Porte Brown LLC
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.
- Company typePrivate
- Founded1945
- HeadquartersElk Grove Village, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
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.
Porte Brown LLC firmographics
Firmographics- 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
Porte Brown LLC industry classification
Industry- 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
Where Porte Brown LLC is headquartered
LocationHeadquarters
- HQ city
- Elk Grove Village
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Porte Brown LLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 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.
- Consulting & Advisory Services: Strategic consulting and technology implementation services, transition planning, and business advisory services.
- Wealth Management: Investment advisory services and securities offerings through Cetera Wealth Services, providing fee-based planning and investment management solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional services billed by engagement scope and complexity |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Porte Brown LLC product offering
Product offeringCore 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
Companies that use Porte Brown LLC
Customer profileSegments8 records
Ideal customer profiles8 records
Porte Brown LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature3 records
Porte Brown LLC partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- RVG Partners, LLCcorePorte 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.
- PrimeGlobalcoreMember 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, LLCcoreRegistered 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 SocietycoreMark 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
Porte Brown LLC competitors and assessment
Company assessmentDirect 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
Porte Brown LLC social profiles
Digital presencePorte Brown LLC compliance and trust
Trust signalCompliance3 records
Porte Brown LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Porte Brown LLC leadership team
Management profileNumber of profiles
Profiles6 records
Porte Brown LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Porte Brown LLC M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Porte Brown LLC
What does Porte Brown LLC do?
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.
Is Porte Brown LLC a public or private company?
Porte Brown LLC is a private company. It is classified as management employee owned and is currently operating.
When was Porte Brown LLC founded?
Porte Brown LLC was founded in 1945. It employs 101 to 250 people.
Where is Porte Brown LLC based?
Porte Brown LLC is headquartered in Elk Grove Village, United States, in the North America region.
How does Porte Brown LLC make money?
Three revenue lines are on record. Accounting & Tax Services are the primary driver. The others are consulting & Advisory Services and wealth Management.
Who are Porte Brown LLC's main competitors?
Direct peers on record are Eide Bailly LLP, Baker Tilly US, Plante Moran, Wipfli LLP, Sikich LLP and Crowe LLP. Broad incumbents are CliftonLarsonAllen (CLA), BDO USA, RSM US and Marcum LLP.
Does Porte Brown LLC have an API?
No public API is recorded for Porte Brown LLC.
What industry is Porte Brown LLC in?
Porte Brown LLC's product category is Professional Accounting & Tax Services. Its primary akta.pro industry code is FSAEAAAE, Tax-Aware Investment Planning, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 8700.