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Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Westlake, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 34 companies tracked

RevenueBase identified 34 private client accounting firms headquartered in Westlake, United States as of September 2026 and tracks 312 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 Westlake, 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
34Companies
312Contacts tracked
171Verified emails
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The 20 largest private client accounting firms based in Westlake, United States

Ranked by team size
Top 20 of 34 private client accounting firms based in Westlake, 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
Corrigan Krause Cpas And ConsultantsIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202651-20098

“Corrigan Krause is a mid-size CPA firm located in Westlake, Ohio, specializing in servicing closely-held businesses since 1989.”

Source: company website · checked Sep 5, 2026
2
JL Smith Holistic Wealth ManagementPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-5035

“JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else.”

Source: company website · checked Sep 5, 2026
3
Mcmanamon & Co. LLCPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-5022

“McManamon & Co, LLC is a full-service firm that delivers a commonsense approach to accounting, tax and business consulting services.”

Source: company website · checked Sep 5, 2026
4
Prosperity Capital AdvisorsIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202651-20021

“At Prosperity Capital Advisors, we provide more than just investments.”

Source: company website · checked Sep 5, 2026
5
Radachi & CompanyPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-5016

“Radachi & Company combines exceptional client service with high level tax, business, and financial advice.”

Source: company website · checked Sep 5, 2026
6
Neitzel, Luke & Salopek, INCIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-5014

“For years, Neitzel Luke & Salopek has been providing quality, personalized financial guidance to local individuals and businesses.”

Source: company website · checked Sep 5, 2026
7
Wealthplan PartnersIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-1014

“At WealthPlan Partners we are a fee-based financial planning team that believes it is our team’s responsibility to help you make the most of your income and assets.”

Source: company website · checked Sep 5, 2026
8
Ethos CPAStrong evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-109

“Ethos CPA provides comprehensive accounting and tax advising services to individual and corporate clients in Ohio.”

Source: company website · checked Sep 5, 2026
9
Balanced Wealth GroupPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-507

“Balanced Wealth Group helps clients balance freedom and responsibility by aligning their resources with their values.”

Source: company website · checked Sep 5, 2026
10
Cleveland Financial GroupIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-507

“Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture.”

Source: company website · checked Sep 5, 2026
11
Pinnacle AccountingPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-107

“At Pinnacle Accounting, we provide more than accounting services; we take on an active role in the financial management of your business.”

Source: company website · checked Sep 5, 2026
12
CKE Financial ServicesIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-106

“CKE Financial Services LLC is a group of experienced professionals dedicated to simplifying your planning to help you meet your personal financial goals.”

Source: company website · checked Sep 5, 2026
13
Furrer & Associates, INCIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-505
Source: company website · checked Sep 5, 2026
14
Marvin Wealth ManagementPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-104

“Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area.”

Source: company website · checked Sep 5, 2026
15
Turning Point WealthIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-103

“Financial Planning”

Source: company website · checked Sep 5, 2026
16
Michael Brady & Co., LLCIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-103

“Michael Brady & Co LLC has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years.”

Source: company website · checked Sep 5, 2026
17
River Financial GroupIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-102

“It takes more than a good investment to help you secure your financial future.”

Source: company website · checked Sep 5, 2026
18
Kristi M. Cline, Cpa, INCIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-102

“We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.”

Source: company website · checked Sep 5, 2026
19
Athletes FinancialIndirect evidence
Westlake, OH, United StatesHQ checked Sep 5, 202611-501

“World-Class, Specialized, Full-Service Financial Management.”

Source: company website · checked Sep 5, 2026
20
Defiant Services LLCPartial evidence
Westlake, OH, United StatesHQ checked Sep 5, 20261-101

“At Defiant Services, we are the pathfinder, compass, and shield for clients embracing their life planning journey.”

Source: company website · checked Sep 5, 2026

Showing 20 of 34 private client accounting firms based in Westlake, United States

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Private client accounting firms based in Westlake, 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
21
11-50
11
51-200
2

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 Westlake, over 34 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 Westlake, 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 Westlake 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 Westlake, United States?

RevenueBase identified 34 private client accounting firms headquartered in Westlake, 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?

Corrigan Krause Cpas And Consultants, headquartered in Westlake, 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 34 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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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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