Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 111 companies tracked

RevenueBase identified 111 company matches for accounting firm financial planning consultants associated with Raleigh, United States as of September 2026 and tracks 3,824 professional contacts across them, including 1,996 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Raleigh has 111.

This list covers company matches for accounting firm financial planning consultants associated with Raleigh, 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

111Companies

3,824Contacts tracked

1,996Verified emails

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

Ranked by team size

Top 25 of 111 company matches for accounting firm financial planning consultants based in Raleigh, 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	Cherry Bekaert	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,824 contacts →
	Exact match “Cherry Bekaert is a top-ranked U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	TJT	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	201-500	231 contacts →
	Exact match “Thomas, Judy and Tucker, P.A.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	51-200	75 contacts →
	Exact match “Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Capital Investment Companies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	201-500	70 contacts →
	Exact match “Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Hughes Pittman & Gupton, LLP NOW Eisneramper	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	51-200	50 contacts →
	Exact match “Hughes Pittman & Gupton is now EisnerAmper.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Stancil Cpas Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	40 contacts →
	Exact match “At Stancil, we understand that every client is unique.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Sharpe Patel Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	32 contacts →
	Exact match “Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh, Charlotte and Wilmington, North Carolina.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Batchelor, Tillery & Roberts, LLP	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	28 contacts →
	Exact match “Founded in 1991, Batchelor, Tillery & Roberts, LLP is an accounting firm that strives to provide outstanding service to clients at a reasonable cost.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Norton Collar Lund Lilley, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	26 contacts →
	Exact match “Welcome to Norton Collar Lund Lilley, PLLC.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Lifetime Asset & TAX Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	MPC Certified Public Accountants	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “MPC Certified Public Accountants is a full-service CPA firm that provides accounting, audit, tax and consulting services to a broad spectrum of privately-held businesses and their…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Holden Moss Knott & Company, P.A. Cpas & Business Coaches	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Growing a business is difficult and riddled with peaks, valleys and dead ends.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Tall OAK Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Scaling an e-commerce business shouldn't mean drowning in spreadsheets, chasing tax deadlines, or wondering if you're actually profitable.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	ACE Cpas	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “We bring vital financial expertise to your business, offering tailored accounting and consulting services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	OAK City Accounting	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	12 contacts →
	Exact match “Oak City Accounting offers business bookkeeping services, QuickBooks consulting, Tax planning and Tax preparation in Raleigh, NC.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Dreher Martin Cpas, P.A	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “We are a Raleigh based CPA firm providing individuals and small to medium-sized businesses with accounting, consulting, audit and tax services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	360 Cloud Solutions Combined With Moss Adams In 2025	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “We're excited to announce that effective February 1, 2025, 360 Cloud Solutions, LLC has combined with Moss Adams, one of the largest accounting, consulting, and wealth management…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Accounting Experts, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “We are a group of professionals, providing best accounting and tax services since 1990.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Steward Ingram & Cooper Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “Steward Ingram & Cooper PLLC is a team of dedicated professionals who strive to provide excellent client service in an environment of complete confidentiality.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Beacon Financial Strategies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Beacon Financial Strategies was established in 2004, by Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® with the purpose of helping individuals and families make sound and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	AKG Business Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “At AKG Business Solutions, we pride ourselves on finding the accounting and financial solutions that benefit your organization.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	SME Business	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Our Vision SME Business provides Accounting Services and Financial Strategy to help Small to Medium sized Enterprises succeed and operate with greater financial clarity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Compass Financial Group - Raleigh, NC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Hodges & Hergenrader, LLP	Exact match	Raleigh, NC, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “At Hodges & Hergenrader, LLP we are dedicated to helping you navigate the complex world of accounting systems, technology, business management and income tax planning and…” 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 111 accounting firm financial planning consultants based in Raleigh, United States

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

As of Sep 27, 2026

52.2%Verified-email coverage

34.5Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 111 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 Raleigh, 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 1,996 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 Raleigh, United States?

RevenueBase identified 111 company matches for accounting firm financial planning consultants associated with Raleigh, 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?

Cherry Bekaert 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). Raleigh has 111.

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 1,996 professional contacts with verified work emails tracked across these 111 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.