Company lists · Data refreshed September 2026

Top 11 Private client accounting firms based in Santa Rosa, United States

RevenueBase identified 31 private client accounting firms headquartered in Santa Rosa, United States as of September 2026 and tracks 237 professional contacts across them, including 78 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Santa Rosa, 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
31Companies
237Contacts tracked
78Verified emails
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The 11 largest private client accounting firms based in Santa Rosa, United States

Ranked by team size
Top 11 of 31 private client accounting firms based in Santa Rosa, 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
1Santa Rosa, CA, United StatesHQ checked Sep 5, 202611-5052

“Voted #1 Accounting Firm in the North Bay 2015-2025 by the readers of the North Bay Biz Magazine, along with Best Place to Work by the North Bay Business Journal for the last 13…”

Source: company website · checked Sep 5, 2026
2Santa Rosa, CA, United StatesHQ checked Sep 5, 202611-5024

“DBM is a full-service CPA firm located in Santa Rosa with clients in the wine, real estate, manufacturing, professional services, retail and not-for-profit industries.”

Source: company website · checked Sep 5, 2026
3Santa Rosa, CA, United StatesHQ checked Sep 5, 202611-5021

“Protected Investors of America (PIA) advisors focus on you.”

Source: company website · checked Sep 5, 2026
4
Wilkinson & Davis LLPIndirect evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-105

“With over 20 years of combined experience, Wilkinson & Davis LLP provides the resources and knowledge of a large firm with the individual approach and focus of a local firm.”

Source: company website · checked Sep 5, 2026
5
JDH WealthPartial evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-104

“Building trust, guiding investment behavior, and educating our clients is the essence of what we do.”

Source: company website · checked Sep 5, 2026
6
Maureen Weinstein, CPAPartial evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-104

“The Accounting Office of Maureen Weinstein, C.P.A.”

Source: company website · checked Sep 5, 2026
7Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-103

“Invest Smarter, Live Happier!”

Source: company website · checked Sep 5, 2026
8
Figueroa CPA INCPartial evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-103

“Figueroa CPA offers tax and accounting solutions for individuals and businesses.Contact us to see if Figueroa CPA is the right fit for you.”

Source: company website · checked Sep 5, 2026
9
Elliott CPA Group INCIndirect evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 202611-502

“Elliott CPA Group, Inc.”

Source: company website · checked Sep 5, 2026
10
LH Harris CPAIndirect evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-101

“For years, L H Harris CPA has been providing quality, personalized financial guidance to local individuals and businesses.”

Source: company website · checked Sep 5, 2026
11
BJL & Associates INCIndirect evidence
Santa Rosa, CA, United StatesHQ checked Sep 5, 20261-101

“At BJL, we understand that navigating the complexities of taxation can be overwhelming.”

Source: company website · checked Sep 5, 2026

Showing 11 of 31 private client accounting firms based in Santa Rosa, United States

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Private client accounting firms based in Santa Rosa, 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
24
11-50
6
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 Santa Rosa, over 31 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 Rosa, 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 Rosa 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, 78 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 Rosa, United States?

RevenueBase identified 31 private client accounting firms headquartered in Santa Rosa, 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?

Linkenheimer LLP Cpas & Advisors, headquartered in Santa Rosa, 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 78 verified decision-maker contacts tracked across these 31 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.