Company lists · Data refreshed September 2026

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

RevenueBase identified 31 company matches for private client accounting firms associated with Santa Rosa, United States as of September 2026 and tracks 237 professional contacts across them, including 78 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Santa Rosa has 31.

This list covers company matches for private client accounting firms associated with Santa Rosa, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built
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 company matches for private client accounting firms based in Santa Rosa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 202611-5052 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 202611-5024 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 202611-5021 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-105 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-103 contacts →

Exact match

“Invest Smarter, Live Happier!”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 202611-502 contacts →

Exact match

“Elliott CPA Group, Inc.”

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 5, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

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

See the full list, filter by size, metro and specialty, and access 78 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 5, 2026
32.9%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 5, 2026Page data 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 for Santa Rosa, 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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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
Company records associated with Santa Rosa, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 78 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private client accounting firms are there based in Santa Rosa, United States?

RevenueBase identified 31 company matches for private client accounting firms associated with Santa Rosa, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Linkenheimer LLP Cpas & Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Santa Rosa has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 78 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

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.