Rosen, Sapperstein & Friedlander
Rosen, Sapperstein & Friedlander is a Towson, Maryland-based CPA and advisory firm founded in 1979 serving family offices, ultra-high-net-worth families, and middle-market organizations, now operating as a subsidiary of Frazier & Deeter following an October 2025 acquisition.
- Company typePrivate
- Founded1979
- HeadquartersTowson, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Rosen, Sapperstein & Friedlander does
Rosen, Sapperstein & Friedlander, LLC (RS&F) is a private U.S. CPA and advisory firm headquartered in Towson, Maryland, founded in 1979. The firm serves two principal client segments: (i) family offices and ultra-high-net-worth families requiring sophisticated tax planning, wealth structuring, and ongoing advisory work, and (ii) middle-market organizations needing audit, attest, tax compliance, and business advisory services. Recognition includes Top 50 Firm, Best of the Best Firm, Best Places to Work, Top Firm for Women, and Top Firm for Equity Leadership.
The firm operates an essentially standard professional-services technology stack with no proprietary AI or data product disclosed. Client engagement is supported through four integrated third-party platforms: NetLink Solution for the secure Client Portal, Suralink for request and document exchange, TaxCaddy for secure tax information access, and a payment portal supporting credit card, ACH, and QuickFee Financing. Pricing is quote-based and not publicly disclosed; engagements are delivered through direct advisory relationships rather than self-serve or channel-based distribution.
In October 2025, RS&F was acquired by Frazier & Deeter (FD), a nationally ranked accounting and advisory firm. The deal was structured to expand FD's regional footprint in the Mid-Atlantic and to strengthen FD's family office and middle-market advisory capabilities. Following the transaction, RS&F operates as a wholly-owned subsidiary within FD's alternative practice structure, with attestation/audit services delivered by Frazier & Deeter, LLC and tax and business consulting services delivered by Frazier & Deeter Advisory, LLC. The rsandf.com domain now primarily serves as a client portal entry point and referral vehicle to the broader FD brand and digital infrastructure.
Rosen, Sapperstein & Friedlander firmographics
Firmographics- Name
- Rosen, Sapperstein & Friedlander
- Legal name
- Rosen, Sapperstein & Friedlander, LLC
- Website
- https://rsandf.com
- Company type
- Private
- Founded year
- 1979
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Rosen, Sapperstein & Friedlander is a Towson, Maryland-based CPA and advisory firm founded in 1979 serving family offices, ultra-high-net-worth families, and middle-market organizations, now operating as a subsidiary of Frazier & Deeter following an October 2025 acquisition.
- Ownership category
- akta.pro rank
Rosen, Sapperstein & Friedlander industry classification
Industry- Product category
- Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Accounting & Bookkeeping Services (BPAHABAC)
- akta.pro secondary industries
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Business Owner & Executive Financial Planning (FSAEAAAO), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Rosen, Sapperstein & Friedlander is headquartered
LocationHeadquarters
- HQ city
- Towson
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Rosen, Sapperstein & Friedlander business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- CPA and Advisory Services: Professional accounting and advisory services delivered to family offices, ultra-high-net-worth families, and middle-market organizations. Revenue generated through professional service fees for accounting, tax, and advisory engagements.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Rosen, Sapperstein & Friedlander product offering
Product offeringCore offering
Rosen, Sapperstein & Friedlander, LLC is a CPA and advisory firm delivering accounting, tax, audit, and business advisory services to family offices, ultra-high-net-worth families, and middle-market organizations in the Mid-Atlantic region. The firm's core work centers on tax planning and compliance, audit and attest services, business advisory, and specialized family office services, delivered through direct professional engagements supported by secure client portals and document exchange tools.
Product overview
Rosen, Sapperstein & Friedlander, LLC (RS&F) is a CPA and advisory firm that operates as part of Frazier & Deeter following an October 2025 acquisition. The firm provides professional advisory and accounting services through a portfolio of client-facing digital tools including the Client Portal for secure document and service access, Suralink for document exchange, TaxCaddy for tax information management, and a Payment Portal for billing. These tools collectively support the firm's core service delivery to family offices, ultra-high-net-worth families, and middle-market organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Planning and Compliance Services
Companies that use Rosen, Sapperstein & Friedlander
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Rosen, Sapperstein & Friedlander technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Rosen, Sapperstein & Friedlander partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Frazier & DeetercoreFrazier & Deeter (FD), a nationally ranked accounting and advisory firm, acquired Rosen, Sapperstein & Friedlander, LLC (RS&F) in October 2025. The acquisition aims to expand FD's regional footprint in the Mid-Atlantic and enhance its service offerings across multiple industries. RS&F now operates as part of Frazier & Deeter, strengthening FD's family office and middle-market advisory capabilities.
Scale indicators2 records
Recent moves3 records
Expansion highlights4 records
Rosen, Sapperstein & Friedlander competitors and assessment
Company assessmentDirect peers
- Frazier & Deeter: Frazier & Deeter is the parent company that acquired RS&F in October 2025. FD is a nationally ranked Top 50 CPA and advisory firm with overlapping family office, tax, and middle-market advisory services, making it the most directly comparable peer as the integrated platform.
- Crowe LLP: Crowe LLP is a Top 10 national accounting firm with strong middle-market and HNW advisory practices. Comparable in scale, geographic distribution across U.S. regions, and service portfolio to RS&F's expanded FD platform offering.
- Withum: Withum is a Top 50 national CPA and advisory firm with notable family office, HNW, and closely-held business practices. Directly comparable as a regional-to-national firm specializing in HNW advisory and serving similar middle-market client profiles.
- Cherry Bekaert: Cherry Bekaert is a Top 50 national CPA and advisory firm serving middle-market and HNW clients across the U.S. Highly comparable in size band (~1,000+ employees), service mix (CPA, tax, advisory), and HNW/middle-market focus.
- Marcum LLP: Marcum LLP is a Top 15 national accounting and advisory firm with substantial family office, HNW, and closely-held business practices. Highly comparable in service mix, HNW specialization, and middle-market focus following recent consolidation activity.
Broad incumbents
- KPMG Private Enterprise Family Office: KPMG's Private Enterprise and Family Office practice serves ultra-HNW families globally with integrated tax, advisory, and audit services. A key Big 4 competitor entering RS&F's niche with substantially greater resources and cross-border capability.
- Plante Moran: Plante Moran is a Top 15 national CPA and advisory firm with established HNW, family office, and private client practices. Comparable in family office service offerings but materially larger and Midwestern-anchored.
- Grant Thornton Advisors: Grant Thornton is a Top 5 global advisory firm serving middle-market and HNW clients with tax, advisory, and audit services. Comparable to RS&F's expanded FD platform in middle-market focus, with significantly greater scale and industry specialization.
- CBIZ: CBIZ is a national professional services firm offering tax, advisory, and accounting services to middle-market and HNW clients. Comparable service portfolio but with a broader, less specialized business model than RS&F's HNW focus.
- BDO USA: BDO USA is a Top 10 national accounting and advisory firm with a dedicated Private Wealth practice serving family offices, HNW individuals, and closely-held businesses. Comparable to RS&F in HNW/family office segment but at materially larger scale and with broader international reach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Rosen, Sapperstein & Friedlander social profiles
Digital presenceRosen, Sapperstein & Friedlander financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rosen, Sapperstein & Friedlander leadership team
Management profileNumber of profiles
Rosen, Sapperstein & Friedlander funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rosen, Sapperstein & Friedlander M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rosen, Sapperstein & Friedlander
What does Rosen, Sapperstein & Friedlander do?
Rosen, Sapperstein & Friedlander, LLC is a CPA and advisory firm delivering accounting, tax, audit, and business advisory services to family offices, ultra-high-net-worth families, and middle-market organizations in the Mid-Atlantic region. The firm's core work centers on tax planning and compliance, audit and attest services, business advisory, and specialized family office services, delivered through direct professional engagements supported by secure client portals and document exchange tools.
Is Rosen, Sapperstein & Friedlander a public or private company?
Rosen, Sapperstein & Friedlander is a private company. It is classified as corporate owned and is currently acquired.
When was Rosen, Sapperstein & Friedlander founded?
Rosen, Sapperstein & Friedlander was founded in 1979. It employs 101 to 250 people.
Where is Rosen, Sapperstein & Friedlander based?
Rosen, Sapperstein & Friedlander is headquartered in Towson, United States, in the North America region.
How does Rosen, Sapperstein & Friedlander make money?
One revenue line is on record: CPA and Advisory Services.
Who are Rosen, Sapperstein & Friedlander's main competitors?
Direct peers on record are Frazier & Deeter, Crowe LLP, Withum, Cherry Bekaert and Marcum LLP. Broad incumbents are KPMG Private Enterprise Family Office, Plante Moran, Grant Thornton Advisors, CBIZ and BDO USA.
Does Rosen, Sapperstein & Friedlander have an API?
No public API is recorded for Rosen, Sapperstein & Friedlander.
What industry is Rosen, Sapperstein & Friedlander in?
Rosen, Sapperstein & Friedlander's product category is Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAC, Accounting & Bookkeeping Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8742.