Company lists · Data refreshed September 2026

Top 22 Private client accounting firms based in Winter Park, United States

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

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. Across the United States, New York is the largest hub for this category (650 companies); Winter Park has 33.

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, its RevenueBase Smart Search rating, 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 Smart Search, 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to private client accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Moss Krusick & Associates	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	51-200	96 contacts →
	Indirect evidence “MKA is a regional advisory firm with offices located in Winter Park, North Palm Beach, & Miami Lakes Florida.” Source: RevenueBase Database · checked Sep 5, 2026
2	CFO Strategic Partners	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	37 contacts →
	Indirect evidence “We are now Acclarity.” Source: RevenueBase Database · checked Sep 5, 2026
3	Nelson Financial Planning	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	15 contacts →
	Indirect evidence “At Nelson Financial Planning, we believe that financial peace of mind is not a luxury-it’s a necessity.” Source: RevenueBase Database · checked Sep 5, 2026
4	Matthias Private Wealth	Partial evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	14 contacts →
	Partial evidence “Matthias Private Wealth, LLC is a multi-family office providing investment advisory and comprehensive family office services in tax, financial planning, personal…” Source: RevenueBase Database · checked Sep 5, 2026
5	Lyons Wealth Management	Partial evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	13 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
6	Fortress Wealth Group	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “We’re not your typical wealth management firm-and that’s by design.” Source: RevenueBase Database · checked Sep 5, 2026
7	Poparad Advisors	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “At Poparad Advisors, we offer a smart and holistic approach to your tax and business planning needs.” Source: RevenueBase Database · checked Sep 5, 2026
8	First Choice Wealth & Retirement	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “A holistic team-based approach to wealth management & retirement planning incorporating (through strategic partnerships) legal/estate planning, insurance and tax strategy to…” Source: RevenueBase Database · checked Sep 5, 2026
9	Trivergent Trust Company	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Indirect evidence “Trivergent Trust Company provides investment management, trustee, and family office services to select high net worth families, trusts and related entities.” Source: RevenueBase Database · checked Sep 5, 2026
10	Edwards Financial Services INC	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
11	Grafton Wealth Advisors	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “Building and preserving legacy and multi-generational wealth in families takes hard work, commitment, experience and knowledge.” Source: RevenueBase Database · checked Sep 5, 2026
12	Jreige Management Group	Partial evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “At Jreige Management Group, we provide concierge accounting for business owners, families, entrepreneurs, and high-net-worth individuals who want clarity without complexity.” Source: RevenueBase Database · checked Sep 5, 2026
13	CPA Orlando	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “We are your boots on the ground!” Source: RevenueBase Database · checked Sep 5, 2026
14	Ferrell & Kelly, Cpas	Partial evidence	Winter Park, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Ferrell & Kelly, CPAs is a growing tax service and accounting firm located in Winter Park, Florida.” Source: RevenueBase Database · checked Sep 5, 2026
15	Lagatta & Co. TAX Advisors	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “Boutique firm created to serve U.S.” Source: RevenueBase Database · checked Sep 5, 2026
16	Cohn, Lopez & Associates	Partial evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Accounting, Taxes, Benefits & Retirement Planning for Small Businesses and Individuals.” Source: RevenueBase Database · checked Sep 5, 2026
17	Meeks Capital	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Boutique Financial Planning and Investment Advisor working to help better the lives of others.” Source: RevenueBase Database · checked Sep 5, 2026
18	F4 Wealth Advisors	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “F4 Wealth Advisors is an independent wealth management and investment consulting firm with over 70 years of experience.” Source: RevenueBase Database · checked Sep 5, 2026
19	BCR Cpas And Advisors	Partial evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Regardless of the size of your business, you can trust the professional accounting services of Orlando-based CPA firm, BCR CPAs and Advisors.” Source: RevenueBase Database · checked Sep 5, 2026
20	Sandhill Wealth Management	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	11-50	1 contacts →
	Indirect evidence “We all have goals when it comes to our finances.” Source: RevenueBase Database · checked Sep 5, 2026
21	Blue Tree Financial	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance.” Source: RevenueBase Database · checked Sep 5, 2026
22	Kenneth J. Scott, P.A	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Kenneth J.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

54.8%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Winter Park, 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 RevenueBase Smart Search 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 Smart Search, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names private client accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 its RevenueBase Smart Search 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names private client accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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 in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Winter Park has 33.

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.

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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 Smart Search, 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.