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. Across the United States, New York is the largest hub for this category (650 companies); Woodbury has 43.

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, 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

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. 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	Reid Accountants Advisors	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	133 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
2	Gettry Marcus Cpa, P.C	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	71 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
3	Perlson LLP	Strong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	45 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 5, 2026
4	Shalik, Morris & Company, LLP	Partial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	51-200	43 contacts →
	Partial evidence “Shalik, Morris & Company is a progressive, full-service CPA firm offering a wide range of specialized services to a diverse clientele.” Source: RevenueBase Database · checked Sep 5, 2026
5	Kvlsm LLP	Partial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	27 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
6	Ives Sultan & Spike Cpas Pllc	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	23 contacts →
	Indirect evidence “At Ives, Sultan & Spike our experience in a wide array of industries allows us to offer the finest and most diverse advice available.” Source: RevenueBase Database · checked Sep 5, 2026
7	Innovative Planning Group	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	22 contacts →
	Indirect evidence “We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax…” Source: RevenueBase Database · checked Sep 5, 2026
8	Ballast Advisors	Partial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Partial evidence “Ballast Advisors is a fee-based financial planning firm that focuses on helping our clients achieve their financial and retirement goals.” Source: RevenueBase Database · checked Sep 5, 2026
9	Waypoint Wealth Group, LLC	Partial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	9 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
10	Harvey Altman And Company, Cpa, PC	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Indirect evidence “Harvey Altman & Co.” Source: RevenueBase Database · checked Sep 5, 2026
11	Wild, Maney & Resnick, LLP	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Nelson TAX & Accounting	Partial evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	11-50	8 contacts →
	Partial evidence “Why Nelson Tax & Accounting?” Source: RevenueBase Database · checked Sep 5, 2026
13	Carmen Pearl Goodman Goldsmith Cpa's	Strong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Strong evidence “Carmen & Pearl is a Certified Public Accounting firm providing a full range of services to a diversified clientele.” Source: RevenueBase Database · checked Sep 5, 2026
14	Equinox Financial Partners	Partial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.” Source: RevenueBase Database · checked Sep 5, 2026
15	Weisberg, Mole', Krantz & Goldfarb LLP	Strong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	5 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 5, 2026
16	Charles Boudin & Company LLP	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
17	The Legacy Group	Partial evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
18	Enspyre Wealth Advisors	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “As the founder of Enspyre Wealth Advisors, I believe in hope and possibility, achieved pragmatically.” Source: RevenueBase Database · checked Sep 5, 2026
19	VIP Financial Associates, LLC	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “VIP Financial Associates L.L.C.” Source: RevenueBase Database · checked Sep 5, 2026
20	Farber Blicht Eyerman & Herzog	Strong evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	11-50	3 contacts →
	Strong evidence “Farber Blicht Eyerman & Herzog is a full service accounting, auditing, tax and advisory firm, yet to our clients, we are so much more.” Source: RevenueBase Database · checked Sep 5, 2026
21	TWO Rivers Wealth Management	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “At Two Rivers Wealth Management our goal is to help individuals & businesses reach their financial goals.” Source: RevenueBase Database · checked Sep 5, 2026
22	Maniscalco CPA	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Please call MANISCALCO CPA now at 516-827-1100 for quality Accountant services in Woodbury, NY.” Source: RevenueBase Database · checked Sep 5, 2026
23	Ballast TAX And Business Services	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
24	Reid Financial Management, LLC	Indirect evidence	Woodbury, NY, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
25	Sunberg Capital Partners	Indirect evidence	Woodbury, MN, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Our mission is simple yet profound - to help you pursue financial success and security through informed decisions and optimized strategies.” 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 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

48.7%Verified-email coverage

13.4Average contacts per company

11-50Median 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 Woodbury, 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 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 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.
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 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 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, 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

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 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 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). Woodbury has 43.

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 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.