Company lists · Data refreshed September 2026

Top 25 Retirement plan accounting firms based in the United States

RevenueBase identified 5,953 retirement plan accounting firms headquartered in the United States as of September 2026 and tracks 103,130 professional contacts across them, including 53,919 with verified work emails. New York is the largest hub.

This list covers retirement plan accounting firms headquartered in the 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 29, 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 29, 2026 86% judged on-target in blind review
5,953Companies
103,130Contacts tracked
53,919Verified emails
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The 25 largest retirement plan accounting firms based in the United States

Ranked by team size
Top 25 of 5,953 retirement plan accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceIndependence, OH, United StatesHQ checked Sep 29, 202610001+6,369 contacts →

Indirect evidence

“CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261,001-5,0004,199 contacts →

Indirect evidence

“EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceEnterprise, AL, United StatesHQ checked Sep 29, 20261,001-5,0002,102 contacts →

Partial evidence

“Carr, Riggs & Ingram (CRI) is a Top 25 nationally-ranked accounting and advisory firm driven by relationships to cultivate growth.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceTroy, MI, United StatesHQ checked Sep 29, 2026501-1,0001,323 contacts →

Partial evidence

“Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidencePittsford, NY, United StatesHQ checked Sep 29, 20261,001-5,0001,083 contacts →

Indirect evidence

“Founded in 1978 and led by active and engaged problem solvers, The Bonadio Group (TBG) brings a unique passion and approach to our work.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidencePalo Alto, CA, United StatesHQ checked Sep 29, 2026501-1,000893 contacts →

Indirect evidence

“Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 2026501-1,000877 contacts →

Partial evidence

“HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceTroy, MI, United StatesHQ checked Sep 29, 20261,001-5,000832 contacts →

Indirect evidence

“Doeren Mayhew is a nationally recognized CPA and advisory firm serving mid-sized, privately held businesses and nonprofit organizations alike since 1932.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceCanfield, OH, United StatesHQ checked Sep 29, 2026501-1,000641 contacts →

Indirect evidence

“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceCarmel, IN, United StatesHQ checked Sep 29, 2026201-500634 contacts →

Indirect evidence

“At Blue & Co.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 2026501-1,000619 contacts →

Partial evidence

“Novogradac is among the nation’s top 40 certified public accounting and consulting firms with more than 25 offices nationwide.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceSan Jose, CA, United StatesHQ checked Sep 29, 2026501-1,000493 contacts →

Partial evidence

“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 2026201-500487 contacts →

Partial evidence

“SingerLewak has a 60-year history of serving clients as one of the leading West Coast based public accounting firms; SingerLewak understands the needs of business owners and…”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceNew York, United StatesHQ checked Sep 29, 2026201-500467 contacts →

Partial evidence

“Prager Metis CPAs is an independent, full service, public accounting and consulting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceGlastonbury, CT, United StatesHQ checked Sep 29, 2026501-1,000453 contacts →

Strong evidence

“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 29, 2026201-500432 contacts →

Indirect evidence

“Haynie is a leading, full-service CPA firm.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 2026501-1,000413 contacts →

Partial evidence

“Smith + Howard is a tax, accounting, advisory, and consulting firm headquartered in Atlanta, with a global presence.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 2026201-500411 contacts →

Indirect evidence

“At HoganTaylor, our professional business advisors genuinely care about your business and have the expertise to help you solve your biggest challenges, so you can move forward…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidencePortland, OR, United StatesHQ checked Sep 29, 2026201-500410 contacts →

Indirect evidence

“For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceAlbuquerque, NM, United StatesHQ checked Sep 29, 2026201-500392 contacts →

Indirect evidence

“Since 1953, REDW Advisors & CPAs has been fully committed to the success of our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceMiami, FL, United StatesHQ checked Sep 29, 2026201-500361 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceBellevue, WA, United StatesHQ checked Sep 29, 2026201-500347 contacts →

Partial evidence

“Clark Nuber is an award-winning Certified Public Accounting firm located in the Seattle Metro Area.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceVienna, VA, United StatesHQ checked Sep 29, 2026201-500326 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceMadison, WI, United StatesHQ checked Sep 29, 2026201-500323 contacts →

Indirect evidence

“Listed below are the two entities that make up SVA, a highly diversified, independent professional services firm.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceGainesville, FL, United StatesHQ checked Sep 29, 2026201-500300 contacts →

Indirect evidence

“Service is the sole purpose of our existence.” -James “Jim” Moore We’ve lived by these words ever since our firm was founded in 1964.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 5,953 retirement plan accounting firms based in the United States

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Retirement plan accounting firms based in the United States at a glance

As of Sep 29, 2026
52.3%Verified-email coverage
17.3Average contacts per company
1-10Median size (employees)
2.1%Largest-city concentration · New York
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
3,270
11-50
2,094
51-200
469
201-500
52
501-1,000
17
1,001-5,000
16
5,001-10,000
4
10001+
7

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 5,953 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 retirement plan 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 the United States whose own description of what they do matches “retirement plan 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 retirement plan 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 retirement plan accounting firms, and records with no verified work email. Companies headquartered outside United States 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, 53,919 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 29, 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.

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 retirement plan 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 retirement plan accounting firms are there based in the United States?

RevenueBase identified 5,953 retirement plan accounting firms headquartered in the 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?

CBIZ, headquartered in Independence, tops this list with the largest team on record.

Which city has the most retirement plan accounting firms?

New York leads with 125 headquartered companies, followed by Houston (97) and Atlanta (65).

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 53,919 verified decision-maker contacts tracked across these 5,953 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 29, 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.