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Company lists · Data refreshed September 2026

Top 19 Private client accounting firms based in Westport, United States

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

RevenueBase identified 25 private client accounting firms headquartered in Westport, United States as of September 2026 and tracks 220 professional contacts across them, including 154 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Westport, 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
220Contacts tracked
154Verified emails
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The 19 largest private client accounting firms based in Westport, United States

Ranked by team size
Top 19 of 25 private client accounting firms based in Westport, 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
Coastal Bridge AdvisorsPartial evidence
Westport, CT, United StatesHQ checked Sep 5, 202611-5056

“Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future.”

Source: company website · checked Sep 5, 2026
2
Trivium PointIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 202611-5037

“We work with people whose achievements have set a new floor-executive leaders and proven entrepreneurs-drawing them into more financial opportunity but also more risk and…”

Source: company website · checked Sep 5, 2026
3
Cedar Point Financial Services LLCPartial evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-1015

“Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.”

Source: company website · checked Sep 5, 2026
4
Gold Family WealthIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-1014

“We believe that protecting and building toward your wealth goals requires more than a casual "One-size-fits-all" product or a run of the mill plan.”

Source: company website · checked Sep 5, 2026
5
MJP Wealth AdvisorsIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 202611-5011

“MJP Wealth Advisors is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) dedicated to helping individuals, families, and businesses navigate…”

Source: company website · checked Sep 5, 2026
6
Mercer Global AdvisorsIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 2026501-1,00011

“Freedom to enjoy, freedom from anxiety, freedom to give back.”

Source: company website · checked Sep 5, 2026
7
RDM Financial Group At HightowerIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 202611-509

“RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City.”

Source: company website · checked Sep 5, 2026
8
Fernandes & Charest, P.CIndirect evidence
Westport, MA, United StatesHQ checked Sep 5, 20261-107
Source: company website · checked Sep 5, 2026
9
August Wealth AdvisorsIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-107

“We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you.”

Source: company website · checked Sep 5, 2026
10
Abramson & Company LLCPartial evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-106

“Certified Public Accountants Abramson & Company has found success from developing strong relationships with our clients, both business and individual clients.”

Source: company website · checked Sep 5, 2026
11
Richardstimko, P.CIndirect evidence
Westport, MA, United StatesHQ checked Sep 5, 20261-104

“The Certified Public Accountants at RichardsTimko, P.C.”

Source: company website · checked Sep 5, 2026
12
ClutionPartial evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-104

“cLution [suh-loo-shuhn] delivers comprehensive accounting and financial operations for your partnership, management company or family office – all custom tailored to your specific…”

Source: company website · checked Sep 5, 2026
13
Blueprint Financial Group LLCIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 202611-503

“We @ Blueprint Financial Group - you blueprint your personal plan to fund your retirement and any other financial obligations you may have.”

Source: company website · checked Sep 5, 2026
14
Westport TAX Advisors LLCPartial evidence
Westport, United StatesHQ checked Sep 5, 20261-102

“Westport Tax Advisors LLC provides complete individual tax planning and tax return preparation for both domestic and international clients.”

Source: company website · checked Sep 5, 2026
15
Greenhouse Wealth Management, LLCIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-102

“Greenhouse Wealth Management, LLC delivers highly customized and effective wealth management and financial planning strategies to individuals, families and businesses.”

Source: company website · checked Sep 5, 2026
16
Northeast Financial Consultants, INCIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-102
Source: company website · checked Sep 5, 2026
17
Newpointe WealthIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-101

“We work with executives, individuals and families helping to organize, build and preserve their wealth.”

Source: company website · checked Sep 5, 2026
18
Bernstein & Bernstein LLPPartial evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-101

“We are a small public accounting firm with an emphasis on personalized service.”

Source: company website · checked Sep 5, 2026
19
Stearns Wealth ManagementIndirect evidence
Westport, CT, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026

Showing 19 of 25 private client accounting firms based in Westport, United States

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Private client accounting firms based in Westport, 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
16
11-50
8
501-1,000
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 Westport, 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 Westport, 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 Westport 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, 154 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 Westport, United States?

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

Coastal Bridge Advisors, headquartered in Westport, 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 154 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.

Ready to reach these companies? Verified emails and direct dials for all 25 private client accounting firms based in Westport, United States. Start with a free account, no credit card.

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Related lists

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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.

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