Company lists · Data refreshed September 2026

Top 10 Private client accounting firms based in Stamford, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 29 companies tracked

RevenueBase identified 29 private client accounting firms headquartered in Stamford, United States as of September 2026 and tracks 748 professional contacts across them, including 357 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Stamford, 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

29Companies

748Contacts tracked

357Verified emails

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The 10 largest private client accounting firms based in Stamford, United States

Ranked by team size

Top 10 of 29 private client accounting firms based in Stamford, 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.
#	Company	Headquarters	Employees	Contacts
1	Steward PartnersIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	501-1,000	443
	“Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: company website · checked Sep 5, 2026
2	Asset Management Group, INCIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	n/a	32
	“Integrity, innovation and excellence since 1983.” Source: company website · checked Sep 5, 2026
3	Integra Global AdvisorsIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	11
	“Registered Investment Advisor” Source: company website · checked Sep 5, 2026
4	RZH AdvisorsIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	10
	“Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT.” Source: company website · checked Sep 5, 2026
5	Masotti & Masotti LLCIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	11-50	7
	“Founded in 1960 by Peter V.” Source: company website · checked Sep 5, 2026
6	Bregman & Company, P.CIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	5
	Source: company website · checked Sep 5, 2026
7	Holbrook Wealth AdvisorsIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	3
	“We specialize in providing customized financial plans for professionals and successful business owners and their families.” Source: company website · checked Sep 5, 2026
8	Ridgeview Asset Management PartnersIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	2
	“Ridgeview Asset Management Partners is a company based out of STAMFORD, CT, United States.” Source: company website · checked Sep 5, 2026
9	CIG Financial Services, INCIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	2
	“Financial Advice, Financial Planning and Investment Firm” Source: company website · checked Sep 5, 2026
10	Wealth Consultants, INCIndirect evidence	Stamford, CT, United StatesHQ checked Sep 5, 2026	1-10	1
	“Don Harmelin, Founder of Wealth Consultants, Inc, has devoted more than 30 years advising successful business owners, highly compensated executives and high net worth families.” Source: company website · checked Sep 5, 2026

Showing 10 of 29 private client accounting firms based in Stamford, United States

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Private client accounting firms based in Stamford, 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

11-50

51-200

501-1,000

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 Stamford, over 29 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 Stamford, 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 Stamford 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, 357 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 Stamford, United States?

RevenueBase identified 29 private client accounting firms headquartered in Stamford, 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?

Steward Partners, headquartered in Stamford, 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 357 verified decision-maker contacts tracked across these 29 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.