Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Woodbury, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 43 companies tracked

RevenueBase identified 43 private client accounting firms headquartered in Woodbury, United States as of September 2026 and tracks 577 professional contacts across them, including 281 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Woodbury, 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

43Companies

577Contacts tracked

281Verified emails

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

Ranked by team size

Top 25 of 43 private client accounting firms based in Woodbury, 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	Reid Accountants AdvisorsIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	133
	“Reid Accountants + Advisors” is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services.” Source: company website · checked Sep 5, 2026
2	Gettry Marcus Cpa, P.CIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	71
	Source: company website · checked Sep 5, 2026
3	Perlson LLPStrong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	45
	“Founded in 1985, Perlson LLP today provides an elite client list with exceptional accounting, tax, and financial planning for businesses and their owners, individuals, and wealthy…” Source: company website · checked Sep 5, 2026
4	Shalik, Morris & Company, LLPPartial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	43
	“Shalik, Morris & Company is a progressive, full-service CPA firm offering a wide range of specialized services to a diverse clientele.” Source: company website · checked Sep 5, 2026
5	Kvlsm LLPPartial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	27
	“KVLSM LLP has grown to become a well-respected, mid-sized certified public accounting firm offering a full spectrum of accounting, auditing, and tax service.” Source: company website · checked Sep 5, 2026
6	Ives Sultan & Spike Cpas PllcIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	23
	“At Ives, Sultan & Spike our experience in a wide array of industries allows us to offer the finest and most diverse advice available.” Source: company website · checked Sep 5, 2026
7	Innovative Planning GroupIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	22
	“We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax…” Source: company website · checked Sep 5, 2026
8	Ballast AdvisorsPartial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	10
	“Ballast Advisors is a fee-based financial planning firm that focuses on helping our clients achieve their financial and retirement goals.” Source: company website · checked Sep 5, 2026
9	Waypoint Wealth Group, LLCPartial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	9
	“The Waypoint Wealth Group tagline is “Guiding Your Financial Journey.” We aim to keep our clients on course as they navigate the financial aspects of their lives.” Source: company website · checked Sep 5, 2026
10	Harvey Altman And Company, Cpa, PCIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	8
	“Harvey Altman & Co.” Source: company website · checked Sep 5, 2026
11	Wild, Maney & Resnick, LLPIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	8
	Source: company website · checked Sep 5, 2026
12	Nelson TAX & AccountingPartial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	8
	“Why Nelson Tax & Accounting?” Source: company website · checked Sep 5, 2026
13	Carmen Pearl Goodman Goldsmith Cpa'sStrong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	7
	“Carmen & Pearl is a Certified Public Accounting firm providing a full range of services to a diversified clientele.” Source: company website · checked Sep 5, 2026
14	Equinox Financial PartnersPartial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	7
	“Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Source: company website · checked Sep 5, 2026
15	Weisberg, Mole', Krantz & Goldfarb LLPStrong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	5
	“Weisberg, Mole, Krantz & Goldfarb, LLP (WMK & G) is a certified public accounting (CPA) and consulting firm that has provided clients with a comprehensive range of business…” Source: company website · checked Sep 5, 2026
16	Charles Boudin & Company LLPIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	4
	Source: company website · checked Sep 5, 2026
17	The Legacy GroupPartial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	4
	“The Legacy Group New York is comprised of Personal Estate and Business Advisors who are dedicated to helping high net worth clients preserve their wealth and high earning…” Source: company website · checked Sep 5, 2026
18	Enspyre Wealth AdvisorsIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3
	“As the founder of Enspyre Wealth Advisors, I believe in hope and possibility, achieved pragmatically.” Source: company website · checked Sep 5, 2026
19	VIP Financial Associates, LLCIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3
	“VIP Financial Associates L.L.C.” Source: company website · checked Sep 5, 2026
20	Farber Blicht Eyerman & HerzogStrong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	3
	“Farber Blicht Eyerman & Herzog is a full service accounting, auditing, tax and advisory firm, yet to our clients, we are so much more.” Source: company website · checked Sep 5, 2026
21	TWO Rivers Wealth ManagementIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3
	“At Two Rivers Wealth Management our goal is to help individuals & businesses reach their financial goals.” Source: company website · checked Sep 5, 2026
22	Maniscalco CPAIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	1
	“Please call MANISCALCO CPA now at 516-827-1100 for quality Accountant services in Woodbury, NY.” Source: company website · checked Sep 5, 2026
23	Ballast TAX And Business ServicesIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	1
	“Call or email us today for a Free Consultation: 651.735.4488 When you work with Ballast Tax & Business Services, we will actively look for and recommend ways for you to minimize…” Source: company website · checked Sep 5, 2026
24	Reid Financial Management, LLCIndirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	1
	“Family offices can range from a few single-generation members of a wealthy family with common investment and philanthropic goals to multigenerational families with contrasting…” Source: company website · checked Sep 5, 2026
25	Sunberg Capital PartnersIndirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	1
	“Our mission is simple yet profound - to help you pursue financial success and security through informed decisions and optimized strategies.” Source: company website · checked Sep 5, 2026

Showing 25 of 43 private client accounting firms based in Woodbury, United States

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Private client accounting firms based in Woodbury, United States at a glance

As of Sep 5, 2026

11-50Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Woodbury, over 43 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 Woodbury, 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 Woodbury 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, 281 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 Woodbury, United States?

RevenueBase identified 43 private client accounting firms headquartered in Woodbury, 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?

Reid Accountants Advisors, headquartered in Woodbury, 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 281 verified decision-maker contacts tracked across these 43 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.