Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Walnut Creek, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 53 companies tracked

RevenueBase identified 53 private client accounting firms headquartered in Walnut Creek, United States as of September 2026 and tracks 415 professional contacts across them, including 171 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Walnut Creek, 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

53Companies

415Contacts tracked

171Verified emails

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The 25 largest private client accounting firms based in Walnut Creek, United States

Ranked by team size

Top 25 of 53 private client accounting firms based in Walnut Creek, 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	Navolio & Tallman LLPStrong evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	51-200	61
	“Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Source: company website · checked Sep 5, 2026
2	Adero PartnersIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	51-200	25
	“We have been providing independent financial counsel to individuals and families from Silicon Valley to New York since Adero is driven to- Provide world-class investment results -…” Source: company website · checked Sep 5, 2026
3	Capital Advantage, INCIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	19
	“100% Fee Only \| Fiduciary Advisors \| Investment Management \| Financial Planning \| Celebrating 40+ Years in the East Bay Area!” Source: company website · checked Sep 5, 2026
4	Krutilla & AssociatesPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	18
	“K&A is a CPA firm based in Walnut Creek, CA specializing in tax consulting and compliance services for a variety of clients.” Source: company website · checked Sep 5, 2026
5	Bhlf LLPPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“BHLF is an innovative public accounting firm located in California, providing comprehensive tax and accounting services tailored specifically for the needs of businesses…” Source: company website · checked Sep 5, 2026
6	Morris & Boyle, An Alera Insurance AgencyIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Throughout our six decades in business, we have observed a common theme.” Source: company website · checked Sep 5, 2026
7	Muirwood Private WealthIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	9
	“Managing wealth can be complex.” Source: company website · checked Sep 5, 2026
8	Goldsteinenright Accountancy CorporationPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“Our firm offers a wide range of services to our individual and business clients.” Source: company website · checked Sep 5, 2026
9	Tys, LLPIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“Our customer is our central focus.” Source: company website · checked Sep 5, 2026
10	Element Wealth ManagementIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	“Element Wealth Management was founded with a simple philosophy; to bring the pieces of your financial life together by creating a plan that’s all about you.” Source: company website · checked Sep 5, 2026
11	Castle Rock Wealth Management, LLCPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth.” Source: company website · checked Sep 5, 2026
12	Laurus Financial Group LLCIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“Together, Laurus advisors draw from a collective 67 years of experience managing assets.” Source: company website · checked Sep 5, 2026
13	Ernst Wintter & Associates LLPPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	11-50	6
	“Ernst Wintter & Associates is an accounting firm with over 25 years of experience helping individuals and businesses with their tax and accounting needs.” Source: company website · checked Sep 5, 2026
14	Hanna Insurance Financial Solutions, INCIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“What makes Hanna Insurance + Financial Solutions different from other financial advisors?” Source: company website · checked Sep 5, 2026
15	True Wealth Advisory GroupIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“At True Wealth Advisory Group we have been partnering with families and individuals for over 28 years to help them make smart choices about their money and get what is truly…” Source: company website · checked Sep 5, 2026
16	Elsberg & Garrett, LLPPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“At Elsberg & Garrett, LLP, we specialize in advising closely held business entities, but we offer all clients the security of a long-term financial partnership.” Source: company website · checked Sep 5, 2026
17	Unalp CPA Group, INCPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“Unalp offers outsourced accounting, bookkeeping, and tax preparation services to growing nonprofits, healthcare organizations, and medical and dental practices.” Source: company website · checked Sep 5, 2026
18	Green CPA FirmPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“Exceptional tax and accounting services for individuals and small businesses.” Source: company website · checked Sep 5, 2026
19	Lafayette Square Financial AdvisorsIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Lafayette Square, we are your coach, planner, and guide for the biggest financial decisions of your life-both at home and with your business.” Source: company website · checked Sep 5, 2026
20	Boltwood Capital ManagementPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals…” Source: company website · checked Sep 5, 2026
21	Pacific Excel Wealth AdvisorsIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“Pacific Excel is an independent financial planning and investment advisory firm, founded in 2011.” Source: company website · checked Sep 5, 2026
22	JOE Wu, CPAPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	“I am a licensed CPA with experience working at EY (Ernst & Young), one of the Big Four public accounting firms with over 700 locations around the world.” Source: company website · checked Sep 5, 2026
23	Omega Investment ManagementPartial evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“OMEGA Investment Management offers fair and objective retirement planning counsel to clients.” Source: company website · checked Sep 5, 2026
24	Pyxis FinancialIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Pyxis Financial helps entrepreneurs develop and implement the necessary tools for small business with special emphasis given to entity structure, tax planning, and asset…” Source: company website · checked Sep 5, 2026
25	Wright Wealth ManagementIndirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“When you think about wealth management, you think of assets, investments, retirement, and routine financial matters, right?” Source: company website · checked Sep 5, 2026

Showing 25 of 53 private client accounting firms based in Walnut Creek, United States

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Private client accounting firms based in Walnut Creek, 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

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 Walnut Creek, over 53 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 Walnut Creek, 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 Walnut Creek 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, 171 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 Walnut Creek, United States?

RevenueBase identified 53 private client accounting firms headquartered in Walnut Creek, 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?

Navolio & Tallman LLP, headquartered in Walnut Creek, 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 171 verified decision-maker contacts tracked across these 53 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.