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Company lists · Data refreshed September 2026

Top 22 Private client accounting firms based in Winter Park, 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 Winter Park, United States as of September 2026 and tracks 292 professional contacts across them, including 160 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Winter Park, 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
292Contacts tracked
160Verified emails
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The 22 largest private client accounting firms based in Winter Park, United States

Ranked by team size
Top 22 of 33 private client accounting firms based in Winter Park, 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
Moss Krusick & AssociatesIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202651-20096

“MKA is a regional advisory firm with offices located in Winter Park, North Palm Beach, & Miami Lakes Florida.”

Source: company website · checked Sep 5, 2026
2
CFO Strategic PartnersIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-5037

“We are now Acclarity.”

Source: company website · checked Sep 5, 2026
3
Nelson Financial PlanningIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-5015

“At Nelson Financial Planning, we believe that financial peace of mind is not a luxury-it’s a necessity.”

Source: company website · checked Sep 5, 2026
4
Matthias Private WealthPartial evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-1014

“Matthias Private Wealth, LLC is a multi-family office providing investment advisory and comprehensive family office services in tax, financial planning, personal…”

Source: company website · checked Sep 5, 2026
5
Lyons Wealth ManagementPartial evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-5013

“Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial…”

Source: company website · checked Sep 5, 2026
6
Fortress Wealth GroupIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-5012

“We’re not your typical wealth management firm-and that’s by design.”

Source: company website · checked Sep 5, 2026
7
Poparad AdvisorsIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-5012

“At Poparad Advisors, we offer a smart and holistic approach to your tax and business planning needs.”

Source: company website · checked Sep 5, 2026
8
First Choice Wealth & RetirementIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-1010

“A holistic team-based approach to wealth management & retirement planning incorporating (through strategic partnerships) legal/estate planning, insurance and tax strategy to…”

Source: company website · checked Sep 5, 2026
9
Trivergent Trust CompanyIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-508

“Trivergent Trust Company provides investment management, trustee, and family office services to select high net worth families, trusts and related entities.”

Source: company website · checked Sep 5, 2026
10
Edwards Financial Services INCIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-108
Source: company website · checked Sep 5, 2026
11
Grafton Wealth AdvisorsIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-107

“Building and preserving legacy and multi-generational wealth in families takes hard work, commitment, experience and knowledge.”

Source: company website · checked Sep 5, 2026
12
Jreige Management GroupPartial evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-105

“At Jreige Management Group, we provide concierge accounting for business owners, families, entrepreneurs, and high-net-worth individuals who want clarity without complexity.”

Source: company website · checked Sep 5, 2026
13
CPA OrlandoIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-103

“We are your boots on the ground!”

Source: company website · checked Sep 5, 2026
14
Ferrell & Kelly, CpasPartial evidence
Winter Park, United StatesHQ checked Sep 5, 20261-103

“Ferrell & Kelly, CPAs is a growing tax service and accounting firm located in Winter Park, Florida.”

Source: company website · checked Sep 5, 2026
15
Lagatta & Co. TAX AdvisorsIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-103

“Boutique firm created to serve U.S.”

Source: company website · checked Sep 5, 2026
16
Cohn, Lopez & AssociatesPartial evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-102

“Accounting, Taxes, Benefits & Retirement Planning for Small Businesses and Individuals.”

Source: company website · checked Sep 5, 2026
17
Meeks CapitalIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-102

“Boutique Financial Planning and Investment Advisor working to help better the lives of others.”

Source: company website · checked Sep 5, 2026
18
F4 Wealth AdvisorsIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-102

“F4 Wealth Advisors is an independent wealth management and investment consulting firm with over 70 years of experience.”

Source: company website · checked Sep 5, 2026
19
BCR Cpas And AdvisorsPartial evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-102

“Regardless of the size of your business, you can trust the professional accounting services of Orlando-based CPA firm, BCR CPAs and Advisors.”

Source: company website · checked Sep 5, 2026
20
Sandhill Wealth ManagementIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 202611-501

“We all have goals when it comes to our finances.”

Source: company website · checked Sep 5, 2026
21
Blue Tree FinancialIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-101

“Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance.”

Source: company website · checked Sep 5, 2026
22
Kenneth J. Scott, P.AIndirect evidence
Winter Park, FL, United StatesHQ checked Sep 5, 20261-101

“Kenneth J.”

Source: company website · checked Sep 5, 2026

Showing 22 of 33 private client accounting firms based in Winter Park, United States

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Private client accounting firms based in Winter Park, 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
22
11-50
9
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 Winter Park, 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 Winter Park, 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 Winter Park 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, 160 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 Winter Park, United States?

RevenueBase identified 33 private client accounting firms headquartered in Winter Park, 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?

Moss Krusick & Associates, headquartered in Winter Park, 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 160 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 Winter Park, United States. Start with a free account, no credit card.

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Related lists

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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