Company lists · Data refreshed September 2026

Top 15 Private client accounting firms based in Wayne, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 25 companies tracked

RevenueBase identified 25 private client accounting firms headquartered in Wayne, United States as of September 2026 and tracks 149 professional contacts across them, including 73 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Wayne, 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

25Companies

149Contacts tracked

73Verified emails

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The 15 largest private client accounting firms based in Wayne, United States

Ranked by team size

Top 15 of 25 private client accounting firms based in Wayne, 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	Kathmere Capital ManagementStrong evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	24
	“We are a specialized team of Private Wealth Advisors who collectively serve as our client’s Personal CFO.” Source: company website · checked Sep 5, 2026
2	Fortis Family OfficeIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	13
	“Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century.” Source: company website · checked Sep 5, 2026
3	Wick Capital PartnersIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	12
	“Transforming Complexity into Clarity for Your Personal Wealth As an independent, fee-only advisory firm, we bring deep expertise, personalized service, and a collaborative mindset…” Source: company website · checked Sep 5, 2026
4	Beucler, Kelly & Irwin, LTDPartial evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Beucler, Kelly & Irwin, Ltd.(“BKI”) is a full service certified public accounting firm based in Wayne, PA.” Source: company website · checked Sep 5, 2026
5	Almanack Investment Partners, LLCIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors.” Source: company website · checked Sep 5, 2026
6	Clarity Financial Planning GroupStrong evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	1-10	5
	“As part of Northwestern Mutual's exclusive Private Client Group, Clarity Financial Planning Group provides comprehensive wealth management and financial planning strategies…” Source: company website · checked Sep 5, 2026
7	Magis Financial PartnersIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	5
	“MAGIS.pronounced "MAH-GIS".is a Latin adverb that means "better,""to do more,""to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we…” Source: company website · checked Sep 5, 2026
8	Dewitt Capital ManagementIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	1-10	4
	“The rules are changing; the old ways of investing may not be enough to help you get to and through retirement.” Source: company website · checked Sep 5, 2026
9	Reardon & Associates, LLCIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Since 1988, Reardon & Associates, LLC has specialized in providing legal advice and representation to individuals for estate planning, and to businesses for buy-sell agreements…” Source: company website · checked Sep 5, 2026
10	Estate Strategies INCPartial evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	1-10	3
	“At Estate Strategies Inc, a Holmes Group Company, our mission is to create, manage and sustain financial well-being, value, and security for our clients.” Source: company website · checked Sep 5, 2026
11	TAX And Forensic Accounting Solutions LLCPartial evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	1-10	2
	“I started Tax and Forensic Accounting Solutions (TFAS) so that I could build the kind of CPA firm I could be proud of.” Source: company website · checked Sep 5, 2026
12	Quinn & Quinn Certified Public AccountantsStrong evidence	Wayne, NJ, United StatesHQ checked Sep 5, 2026	1-10	2
	“Quinn & Quinn provides state-of-the-art, time is of the essence, personalized professional accounting and tax preparation services to a diversified client base consisting of…” Source: company website · checked Sep 5, 2026
13	FRS Advisors, Private Wealth TeamIndirect evidence	Wayne, PA, United StatesHQ checked Sep 5, 2026	11-50	1
	“FRS Advisors offers comprehensive investment management services to individuals and families.” Source: company website · checked Sep 5, 2026
14	Bespoke PlanningIndirect evidence	Wayne, MI, United StatesHQ checked Sep 5, 2026	1-10	1
	“At Bespoke Planning, we've reimagined the financial planning process.” Source: company website · checked Sep 5, 2026
15	Custom Pointe FinancialIndirect evidence	Wayne, NJ, United StatesHQ checked Sep 5, 2026	1-10	1
	“We provide thoughtful guidance for people who value stability, protection, and sustainable progress over unnecessary financial risk.” Source: company website · checked Sep 5, 2026

Showing 15 of 25 private client accounting firms based in Wayne, United States

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Private client accounting firms based in Wayne, 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

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 Wayne, over 25 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 Wayne, 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 Wayne 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, 73 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 Wayne, United States?

RevenueBase identified 25 private client accounting firms headquartered in Wayne, 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?

Kathmere Capital Management, headquartered in Wayne, 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 73 verified decision-maker contacts tracked across these 25 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.