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Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Tempe, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 36 companies tracked

RevenueBase identified 36 private client accounting firms headquartered in Tempe, United States as of September 2026 and tracks 147 professional contacts across them, including 76 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Tempe, 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
36Companies
147Contacts tracked
76Verified emails
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The 25 largest private client accounting firms based in Tempe, United States

Ranked by team size
Top 25 of 36 private client accounting firms based in Tempe, 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
AJW Advisory Group, PLCIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 202611-5014

“Exciting News: We’ve Merged to Serve You Better!”

Source: company website · checked Sep 5, 2026
2
Wheelwright Manahan Family OfficeIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 202611-5012

“About Tom Tom Wheelwright, CPA, is the Founder, CEO and Creative force behind an international consortium of CPA firms specializing in wealth and tax strategies, including…”

Source: company website · checked Sep 5, 2026
3
Summit Financial SolutionsIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 202611-5010

“Summit Financial Solutions is headquartered in Tempe, Arizona, one of the sunniest cities in the nation and home to Arizona State University.”

Source: company website · checked Sep 5, 2026
4
L & B Cpas, PllcIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-108
Source: company website · checked Sep 5, 2026
5
Yaser ALI LAWPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-108

“We are a wealth planning law firm, specializing in advanced trusts, estates, and tax planning for high-net-worth clients.”

Source: company website · checked Sep 5, 2026
6
Snyder & Brown, Cpas, PllcPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-107

“We are a full service accounting firm offering a wide array of services including audit, tax, and other business consulting services for many industries, including tribes and…”

Source: company website · checked Sep 5, 2026
7
Momentum Financial PartnersIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-107

“Organize.”

Source: company website · checked Sep 5, 2026
8
Visibility CFO & TAX AdvisoryIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-107

“We empower healthcare entrepreneurs with the freedom to step away from the services chair and build the right team to help grow their practice while maintaining their desired…”

Source: company website · checked Sep 5, 2026
9
Legacy Wealth AllianceIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-106

“Most financial decisions are made in isolation.”

Source: company website · checked Sep 5, 2026
10
Optima Capital ManagementPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-105

“Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services…”

Source: company website · checked Sep 5, 2026
11
Harding Wealth INCIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-105

“Financial advisors and wealth management firms all say the same thing:"We help you achieve your goals","We take a comprehensive approach","We're a fiduciary advisor".”

Source: company website · checked Sep 5, 2026
12
Splaver & Splaver, Cpa, PLCPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-105

“Splaver & Splaver, CPA, PLC is a full service tax, accounting and business consulting firm located in Tempe, AZ.”

Source: company website · checked Sep 5, 2026
13
Accupro Advisors, LLCIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-104

“AccuPro Advisors is your Trusted Advisor.”

Source: company website · checked Sep 5, 2026
14
AA TAX Cpa, LLCPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-104

“AA Tax CPA, LLC is a full service accounting firm with offices in Phoenix and Tempe, Arizona.”

Source: company website · checked Sep 5, 2026
15
A F And P Cpas PllcPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-103

“Public accounting firm.”

Source: company website · checked Sep 5, 2026
16
KE Wealth AdvisorsPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“At Ke Wealth we help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.”

Source: company website · checked Sep 5, 2026
17
Modern Strategy InvestmentsIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.”

Source: company website · checked Sep 5, 2026
18
Haller Group, PLCPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“At Haller Group, PLC, we help our clients trim their tax liability by determining the most tax-efficient roadmap to achieve their financial goals.”

Source: company website · checked Sep 5, 2026
19
Clark Accounting & TAXPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 202611-502

“Clark Accounting & Tax is an accounting company based out of 501 E Plaza Circle, Litchfield Park, AZ, United States.”

Source: company website · checked Sep 5, 2026
20
The Boles PCPartial evidence
Tempe, United StatesHQ checked Sep 5, 20261-102

“Certified Public Accounting and Advisory Sevices”

Source: company website · checked Sep 5, 2026
21
Benjamin T Koeller Cpa, PllcPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“The office of Benjamin T Koeller CPA, PLLC consists of Certified Public Accountants, tax and business advisors, and bookkeepers who assist out clients in creating a significant…”

Source: company website · checked Sep 5, 2026
22
Acceler8 LLCPartial evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“Growth | Cashflow | Profitability | Tax | Accounting | Full Service CPA Acceler8 helps entrepreneurs and business owners realize their dreams and goals by creating business value…”

Source: company website · checked Sep 5, 2026
23
Graystone Partners Wealth ManagementIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-102

“If you’re not sure, you’re not alone.”

Source: company website · checked Sep 5, 2026
24
Modern Legacy AdvisorsIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-101

“We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.”

Source: company website · checked Sep 5, 2026
25
Tilton & Co. Cpas, P.CIndirect evidence
Tempe, AZ, United StatesHQ checked Sep 5, 20261-101

“Tilton & Co.”

Source: company website · checked Sep 5, 2026

Showing 25 of 36 private client accounting firms based in Tempe, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 76 reachable decision-makers.

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Private client accounting firms based in Tempe, 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
32
11-50
4

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 Tempe, over 36 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 Tempe, 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 Tempe 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, 76 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 Tempe, United States?

RevenueBase identified 36 private client accounting firms headquartered in Tempe, 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?

AJW Advisory Group, PLC, headquartered in Tempe, 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 76 verified decision-maker contacts tracked across these 36 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 36 private client accounting firms based in Tempe, 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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