Company lists · Data refreshed September 2026
Top 25 Retirement plan accounting firms based in Portland, United States
RevenueBase identified 43 retirement plan accounting firms headquartered in Portland, United States as of September 2026 and tracks 1,223 professional contacts across them, including 652 with verified work emails. Across the United States, New York is the largest hub for this category (125 companies); Portland has 43.
This list covers retirement plan accounting firms headquartered in Portland, 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.
The 25 largest retirement plan accounting firms based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 410 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 257 contacts → | ||||
Partial evidence “Kindercare Learing Center is an Accounting company located in 650 NE Holladay St # 1400, Portland, Oregon, United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 160 contacts → | ||||
Partial evidence “We’re a Portland-based accounting firm with a 90+ year legacy, and we’re continuing to grow and evolve every day.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 90 contacts → | ||||
Indirect evidence “ARB guides organizations in the automotive, construction, manufacturing, and nonprofit sectors; closely held businesses; and family groups to make intelligent, sensible financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 25 contacts → | ||||
Indirect evidence “Isler Northwest LLC is a locally-owned firm of certified public accountants and business advisors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Partial evidence “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 25 contacts → | ||||
Indirect evidence “We started Pittman & Brooks because we believe that businesses need more than accountants, they need business consultants who are CPA-certified.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 22 contacts → | ||||
Strong evidence “Multnomah Group is an independent retirement plan consulting firm headquartered in Portland, OR.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Partial evidence “Kern & Thompson, LLC is a full service public accounting firm located in downtown Portland.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 17 contacts → | ||||
Partial evidence “Headquartered in Portland, Oregon and founded in 2020, American Fiduciary Services provides fiduciary, forensic accounting, insolvency, litigation, and anti-fraud business support…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Strong evidence “As the employer's Third Party Administrator (TPA) for their retirement plan, we perform all of the duties you would expect of a full service TPA: • Annual Administrative Reports •…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “Fellner & Kuhn has been serving clients since 1975.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Strong evidence “At Corvus Pension Actuaries, we specialize in retirement plan design and actuarial consulting for small businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Truepoint Analytics is a highly respected and experienced financial litigation support firm whose clients reside in multiple states with cases in numerous jurisdictions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “We're not just advisors - we're integral partners in our clients' businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Strong evidence “Guidance Point Retirement Services is an independent retirement plan consulting firm headquartered in Portland, ME.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “We have the experience to guide you in all accounting and finance matters, yet we are small enough to give you the undivided attention and care you deserve.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “We are a full service CPA firm serving clients in the Pacific Northwest and throughout the United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “Since 1997, Retirement Consulting Group has been devoted to high-caliber retirement plan consulting and personal wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: retirement plan 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 retirement plan accounting firms.
- Partial evidence
- Its own public description names part of retirement plan accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement plan 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 retirement plan accounting firms based in Portland, United States
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Retirement plan accounting firms based in Portland, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, 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 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 Portland, 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 Portland 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, 652 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.
Retirement plan accounting firms by metro in the United States
- Retirement plan accounting firms in New York125
- Retirement plan accounting firms in Houston97
- Retirement plan accounting firms in Atlanta65
- Retirement plan accounting firms in Chicago59
- Retirement plan accounting firms in Los Angeles48
- Retirement plan accounting firms in Dallas44
- Retirement plan accounting firms in San Diego44
- Retirement plan accounting firms in Miami36
- Retirement plan accounting firms in Denver32
- Retirement plan accounting firms in Pittsburgh30
- Retirement plan accounting firms in Austin29
- Retirement plan accounting firms in Birmingham29
- Retirement plan accounting firms in Phoenix29
- Retirement plan accounting firms in Irvine28
- Retirement plan accounting firms in San Francisco27
- Retirement plan accounting firms in Tampa25
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 Portland, United States?
RevenueBase identified 43 retirement plan accounting firms headquartered in Portland, 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?
Aldrich, headquartered in Portland, tops this list with the largest team on record.
Which city in the United States has the most retirement plan accounting firms?
New York leads the United States with 125 headquartered companies, followed by Houston (97) and Atlanta (65). Portland 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 652 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 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.
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