high quality financial services to a diverse clientele.” Source: RevenueBase Database · checked Sep 5, 2026
2	Gumbiner Savett	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	51-200	19 contacts →
	Indirect evidence “Gumbiner Savett’s Santa Monica office will be rebranded under the BPM name, joining the list of the Firm’s existing locations across California as well in Eugene, Oregon, and…” Source: RevenueBase Database · checked Sep 5, 2026
3	SLK Private Wealth	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Partial evidence “SLK Private Wealth is a uniquely positioned independent financial advisory firm dedicated to partnering with successful people to build a sound path forward for their financial…” Source: RevenueBase Database · checked Sep 5, 2026
4	Private Label Wealth Management	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Partial evidence “At Private Label Wealth Management, we specialize in customized wealth planning and are dedicated to helping you navigate the complexities of wealth management with a tailored…” Source: RevenueBase Database · checked Sep 5, 2026
5	Cuong LE Cpa, INC	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence “Our firm offers unique services and practical knowledge to health care professionals (especially dentists, ophthalmologists, optometrists and vetenerians), the entertainment…” Source: RevenueBase Database · checked Sep 5, 2026
6	ONE Wealth Partners Financial & Insurance Solutions	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 5, 2026
7	Wellacre Global Wealth Advisors	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.” Source: RevenueBase Database · checked Sep 5, 2026
8	Noir Financial	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Noir Financial is a financial firm dedicated to serving our clients and business organizations in our local community and surrounding neighborhoods.” Source: RevenueBase Database · checked Sep 5, 2026
9	Donner Legal Services, A PLC	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Donner Legal Services, APLC, is the new face of a long running family business.” Source: RevenueBase Database · checked Sep 5, 2026
10	Harbor Road Capital Management, LLC	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Harbor Road Capital Management LLC, a California based Registered Investment Advisor, founded in 2012, and Harbor Road Financial Services work closely with a select group of…” Source: RevenueBase Database · checked Sep 5, 2026
11	Eddy Financial	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience.” Source: RevenueBase Database · checked Sep 5, 2026
12	Avery & Greig LLP	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	11-50	2 contacts →
	Partial evidence “Avery & Greig LLP is an accounting company based out of Santa Monica, California.” Source: RevenueBase Database · checked Sep 5, 2026
13	Levy Lauter, LLP	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “We are a Los Angeles based CPA firm that specializes in business advisory, tax compliance, and accounting services for all entities.” Source: RevenueBase Database · checked Sep 5, 2026
14	Goodfriend & Jacobs, Cpas, P.C	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	11-50	1 contacts →
	Partial evidence “GOODFRIEND & JACOBS, CPAS, P.C is an accounting company based out of 1299 OCEAN AVE, Santa Monica, California, United States.” Source: RevenueBase Database · checked Sep 5, 2026
15	Silicon Beach Financial	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “We partner with people that want to shape their world.” Source: RevenueBase Database · checked Sep 5, 2026
16	Clear Peak Accounting, PC	Partial evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “At Clear Peak Accounting, we are a team of Certified Public Accountants simplifying tax and accounting for businesses and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
17	Ocean Avenue Wealth Management	Indirect evidence	Santa Monica, CA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.” 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 17 of 25 private client accounting firms based in Santa Monica, United States

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Private client accounting firms based in Santa Monica, United States at a glance

As of Sep 5, 2026

45.9%Verified-email coverage

7.4Average 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 Santa Monica, so it is reported there. Company counts and contact totals on this page are exact for Santa Monica, over 25 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 Santa Monica, 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 Santa Monica 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, 85 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 Santa Monica, United States?

RevenueBase identified 25 private client accounting firms headquartered in Santa Monica, 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?

Provident Financial Management, headquartered in Santa Monica, 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). Santa Monica has 25.

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 85 verified decision-maker contacts tracked across these 25 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.