Company lists · Data refreshed September 2026

Top 25 Wealth management accounting firms based in the United States

Name: Wealth management accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 17,205 companies tracked

RevenueBase identified 17,205 wealth management accounting firms headquartered in the United States as of September 2026 and tracks 326,322 professional contacts across them, including 146,734 with verified work emails. New York is the largest hub.

This list covers wealth management 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

17,205Companies

326,322Contacts tracked

146,734Verified emails

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The 25 largest wealth management accounting firms based in the United States

Ranked by team size

Top 25 of 17,205 wealth management 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 wealth management 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	MAI Capital Management	Partial evidence	Cleveland, OH, United StatesHQ checked Sep 29, 2026	501-1,000	520 contacts →
	Partial evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 29, 2026
2	ATA	Partial evidence	Jackson, TN, United StatesHQ checked Sep 29, 2026	201-500	224 contacts →
	Partial evidence “ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business…” Source: RevenueBase Database · checked Sep 29, 2026
3	Central Trust	Partial evidence	Jefferson City, MO, United StatesHQ checked Sep 29, 2026	51-200	185 contacts →
	Partial evidence “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Source: RevenueBase Database · checked Sep 29, 2026
4	Ashford Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	171 contacts →
	Indirect evidence “We strive to build meaningful relationships with our clients and within our communities.” Source: RevenueBase Database · checked Sep 29, 2026
5	Duffy Kruspodin, LLP	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 29, 2026	201-500	156 contacts →
	Indirect evidence “Duffy Kruspodin, LLP is a Southern California CPA and advisory firm built on long-standing relationships, dependable guidance, and deep financial and business expertise.” Source: RevenueBase Database · checked Sep 29, 2026
6	Empirical Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	117 contacts →
	Indirect evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
7	Ancora Holdings Group	Strong evidence	Mayfield Heights, OH, United StatesHQ checked Sep 29, 2026	51-200	115 contacts →
	Strong evidence “Ancora Holdings Group LLC is a client focused investment management, wealth advisory and insurance agency firm that operates with the highest level of integrity and honesty in all…” Source: RevenueBase Database · checked Sep 29, 2026
8	Rudler,psc	Strong evidence	Fort Wright, KY, United StatesHQ checked Sep 29, 2026	51-200	73 contacts →
	Strong evidence “Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…” Source: RevenueBase Database · checked Sep 29, 2026
9	VESTA	Indirect evidence	Fond Du Lac, WI, United StatesHQ checked Sep 29, 2026	11-50	70 contacts →
	Indirect evidence “Vesta is a CPA-led, professional service firm where an inspired team places clients first.” Source: RevenueBase Database · checked Sep 29, 2026
10	Procyon	Indirect evidence	Shelton, CT, United StatesHQ checked Sep 29, 2026	51-200	69 contacts →
	Indirect evidence “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Source: RevenueBase Database · checked Sep 29, 2026
11	Ingalls & Snyder	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	68 contacts →
	Partial evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 29, 2026
12	Perfect Circle INC	Strong evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	51-200	59 contacts →
	Strong evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 29, 2026
13	Wall, Einhorn & Chernitzer, P.C	Partial evidence	Norfolk, VA, United StatesHQ checked Sep 29, 2026	51-200	57 contacts →
	Partial evidence “Established in 1989, WEC is one of the largest locally-owned public accounting firms headquartered in Hampton Roads, Virginia.” Source: RevenueBase Database · checked Sep 29, 2026
14	Sterling Financial Group	Indirect evidence	Sparta, NJ, United StatesHQ checked Sep 29, 2026	51-200	56 contacts →
	Indirect evidence “financial firm” Source: RevenueBase Database · checked Sep 29, 2026
15	Heritage Financial Services, LLC	Indirect evidence	Westwood, MA, United StatesHQ checked Sep 29, 2026	11-50	53 contacts →
	Indirect evidence “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Source: RevenueBase Database · checked Sep 29, 2026
16	Insight Accounting Group PC	Indirect evidence	Goshen, IN, United StatesHQ checked Sep 29, 2026	11-50	49 contacts →
	Indirect evidence “What is Insight?” Source: RevenueBase Database · checked Sep 29, 2026
17	Oliver, Rainey & Wojtek, LLP	Partial evidence	San Angelo, TX, United StatesHQ checked Sep 29, 2026	11-50	48 contacts →
	Partial evidence “Established in 1979, Oliver, Rainey, & Wojtek is a medium-sized, local professional accounting firm with locations in San Angelo and Burnet, Texas.” Source: RevenueBase Database · checked Sep 29, 2026
18	Drake & Associates, LLC	Strong evidence	Waukesha, WI, United StatesHQ checked Sep 29, 2026	11-50	48 contacts →
	Strong evidence “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Source: RevenueBase Database · checked Sep 29, 2026
19	The Accounting LAB	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 29, 2026	51-200	48 contacts →
	Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 29, 2026
20	L&m Wealth Management	Indirect evidence	Amherst, NY, United StatesHQ checked Sep 29, 2026	11-50	43 contacts →
	Indirect evidence “L&M specializes in financial planning and investment advice.” Source: RevenueBase Database · checked Sep 29, 2026
21	G & J Seiberlich & CO LLP	Partial evidence	Napa, CA, United StatesHQ checked Sep 29, 2026	11-50	38 contacts →
	Partial evidence “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Source: RevenueBase Database · checked Sep 29, 2026
22	Essex Financial	Indirect evidence	Essex, CT, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Indirect evidence “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Source: RevenueBase Database · checked Sep 29, 2026
23	360 Financial	Partial evidence	Wayzata, MN, United StatesHQ checked Sep 29, 2026	11-50	37 contacts →
	Partial evidence “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Source: RevenueBase Database · checked Sep 29, 2026
24	Magnuson, Mchugh, Dougherty, Cpas	Partial evidence	Coeur D'alene, ID, United StatesHQ checked Sep 29, 2026	11-50	35 contacts →
	Partial evidence “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Source: RevenueBase Database · checked Sep 29, 2026
25	Retirement & Wealth Strategies	Partial evidence	Farmington Hills, MI, United StatesHQ checked Sep 29, 2026	51-200	34 contacts →
	Partial evidence “Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Source: RevenueBase Database · checked Sep 29, 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: wealth management 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 wealth management accounting firms.
Partial evidence: Its own public description names part of wealth management accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management 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 17,205 wealth management accounting firms based in the United States

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Wealth management accounting firms based in the United States at a glance

As of Sep 29, 2026

45.0%Verified-email coverage

19.0Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

12,314

11-50

3,888

51-200

681

201-500

135

501-1,000

1,001-5,000

5,001-10,000

10001+

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 17,205 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 wealth management 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 “wealth management 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 wealth management 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 wealth management 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, 146,734 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.

Wealth management accounting firms by metro

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 wealth management 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 wealth management accounting firms are there based in the United States?

RevenueBase identified 17,205 wealth management 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?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most wealth management accounting firms?

New York leads with 428 headquartered companies, followed by Atlanta (224) and Houston (221).

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 146,734 verified decision-maker contacts tracked across these 17,205 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.