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Company lists · Data refreshed September 2026

Top 19 Private client accounting firms based in The Woodlands, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 41 companies tracked

RevenueBase identified 41 private client accounting firms headquartered in The Woodlands, United States as of September 2026 and tracks 243 professional contacts across them, including 103 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in The Woodlands, 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
41Companies
243Contacts tracked
103Verified emails
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The 19 largest private client accounting firms based in The Woodlands, United States

Ranked by team size
Top 19 of 41 private client accounting firms based in The Woodlands, 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
Avion Wealth, LLCPartial evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 202611-5025

“Avion Wealth is an independent, fee-only wealth management firm based in The Woodlands, Texas, serving clients nationwide.”

Source: company website · checked Sep 5, 2026
2
Allied WealthIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 202611-5019

“Finances are deeply personal-which is why we start by getting to know you.”

Source: company website · checked Sep 5, 2026
3
A Strong Cpa, LLCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 202611-5012

“We have proudly served our community since 2008 in the areas of tax planning, consulting, and compliance as well as audit and assurance services.”

Source: company website · checked Sep 5, 2026
4
Freese, Peralez & Associates, LLCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-1012

“Freese, Peralez & Associates, LLC (FPA) is a business-tax-focused CPA firm dedicated to helping growth-oriented companies navigate complex tax challenges with confidence.”

Source: company website · checked Sep 5, 2026
5
EndeavorIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-1010

“Endeavor Advisors is an independent, SEC-registered wealth management firm.”

Source: company website · checked Sep 5, 2026
6
Outlook Wealth AdvisorsIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-109

“Retirement means different things to different people.”

Source: company website · checked Sep 5, 2026
7
Ramdas AccountingPartial evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-109

“Ramdas Accounting is a Woodlands / Greater Houston Area based CPA firm specializing in tax preparation for individuals and businesses.”

Source: company website · checked Sep 5, 2026
8
The Wilson Firm, PllcIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-108

“The Wilson Firm, PLLC is a tax law firm focused on tax controversy, transactional matters & estate planning.”

Source: company website · checked Sep 5, 2026
9
Lomness CPA ServicesIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-107

“At Lomness CPA, we understand that you want to do everything the right way for your business and your personal tax and financial situation.”

Source: company website · checked Sep 5, 2026
10
Outlook Financial Group, LLCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-107

“At Outlook Financial Group, we believe your financial life is a journey, one filled with decisions, milestones, and opportunities.”

Source: company website · checked Sep 5, 2026
11
L&y TAX Advisors, LLCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 202611-507

“L&Y Business & Tax Advisors, LLC is a strategic tax and CFO advisory firm serving growth-minded business owners nationwide.”

Source: company website · checked Sep 5, 2026
12
Tailormade Wealth CounselIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-107

“TailorMade is a boutique wealth management firm.”

Source: company website · checked Sep 5, 2026
13
Brittany Lopez CPA PCPartial evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-105

“Boutique tax and accounting firm.”

Source: company website · checked Sep 5, 2026
14
Peirce Capital ManagementIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-105

“Peirce Capital Management, LLC is a wealth management firm based out of The Woodlands, TX.”

Source: company website · checked Sep 5, 2026
15
Emergy Group, INCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 202611-504
Source: company website · checked Sep 5, 2026
16
Cooksen WealthIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-103

“Cooksen Wealth is an independent, boutique financial advisory firm.”

Source: company website · checked Sep 5, 2026
17
White Wing Wealth Management, LLCIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-103

“White Wing Wealth Management, LLC is an independent firm providing comprehensive wealth management, financial planning, and investment advisory services.”

Source: company website · checked Sep 5, 2026
18
LeadalegacyIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-102

“Legacy Capital is a full-service financial advisory firm located in The Woodlands, Texas.”

Source: company website · checked Sep 5, 2026
19
Wealth SolutionsIndirect evidence
The Woodlands, TX, United StatesHQ checked Sep 5, 20261-101

“Founded by Richard Blair in 1994, Wealth Solutions Inc.”

Source: company website · checked Sep 5, 2026

Showing 19 of 41 private client accounting firms based in The Woodlands, United States

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Private client accounting firms based in The Woodlands, 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
9

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 The Woodlands, over 41 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 The Woodlands, 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 The Woodlands 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, 103 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 The Woodlands, United States?

RevenueBase identified 41 private client accounting firms headquartered in The Woodlands, 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?

Avion Wealth, LLC, headquartered in The Woodlands, 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 103 verified decision-maker contacts tracked across these 41 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 41 private client accounting firms based in The Woodlands, United States. Start with a free account, no credit card.

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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.

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