Richey May & Co.
Richey May & Co. is a national advisory, accounting, and technology consulting firm specializing in regulated industries — Alternative Investments, Mortgage Banking, Real Estate, Construction, Media & Entertainment, and Family Office services — across 16 US and Cayman Islands offices, with proprietary BI platforms RM Analyze and RM Cyber cybersecurity.
- Company typePrivate
- Founded1985
- HeadquartersEnglewood, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Richey May & Co. does
Richey May & Co. is a national advisory, accounting, and technology consulting firm founded in 1985 and headquartered in Englewood, Colorado, operating through an alternative practice structure with Richey, May & Co., LLP providing attest services and RM Advisory LLC delivering tax and consulting services. The firm serves highly regulated industries — Alternative Investments (hedge, VC, PE, and digital asset funds from $1M to $44B), Mortgage Banking, Real Estate, Construction, Media & Entertainment, and Family Office/High-Net-Worth clients — across 16 office locations in Colorado, California, Maryland, North Carolina, Utah, Washington, and the Cayman Islands.
The firm's core offerings span Audit & Assurance (financial statement audits, SOC reporting, AML testing, employee benefit plan audits), Tax Services (planning, compliance, multi-state tax, taxpayer advocacy), Advisory Services (Risk & Compliance, Client Accounting Services, Business Management, Cybersecurity via the RM Cyber sub-brand), and Technology Solutions including proprietary platforms RM Analyze (BI dashboard platform integrating LOS, CRM, HRIS, and General Ledger systems for mortgage lenders), Peer View Ops (real-time peer benchmarking), and HMDA Market Share Analysis Dashboards. The technology layer represents a software-enabled differentiator on top of traditional professional services.
Revenue is generated primarily through professional services engagements (custom, quote-based pricing tied to service type, complexity, industry, and scope, typically multi-year contracts) with a recurring subscription component from the RM Analyze technology platform. The firm combines direct sales through regional offices, professional referrals from attorneys and investment advisors, industry events (Capital Education Series for alternative investments), and thought leadership content marketing. FY24 net revenue was $57.69 million per Inside Public Accounting, and the firm was named to Accounting Today's Top 100 and recognized as IPA's Fastest Growing Firm in 2019-2021, with aggressive M&A activity (5-firm merger in September 2025 and WKDW acquisition in February 2026) extending the national platform.
Richey May & Co. firmographics
Firmographics- Name
- Richey May & Co.
- Legal name
- Richey, May & Co., LLP
- Website
- https://richeymay.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Richey May & Co. is a national advisory, accounting, and technology consulting firm specializing in regulated industries — Alternative Investments, Mortgage Banking, Real Estate, Construction, Media & Entertainment, and Family Office services — across 16 US and Cayman Islands offices, with proprietary BI platforms RM Analyze and RM Cyber cybersecurity.
- Ownership category
- akta.pro rank
Richey May & Co. industry classification
Industry- Product category
- Professional Accounting & Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Services-Miscellaneous Business Services (7380)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industries
- Business Owner & Executive Financial Planning (FSAEAAAO), Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)
Keywords
Where Richey May & Co. is headquartered
LocationHeadquarters
- HQ city
- Englewood
- HQ country
- United States
- HQ region
- North America
Offices16 records
Markets served
Richey May & Co. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Audit & Assurance Services: Financial statement audits, reviews, and compilations; employee benefit plan audits; agreed-upon procedures for regulated industries including mortgage banking and alternative investments.
- Tax Services: Tax planning, compliance, and consulting services for businesses and individuals across federal, state, and local jurisdictions.
- Advisory & Consulting Services: Business advisory, risk & compliance, cybersecurity, business intelligence, and client accounting services for specialized industries.
- Technology Solutions: Business intelligence software (RM Analyze), peer benchmarking tools, and managed technology services for mortgage banking industry.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services engagement |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Richey May & Co. product offering
Product offeringCore offering
Richey May & Co. is an advisory, accounting, and technology consulting firm that delivers audit & assurance, tax planning and compliance, client accounting services, business management, risk & compliance, business intelligence, and cybersecurity services. It operates through Richey, May & Co., LLP (CPA firm providing attest services) and RM Advisory LLC (tax and consulting services), with deep specialization in mortgage banking, alternative investments, real estate, construction, media & entertainment, and family office clients.
Product overview
Richey May & Co. is an advisory, accounting, and technology consulting firm operating as an alternative practice structure with two entities: Richey, May & Co., LLP (licensed CPA firm providing attest services) and RM Advisory LLC (tax and business consulting services). The firm's core offerings are organized around professional services including Audit & Assurance, Tax & Planning, Client Accounting Services, Business Management, and Risk & Compliance. The technology portfolio includes RM Analyze (business intelligence platform for mortgage lenders) and its Peer View Ops add-on module for peer benchmarking, plus RM Cyber (cybersecurity sub-brand formerly Richey May Cyber). The firm also provides specialized industry services for Mortgage Banking, Alternative Investments, Construction, Real Estate, and Media & Entertainment sectors, along with Family Office Advisory for high-net-worth clients.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Serves funds in over 40 states plus Cayman Islands and British Virgin Islands
- +1 more outcomes
Companies that use Richey May & Co.
Customer profileNamed customers4 records
Segments7 records
Ideal customer profiles4 records
Richey May & Co. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature4 records
Richey May & Co. partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- RM Cyber (formerly Richey May Cyber)coreRichey May Cyber has rebranded as RM Cyber, operating as a specialized cybersecurity business unit within Richey May. The rebranded entity continues offering the same suite of services including advisory services, vCISO leadership, managed security, threat management, and incident response while maintaining collaboration with Richey May's advisory practices.
- BDO Alliance USAcoreRichey May is a member of the BDO Alliance USA, a national association of independently-owned professional services firms. This partnership provides access to additional resources, expertise, and capabilities to serve clients across the country.
- Hedge Fund AssociationcoreRichey May is a member of the Hedge Fund Association (HFA), an international not-for-profit industry trade organization devoted to advancing transparency, development and trust in alternative investments. HFA has global presence spanning five continents and over 14 countries.
- Cayman Islands Institute of Professional Accountants (CIIPA)coreRichey May's Cayman Islands office is registered with CIIPA, enabling the firm to conduct audits and provide services to pooled investment vehicles registered under CIMA Mutual Funds Law.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Richey May & Co. competitors and assessment
Company assessmentDirect peers
- Crowe LLP: Top 10 U.S. accounting and advisory firm with strong financial services and mortgage industry practices, serving regulated industries with audit, tax, and advisory services comparable to Richey May's offerings.
- Eide Bailly LLP: Top 20 U.S. CPA firm with deep mortgage banking, financial services, and construction industry practices; comparable in size, vertical mix, and regional concentration to Richey May.
- Baker Tilly US, LLP: Top 15 advisory, tax, and assurance firm with industry practices in real estate, construction, and financial services; broader portfolio but overlapping verticals with Richey May.
- Wipfli LLP: Top 20 U.S. accounting and advisory firm with vertical practices in financial services, real estate, and construction, plus a national footprint built through M&A similar to Richey May's strategy.
- Cherry Bekaert LLP: Top 25 CPA firm with industry-focused practices in real estate, construction, and government contracting, comparable in vertical specialization and mid-tier scale.
- Withum (formerly WithumSmith+Brown): Top 30 CPA firm with a nationally recognized mortgage banking practice and significant alternative investments and technology advisory offerings, similar in vertical depth.
- Marcum LLP: Top 15 U.S. accounting firm with one of the largest hedge fund and alternative investment practices nationally, plus construction and real estate groups — directly comparable to Richey May's core verticals.
- FORVIS (formerly Dixon Hughes Goodman): Top 10 CPA firm formed via merger, with strong mortgage banking, alternative investment, and financial services practices that mirror Richey May's vertical focus.
Broad incumbents
- Moss Adams LLP: Top 15 U.S. accounting and business advisory firm with industry practices in real estate, construction, and financial services; larger and more diversified but overlapping service lines.
- BDO USA, P.C. Top-tier global accounting network; Richey May is a member of BDO Alliance USA, providing resource access. BDO USA itself competes for larger engagements across Richey May's verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Richey May & Co. social profiles
Digital presenceRichey May & Co. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Richey May & Co. leadership team
Management profileNumber of profiles
Profiles16 records
Richey May & Co. subsidiaries and ownership
Company hierarchySubsidiaries7 records
Richey May & Co. funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Richey May & Co. M&A and investment
M&A and investmentM&A7 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Richey May & Co.
What does Richey May & Co. do?
Richey May & Co. is an advisory, accounting, and technology consulting firm that delivers audit & assurance, tax planning and compliance, client accounting services, business management, risk & compliance, business intelligence, and cybersecurity services. It operates through Richey, May & Co., LLP (CPA firm providing attest services) and RM Advisory LLC (tax and consulting services), with deep specialization in mortgage banking, alternative investments, real estate, construction, media & entertainment, and family office clients.
Is Richey May & Co. a public or private company?
Richey May & Co. is a private company. It is classified as management employee owned and is currently operating.
When was Richey May & Co. founded?
Richey May & Co. was founded in 1985. It employs 101 to 250 people.
Where is Richey May & Co. based?
Richey May & Co. is headquartered in Englewood, United States, in the North America region.
How does Richey May & Co. make money?
Four revenue lines are on record. Audit & Assurance Services are the primary driver. The others are tax Services, advisory & Consulting Services and technology Solutions.
Who are Richey May & Co.'s main competitors?
Direct peers on record are Crowe LLP, Eide Bailly LLP, Baker Tilly US, LLP, Wipfli LLP, Cherry Bekaert LLP, Withum (formerly WithumSmith+Brown), Marcum LLP and FORVIS (formerly Dixon Hughes Goodman). Broad incumbents are Moss Adams LLP and BDO USA, P.C..
Does Richey May & Co. have an API?
No public API is recorded for Richey May & Co..
What industry is Richey May & Co. in?
Richey May & Co.'s product category is Professional Accounting & Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 541211 and its SIC code is 7380.