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Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in West Chester, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 33 companies tracked

RevenueBase identified 33 private client accounting firms headquartered in West Chester, United States as of September 2026 and tracks 188 professional contacts across them, including 93 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in West Chester, 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
33Companies
188Contacts tracked
93Verified emails
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The 20 largest private client accounting firms based in West Chester, United States

Ranked by team size
Top 20 of 33 private client accounting firms based in West Chester, 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
Fischer Cunnane & Associates LTDIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-5034

“We're Hiring!”

Source: company website · checked Sep 5, 2026
2
KEY Financial, INCIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-5032

“Financial Planning, Wealth Management and Portfolio Management is our business.”

Source: company website · checked Sep 5, 2026
3
FPAIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-5011

“The FPA Wealth Management Team provides advice that can change lives.”

Source: company website · checked Sep 5, 2026
4
Market Street Wealth ManagementIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-509

“Jeffrey Leppert, Kevin Holt, Mark Meloro, Troy Vogt, Matthew Eichert, John Prickett, Andrew Thrift, Nathan Daniel, and Richard Elias are registered representative of, and…”

Source: company website · checked Sep 5, 2026
5
Oakbourne AdvisorsIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-108

“Oakbourne Advisors is an independent advisory firm with two distinct divisions.”

Source: company website · checked Sep 5, 2026
6
Boylston Powers Trago, LLCPartial evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-108

“Boylston Powers Trago, LLC provides quality, personalized accounting and financial guidance to individuals, partnerships, corporations, estates, and trusts.”

Source: company website · checked Sep 5, 2026
7
Diversified TAX LLCIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-107

“At Diversified Tax, we pride ourselves on having everything you need under one roof so that you can have peace of mind.”

Source: company website · checked Sep 5, 2026
8
East Coast AdvisoryIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-505

“East Coast Advisory is a group of skilled professionals.”

Source: company website · checked Sep 5, 2026
9
Cooper EagleIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-105

“We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products.”

Source: company website · checked Sep 5, 2026
10
Maulo & Company, LTDIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202651-2004
Source: company website · checked Sep 5, 2026
11
Scheeler Financial GroupIndirect evidence
West Chester, OH, United StatesHQ checked Sep 5, 20261-104

“Scheeler Financial Group is an Independent and boutique investment firm.”

Source: company website · checked Sep 5, 2026
12
Vanweelden Retirement AdvisorsIndirect evidence
West Chester, OH, United StatesHQ checked Sep 5, 202611-503

“VanWeelden Financial Group is an independent, fee based, Financial Services firm, based in West Chester, Ohio.”

Source: company website · checked Sep 5, 2026
13
Schorn WealthIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 202611-503

“Schorn Wealth is a boutique, SEC-registered investment advisory firm with offices in Pennsylvania and Florida.”

Source: company website · checked Sep 5, 2026
14
Pellini Gold Cordes, LLCPartial evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-103

“Our firm provides a wide range of services to our business and individual clients.”

Source: company website · checked Sep 5, 2026
15
Choose StevensPartial evidence
West Chester, OH, United StatesHQ checked Sep 5, 202611-502

“From taxes and accounting to investments and insurance, we walk with you on the path toward financial elevation, making sure you understand every turn along the way.”

Source: company website · checked Sep 5, 2026
16
Eaglet Accounting, LLCPartial evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-102

“Eaglet Accounting delivers a blend of detailed bookkeeping, accounting, and visionary financial strategies, all while championing the individual story of your business.”

Source: company website · checked Sep 5, 2026
17
JAM CPAIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-102

“Jam CPA+ is a CPA firm focused on strategy and proactiveness.”

Source: company website · checked Sep 5, 2026
18
J.M. Bartholomew & COIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-101

“At J.M.”

Source: company website · checked Sep 5, 2026
19
Blackshire Wealth ManagementIndirect evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-101

“Blackshire Wealth Management helps high-income families simplify complex financial decisions.”

Source: company website · checked Sep 5, 2026
20
Santini FinancialPartial evidence
West Chester, PA, United StatesHQ checked Sep 5, 20261-101

“Through over 23 years of experience as a CPA, it has become clear to me how beneficial it is for clients to take an active role in their financial planning.”

Source: company website · checked Sep 5, 2026

Showing 20 of 33 private client accounting firms based in West Chester, United States

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Private client accounting firms based in West Chester, 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
20
11-50
12
51-200
1

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 West Chester, over 33 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 West Chester, 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 West Chester 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, 93 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 West Chester, United States?

RevenueBase identified 33 private client accounting firms headquartered in West Chester, 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?

Fischer Cunnane & Associates LTD, headquartered in West Chester, 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 93 verified decision-maker contacts tracked across these 33 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 33 private client accounting firms based in West Chester, United States. Start with a free account, no credit card.

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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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