Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Annapolis, United States

Name: Accounting firm financial planning consultants based in Annapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 35 companies tracked

RevenueBase identified 35 company matches for accounting firm financial planning consultants associated with Annapolis, United States as of September 2026 and tracks 485 professional contacts across them, including 264 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Annapolis has 35.

This list covers company matches for accounting firm financial planning consultants associated with Annapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

35Companies

485Contacts tracked

264Verified emails

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The 25 largest accounting firm financial planning consultants based in Annapolis, United States

Ranked by team size

Top 25 of 35 company matches for accounting firm financial planning consultants based in Annapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Frost LAW	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	51-200	80 contacts →
	Exact match “Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Heimlantz Cpas & Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	51-200	53 contacts →
	Exact match “HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	51-200	45 contacts →
	Exact match “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Lombardo Ayers & Company, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	41 contacts →
	Exact match “We take PRIDE in our Firm, in delivering world-class service, fostering an inclusive and collaborative environment, and upholding the highest standards of professionalism.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Harmony Group, INC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	39 contacts →
	Exact match “Founded and based in the Washington, DC area, Harmony Group’s team of experts has provided financial leadership, guidance, and advice to individuals, families, businesses, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Mullen, Sondberg, Wimbish & Stone, P.A	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	31 contacts →
	Exact match “Founded in 1955 in Annapolis, public accounting firm that provides services that include auditing, tax planning and preparation, accounting systems and bookkeeping, management…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Compass US Accountants & Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	51-200	30 contacts →
	Exact match “At Compass US, we offer more than great advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Vallit Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “Vallit Advisors began as a thought in our founders’ minds: If dispute advisory, business valuation and forensic accounting are primarily offered as ancillary products of an…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Novotny, Larash, Venters & Wolf LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Davis, Josey, Keating & Ranes, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Providing clients services of tax preparation, tax planning, audits, reviews, and compilations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Alta CPA Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Alta CPA Group believes that accounting services should offer more than just speed and accuracy – accounting services should serve as your guide to making sound short and long…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Watkins Consulting, INC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Watkins Consulting is a forensic accounting and management consulting firm specializing in all aspects of the Financial Services industry and the Federal Government sector.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Tmdl Cpas & Consultants	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Toal, Murray, Day & Lalor, LLC.(TMDL) is a full-service Certified Public Accounting practice, which is dedicated to meeting the needs of today's busy professionals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Marks Wealth, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	10 contacts →
	Exact match “Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	The Harding Group, INC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “We specialize in helping small businesses thrive!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Annapolis Accounting Services	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Annapolis Accounting Services will take care of your tax, accounting and bookkeeping so you can get back to what you do best.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Poole Accounting LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	51-200	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	HF Advisory Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Blue Heron Financial Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “At Blue Heron Financial, we believe that exceptional service is the cornerstone of success in the financial services industry-and the defining factor that sets us apart.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	L&m TAX Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Our firm delivers exceptional service, supporting individuals and small businesses with their accounting and tax needs across all 50 states.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Bencivenga & Associates, P.A	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Affordable Accounting, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Our mission is to provide the most economical accounting services in Annapolis while delivering remarkable customer service.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Juris Ledger	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Empowering small businesses for financial success through expert accounting, compliance, and strategic guidance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Jody A Limbacher CPA LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Williams & CO	Exact match	Annapolis, MD, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “An international financial and operations consulting firm, Williams & Co.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “accounting firm financial planning consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 35 accounting firm financial planning consultants based in Annapolis, United States

See the full list, filter by size, metro and specialty, and access 264 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Annapolis, United States at a glance

As of Sep 27, 2026

54.4%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Annapolis, so it is reported there. Company counts and contact totals on this page are exact for Annapolis, over 35 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Annapolis, United States whose business descriptions match “accounting firm financial planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 264 professional contacts with verified work emails across the full matched dataset. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Accounting firm financial planning consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting firm financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in Annapolis, United States?

RevenueBase identified 35 company matches for accounting firm financial planning consultants associated with Annapolis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Frost LAW tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most accounting firm financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Annapolis has 35.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 264 professional contacts with verified work emails tracked across these 35 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 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 SmartSearch, 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.