Porte Brown LLC

What Porte Brown LLC does

Porte Brown LLC is a full-service accounting and consulting firm headquartered in Elk Grove Village, Illinois, founded in 1945 and operating four Illinois offices (Elk Grove Village, Elgin, McHenry, Woodridge). The firm serves individuals, businesses, and nonprofit organizations across eight verticals — construction, healthcare, manufacturing and distribution, nonprofit, professional services, retail and food, transportation and logistics, and individuals/families — through 30+ partners and a staff of 101–250. Its service portfolio spans tax planning and preparation, audit and review, business valuation, retirement plan administration, estate and trust services, international and state/local tax, fraud and forensic accounting, cybersecurity consulting, transition planning, and Elevate365 outsourced accounting with cloud-based metrics and reporting dashboards. Wealth management is delivered as a sub-brand (Porte Brown Wealth Management) via a partnership with Cetera Wealth Services and Cetera Investment Advisers.

The firm monetizes primarily through professional services fees billed by engagement scope and complexity, supplemented by fee-based managed investment advisory revenue from the Cetera channel. Technology plays an enablement rather than product role: Porte Brown consults on and implements third-party platforms (QuickBooks, Avalara, Bill.com, BizNet, Nexonia, Workforce Go!, CCH Client Axcess) and operates a CCH-based client portal, with a new proprietary document workflow platform scheduled for January 2026 launch. It is a member of PrimeGlobal, an international association of independent accounting firms, providing cross-border capabilities without a captive international practice.

Porte Brown's go-to-market is enterprise/relationship-led rather than self-serve: partners own portfolios and deliver services directly, supported by content marketing, a weekly NewsBlog, webinars, earned media (Accounting Today, Inside Public Accounting), and award-driven brand visibility. It holds AICPA Peer Review Program membership, IRS e-File authorization, and SSL-secured communications. The firm is privately held under LLC structure with no parent company, no external investors, and ownership distributed among partners.

Name

Porte Brown LLC

Legal name

Porte Brown LLC

Website

https://portebrown.com

Company type

Private

Founded year

1945

Operating status

Operating

Headcount range

101–250 employees

Short description

Porte Brown LLC is a full-service accounting and consulting firm founded in 1945, headquartered in Elk Grove Village, Illinois, serving individuals, businesses, and nonprofits across eight verticals through four Illinois offices and 30+ partners. Revenue comes from engagement-based professional services fees and Cetera-affiliated wealth management.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax-Aware Investment Planning (FSAEAAAE)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Accounting services
• Tax planning services
• Audit and review
• Business valuation advisory
• Wealth management services

Headquarters

HQ city

Elk Grove Village

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting & Tax Services: Traditional professional services including tax planning and preparation, audit and review services, business valuations, and retirement plan administration. Revenue generated through professional service fees.
2. Consulting & Advisory Services: Strategic consulting and technology implementation services, transition planning, and business advisory services.
3. Wealth Management: Investment advisory services and securities offerings through Cetera Wealth Services, providing fee-based planning and investment management solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Porte Brown LLC is a full-service accounting and consulting firm that provides tax planning and preparation, audit and review, business valuation, retirement plan administration, outsourced accounting (Elevate365), and estate planning to businesses, individuals, and nonprofit organizations in the Chicago and Great Lakes region. The firm also delivers wealth management and investment advisory services through Cetera Wealth Services under the Porte Brown Wealth Management brand, integrated with its accounting and tax offerings.

Product overview

Porte Brown LLC is a full-service accounting and consulting firm that offers a comprehensive portfolio of professional services centered around accounting, tax, and advisory offerings. The firm's core services include tax planning and preparation, audit and review, business valuations, and retirement plan administration, complemented by strategic consulting utilizing cloud-based metrics and reporting dashboards. Key service lines include Elevate365 (outsourced accounting and advisory), Wealth Management, Cybersecurity Services, and specialized industry practices across construction, healthcare, manufacturing, and non-profit sectors. The firm also provides technology consulting through software integrations including QuickBooks, Avalara, Bill.com, and CCH Client Axcess Portal. The service architecture is organized as a unified full-service firm with specialized practice groups rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Brands

• Porte Brown Wealth Management: Wealth management services offered as part of the firm's comprehensive financial services

Products and services

• Tax Services Comprehensive tax planning and preparation services for individuals, businesses, and nonprofit organizations, including compliance and tax strategy across federal, state, and local jurisdictions.
• Audit & Review Services Financial statement audit and review engagements for businesses, nonprofits, and employee benefit plans, providing assurance over financial reporting.
• Business Valuation Advisory Services Professional business valuation services supporting mergers and acquisitions, succession planning, transition planning, and dispute resolution.
• Elevate365: Outsourced Accounting & Advisory Services Outsourced accounting and advisory engagement providing ongoing financial management, cloud-based metrics, and reporting dashboards for clients in cloud or non-cloud environments.
• Wealth Management (Porte Brown Wealth Management) Investment advisory and securities services offered through Cetera Wealth Services under the Porte Brown Wealth Management brand, integrated with the firm's accounting and tax planning.
• Estate Planning & Trust Services Estate planning, gift tax planning, and trust administration services for individuals and families, including wealth transfer and trust structuring.
• Retirement & Employee Benefit Plans Retirement plan administration and employee benefit plan audit and consulting services for plan sponsors.
• State & Local Tax Services State and local tax compliance, planning, and advisory services, including SALT matters for businesses and individuals.
• International Tax Services Tax planning and compliance for international business operations and cross-border transactions, including inbound and outbound considerations.
• Compliance & IRS Audit Representation Tax compliance services and IRS audit representation for individuals and businesses facing IRS examination or collection matters.
• Fraud & Forensic Accounting Fraud investigation and forensic accounting services to detect, investigate, and prevent financial fraud for businesses and legal counsel.
• Cybersecurity Services Cybersecurity consulting to help clients protect data and systems, including risk assessments and controls advisory.
• Transition Planning & Advisory Services Business transition and succession planning advisory services supporting ownership changes, leadership transitions, and exit planning.
• Peer Reviews Peer review services delivered to other accounting firms as part of the AICPA Peer Review Program.
• Recruiting Services Human resources recruiting services to help clients identify and hire qualified accounting and finance personnel.
• New Online Client Document Platform Online client-facing platform for secure document exchange with the firm, replacing TaxCaddy as of January 2026.

Quantifiable outcome

• 81.4% of clients rate service 9 or 10 out of 10, vs. industry average of 48%
• +2 more outcomes

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• RVG Partners, LLCcoreStrategic or Co-development Partner · 1 June 2023Porte Brown LLC merged with RVG Partners, LLC, both accounting firms based in the Chicago area, effective June 1, 2023. The merger aims to enhance service offerings and maintain industry leadership in the region.
• PrimeGlobalcoreStrategic or Co-development PartnerMember firm of PrimeGlobal, an international association of independent accounting and consulting firms providing access to global resources and expertise while maintaining independence.
• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorRegistered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Firm offers wealth management and investment advisory services to clients through this partnership.
• Illinois CPA SocietycoreGTM or Marketing PartnerMark Gallegos, Tax Partner at Porte Brown, appointed to the Illinois CPA Society Board of Directors for a three-year term (April 1, 2026 - March 31, 2029). The society represents more than 20,000 accounting and finance professionals across Illinois.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Eide Bailly LLP: Top 25 regional accounting firm with comparable full-service offerings including tax, audit, wealth advisory, and industry-focused practices. Similar mid-market positioning and growth trajectory.
• Baker Tilly US: Chicago-based full-service accounting and advisory firm serving mid-market clients across industries. Comparable in service breadth, vertical coverage, and target client size.
• Plante Moran: Michigan-based regional accounting and advisory firm with comparable size, similar full-service model, and overlapping industry verticals. Named a Great Lakes Regional Leader alongside Porte Brown.
• Wipfli LLP: Top 20 US accounting and advisory firm with strong construction, manufacturing, and nonprofit verticals — direct overlap with Porte Brown's flagship practices and mid-market positioning.
• Sikich LLP: Chicago-area full-service accounting and advisory firm with strong industry vertical specialization (manufacturing, construction, healthcare). Comparable size, regional focus, and integrated advisory model.
• Crowe LLP: Chicago-headquartered full-service accounting, tax, and advisory firm serving mid-market and large clients across similar verticals including construction, healthcare, manufacturing, and nonprofits. Closely comparable in geographic focus, service mix, and target client profile.

Broad incumbents

• CliftonLarsonAllen (CLA): Top 10 US accounting firm focused on mid-market clients with industry specialization. Larger scale and broader geographic footprint but directly competes for similar construction, healthcare, and nonprofit clients.
• BDO USA: Top-tier global accounting network with significant Chicago presence serving mid-market and larger clients. Overlaps with Porte Brown on tax, audit, and advisory but with substantially greater scale and international reach.
• RSM US: Chicago-headquartered global accounting and consulting firm serving middle-market clients. Strong direct overlap in industry verticals and target client size but at significantly greater scale.
• Marcum LLP: Top 15 US accounting firm serving middle-market companies across construction, manufacturing, healthcare, and nonprofit sectors. Comparable service mix and client profile at a larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PorteBrownLLC
• YouTubeyoutube.com/@portebrownllc/videos
• Facebookfacebook.com/PorteBrown
• LinkedInlinkedin.com/company/119730
• Instagraminstagram.com/portebrownllc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Porte Brown LLC