Company lists · Data refreshed September 2026

Top 22 Wealth management accounting firms based in Springfield, United States

RevenueBase identified 44 wealth management accounting firms headquartered in Springfield, United States as of September 2026 and tracks 934 professional contacts across them, including 237 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Springfield has 44.

This list covers wealth management accounting firms headquartered in Springfield, 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
44Companies
934Contacts tracked
237Verified emails
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The 22 largest wealth management accounting firms based in Springfield, United States

Ranked by team size
Top 22 of 44 wealth management accounting firms based in Springfield, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261,001-5,000749 contacts →

Indirect evidence

“BKD CPAs & Advisors is a top-tier CPA and advisory firm dedicated to helping people and businesses realize their goals.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSpringfield, MA, United StatesHQ checked Sep 29, 202611-5032 contacts →

Indirect evidence

“St.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceSpringfield, IL, United StatesHQ checked Sep 29, 202611-5018 contacts →

Partial evidence

“Managing wealth isn’t simply about acquiring assets.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceSpringfield, IL, United StatesHQ checked Sep 29, 20261-1012 contacts →

Strong evidence

“Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“Stone Financial provides the added value of combined wealth management, accounting, & tax advice to help you better understand and make the right decisions when it comes to your…”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceSpringfield, NJ, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Stop worrying about the Market.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceSpringfield, IL, United StatesHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“The Shunk Financial Group is a leading multi-generational wealth management firm whose mission is to help clients discover what’s possible.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceSpringfield, PA, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Our goal is to provide customized solutions for businesses and individuals.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceSpringfield, MO, United StatesHQ checked Sep 29, 202611-504 contacts →

Strong evidence

“The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSpringfield, IL, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“We are an independently owned financial consulting and management firm, singularly focused on creating sustainable financial solutions to address the personalized needs of our…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceSpringfield, MA, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We are a full-service, boutique financial services firm providing customized solutions to families, institutions, and multi-generational investors.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceSpringfield, IL, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“M.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSpringfield, OH, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSpringfield, OR, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Welcome to MBG Financial!”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSpringfield, TN, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Singleton Financial Services works with those who know retirement is coming, but they are in need of financial planning that can have a positive impact on their life today…”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceSpringfield, IL, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“LMZ Wealth Management of Wells Fargo Financial Network is a full-service Wealth Management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceSpringfield, IL, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Freedom Financial is a boutique style wealth advisory firm helping affluent individuals, families, business owners and successful professionals to create, protect and sustain…”

Source: RevenueBase Database · checked Sep 29, 2026
22Strong evidenceSpringfield, MO, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 22 of 44 wealth management accounting firms based in Springfield, United States

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Wealth management accounting firms based in Springfield, United States at a glance

As of Sep 29, 2026
25.4%Verified-email coverage
21.2Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
10
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Springfield, so it is reported there. Company counts and contact totals on this page are exact for Springfield, over 44 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 Springfield, 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 Springfield 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, 237 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 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 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 Springfield, United States?

RevenueBase identified 44 wealth management accounting firms headquartered in Springfield, 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?

BKD Cpas & Advisors, headquartered in Springfield, tops this list with the largest team on record.

Which city in the United States has the most wealth management accounting firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (224) and Houston (221). Springfield has 44.

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 237 verified decision-maker contacts tracked across these 44 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.