Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 79 companies tracked

RevenueBase identified 79 company matches for accounting firm financial planning consultants associated with Richmond, United States as of September 2026 and tracks 554 professional contacts across them, including 267 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Richmond has 79.

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

79Companies

554Contacts tracked

267Verified emails

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

Ranked by team size

Top 25 of 79 company matches for accounting firm financial planning consultants based in Richmond, 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	Baldwin Cpas, Pllc	Exact match	Richmond, KY, United StatesHQ recorded Sep 27, 2026	11-50	98 contacts →
	Exact match “Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Harris, Hardy & Johnstone, PC	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	51-200	46 contacts →
	Exact match “We are more than accountants, we're your partner.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	SIMA	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	46 contacts →
	Exact match “At SIMA, we help businesses and individuals thrive by bringing six areas of expertise together under one roof: Accounting, Employee Benefits, Payroll, Retirement Plans…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Bb&t Scott & Stringfellow	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	n/a	46 contacts →
	Exact match “Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Wellscoleman	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	35 contacts →
	Exact match “WellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 75 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Ballast Consulting Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	27 contacts →
	Exact match “Ballast Consulting Group provides finance & accounting expertise for small and medium businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	The Roseline Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	18 contacts →
	Exact match “The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Godsey & Gibb Wealth Management	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Our mission is to leverage our 40 years of experience providing wealth management services to reduce the time you spend thinking about your finances and give you more time to make…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Joyner, Kirkham, Keel & Robertson, P.C	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “We are a certified public accounting firm located in Richmond, Virginia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Salomon & Ludwin	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “Wealth Management and Financial Planning” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Wright, Dunn & Company, LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	8 contacts →
	Exact match “Wright, Dunn & Company, LLC is an accounting company based out of 5206 Markel Road, Richmond, Virginia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Williams & Keckler, LLC	Exact match	Richmond, IN, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Williams & Keckler, LLC provides individualized services in the areas of tax, accounting, consulting, and information technology.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Allen & Associates, Pllc	Exact match	Richmond, KY, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Small town accounting firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Ragland & Ames	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	11-50	5 contacts →
	Exact match “Founded in 1987, Ragland & Ames, LLC is a full-service CPA firm in Richmond, Virginia, serving small businesses and individuals throughout Richmond, Henrico County, and the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Dooley & Vicars	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	51-200	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Pilc And Moseley LLC	Exact match	Richmond, VA, 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
17	Schutrumpf & Company, PC	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Schutrumpf & Company, PC is a CPA firm specializing in all aspects of taxation for small businesses and individuals, and compliance attestation (audits, reviews, and compilations)…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Garner, Adams & Associates	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Garner, Adams & Associates, PLLC is a full-service accounting and tax firm dedicated to providing individuals and business owners with viable solutions to reach their goals…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Matters Accounting Solutions	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Mitch and Tamara Martin founded Matters Accounting Solutions in April of 2022.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Jaynes & Jaynes PSC	Exact match	Richmond, KY, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Manuka Financial	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee.(Whether your goal is age 40, age 60, or anything…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Edge Business Planning	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “EDGe Business Planning is here to help growing business become even more successful!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Atkinson, Harris & Hart, P.C	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “For over 33 years Atkinson, Harris & Hart, P.C.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Craft, Waninger, Noble & Company, Pllc	Exact match	Richmond, KY, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “We provide accounting and business solutions for businesses, corporations, nonprofits and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Hussmen Financial	Exact match	Richmond, VA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “We are a fee-only financial planning and investment management firm.” 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 79 accounting firm financial planning consultants based in Richmond, United States

See the full list, filter by size, metro and specialty, and access 267 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 27, 2026

48.2%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for Richmond, so it is reported there. Company counts and contact totals on this page are exact for Richmond, over 79 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 Richmond, 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 267 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 Richmond, United States?

RevenueBase identified 79 company matches for accounting firm financial planning consultants associated with Richmond, 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?

Baldwin Cpas, Pllc 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). Richmond has 79.

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 267 professional contacts with verified work emails tracked across these 79 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.