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Company lists · Data refreshed September 2026

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

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. New York is the largest hub.

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, 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
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. 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
Provident Financial ManagementPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202651-20072

“Provident Financial Management is a prominent business management firm specializing in providing high quality financial services to a diverse clientele.”

Source: company website · checked Sep 5, 2026
2
Gumbiner SavettIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202651-20019

“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: company website · checked Sep 5, 2026
3
SLK Private WealthPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-5013

“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: company website · checked Sep 5, 2026
4
Private Label Wealth ManagementPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-109

“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: company website · checked Sep 5, 2026
5
Cuong LE Cpa, INCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-108

“Our firm offers unique services and practical knowledge to health care professionals (especially dentists, ophthalmologists, optometrists and vetenerians), the entertainment…”

Source: company website · checked Sep 5, 2026
6
ONE Wealth Partners Financial & Insurance SolutionsIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-107

“The financial world can be overwhelming.”

Source: company website · checked Sep 5, 2026
7
Wellacre Global Wealth AdvisorsIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-104

“WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.”

Source: company website · checked Sep 5, 2026
8
Noir FinancialPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-103

“Noir Financial is a financial firm dedicated to serving our clients and business organizations in our local community and surrounding neighborhoods.”

Source: company website · checked Sep 5, 2026
9
Donner Legal Services, A PLCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-102

“Donner Legal Services, APLC, is the new face of a long running family business.”

Source: company website · checked Sep 5, 2026
10
Harbor Road Capital Management, LLCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-102

“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: company website · checked Sep 5, 2026
11
Eddy FinancialIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-102

“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: company website · checked Sep 5, 2026
12
Avery & Greig LLPPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-502

“Avery & Greig LLP is an accounting company based out of Santa Monica, California.”

Source: company website · checked Sep 5, 2026
13
Levy Lauter, LLPPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-102

“We are a Los Angeles based CPA firm that specializes in business advisory, tax compliance, and accounting services for all entities.”

Source: company website · checked Sep 5, 2026
14
Goodfriend & Jacobs, Cpas, P.CPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-501

“GOODFRIEND & JACOBS, CPAS, P.C is an accounting company based out of 1299 OCEAN AVE, Santa Monica, California, United States.”

Source: company website · checked Sep 5, 2026
15
Silicon Beach FinancialIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“We partner with people that want to shape their world.”

Source: company website · checked Sep 5, 2026
16
Clear Peak Accounting, PCPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“At Clear Peak Accounting, we are a team of Certified Public Accountants simplifying tax and accounting for businesses and individuals.”

Source: company website · checked Sep 5, 2026
17
Ocean Avenue Wealth ManagementIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.”

Source: company website · checked Sep 5, 2026

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
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
18
11-50
5
51-200
2

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 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 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 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.
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 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, 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

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 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 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.

Ready to reach these companies? Verified emails and direct dials for all 25 private client accounting firms based in Santa Monica, 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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