Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Westlake Village, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 45 companies tracked

RevenueBase identified 45 private client accounting firms headquartered in Westlake Village, United States as of September 2026 and tracks 232 professional contacts across them, including 110 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Westlake Village, 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

45Companies

232Contacts tracked

110Verified emails

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The 25 largest private client accounting firms based in Westlake Village, United States

Ranked by team size

Top 25 of 45 private client accounting firms based in Westlake Village, 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	Manchester FinancialIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	19
	“Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.” Source: company website · checked Sep 5, 2026
2	FMB Wealth ManagementIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	16
	“FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA.” Source: company website · checked Sep 5, 2026
3	Westlake Private Wealth ManagementPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	12
	“Westlake Private Wealth Management is a boutique, independent wealth advisory practice founded in 2012, with offices in Westlake Village, Santa Barbara, Woodland Hills, Pasadena…” Source: company website · checked Sep 5, 2026
4	Guglielmo Accounting, INCPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: company website · checked Sep 5, 2026
5	The LSC Group, LLPPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	11
	“Our firm offers a wide range of services to our individual and business clients.” Source: company website · checked Sep 5, 2026
6	Sparks & CompanyPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Sparks & Company is a boutique accounting and advisory firm located in Westlake Village, CA.” Source: company website · checked Sep 5, 2026
7	Orion CapitalPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals.” Source: company website · checked Sep 5, 2026
8	Lindsey & Lindsey Wealth ManagementIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	“At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals.” Source: company website · checked Sep 5, 2026
9	Foster, Griffith & Allen, INCIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	8
	“OUR STAFF includes ten certified public accountants, four bookkeepers and three administrative assistants.” Source: company website · checked Sep 5, 2026
10	Kenneth E. Devore & Associates, APCIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	11-50	7
	“Kenneth E.” Source: company website · checked Sep 5, 2026
11	Strategic Business Advisory & TAXIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“At Strategic Business Advisory & Tax, we go beyond the numbers.” Source: company website · checked Sep 5, 2026
12	Alteri WealthPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and Greater Los Angeles area…” Source: company website · checked Sep 5, 2026
13	Cedarstone AdvisorsIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	6
	“About Cedarstone Advisors Cedarstone Advisors is a fee-only investment advisor firm based in Westlake Village, CA.” Source: company website · checked Sep 5, 2026
14	Mark H. Weber, CPA An Accountancy CorporationIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“We work closely with high net worth individuals and their closely-held businesses.” Source: company website · checked Sep 5, 2026
15	Village Wealth AdvisorsIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	Source: company website · checked Sep 5, 2026
16	Fintax Advisors P.CIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	4
	Source: company website · checked Sep 5, 2026
17	Ascent Wealth ManagementIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“At Ascent Wealth Management it's about YOU!” Source: company website · checked Sep 5, 2026
18	Barmache And Alford LLPPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“We are a CPA firm experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real…” Source: company website · checked Sep 5, 2026
19	Orchard Family Office ServicesIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Orchard functions as a turn-key advisory solution providing custom family office services to high-net-worth individuals and families looking to leverage the resources and advisory…” Source: company website · checked Sep 5, 2026
20	Financial North PartnersIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.” Source: company website · checked Sep 5, 2026
21	Fridman & Associates, INCPartial evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	201-500	2
	“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: company website · checked Sep 5, 2026
22	Tignino & Lutz LLPIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Certified Public Accountants, serving Westlake Village, Thousand Oaks, Los Angeles and surrounding areas.” Source: company website · checked Sep 5, 2026
23	Nexus Wealth PartnersIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Bringing Clarity to Complex Financial Decisions \| Managing wealth shouldn't feel fragmented.” Source: company website · checked Sep 5, 2026
24	Bruno FinancialIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	2
	“Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person.” Source: company website · checked Sep 5, 2026
25	Whitewood & AssociatesIndirect evidence	Westlake Village, CA, United StatesHQ checked Sep 5, 2026	1-10	1
	Source: company website · checked Sep 5, 2026

Showing 25 of 45 private client accounting firms based in Westlake Village, United States

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Private client accounting firms based in Westlake Village, 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

201-500

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 Village, over 45 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 Village, 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 Village 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, 110 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 Village, United States?

RevenueBase identified 45 private client accounting firms headquartered in Westlake Village, 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?

Manchester Financial, headquartered in Westlake Village, 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 110 verified decision-maker contacts tracked across these 45 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.