Company lists · Data refreshed September 2026

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

Name: Accounting firm financial planning consultants based in Washington, 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 accounting firm financial planning consultants headquartered in Washington, United States as of September 2026 and tracks 712 professional contacts across them, including 308 with verified work emails. Across the United States, New York is the largest hub for this category (711 companies); Washington has 111.

This list covers accounting firm financial planning consultants headquartered in Washington, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

111Companies

712Contacts tracked

308Verified emails

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

Ranked by team size

Top 25 of 111 accounting firm financial planning consultants based in Washington, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm financial planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Raffa, PC	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1,001-5,000	87 contacts →
	Partial evidence “Top accounting firm Raffa, P.C.” Source: RevenueBase Database · checked Sep 27, 2026
2	Lattaharris, LLP	Indirect evidence	Washington, IA, United StatesHQ checked Sep 27, 2026	51-200	71 contacts →
	Indirect evidence “LattaHarris is a CPA firm located in Eastern Iowa offering a wide range of professional services to closely-held business and individual clients throughout the Midwest.” Source: RevenueBase Database · checked Sep 27, 2026
3	Think LLP	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	51-200	54 contacts →
	Indirect evidence “Think, LLP is a national professional tax services firm that consists of former Big-4 partners from the national tax practices, attorneys, CPAs, engineers, former IRS technicians…” Source: RevenueBase Database · checked Sep 27, 2026
4	HAN Group LLC	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	51-200	51 contacts →
	Partial evidence “Han Group is a public accounting firm committed to serving the nonprofit community by providing unparalleled expertise in nonprofit Audits & Assurance, Managed Accounting, Tax…” Source: RevenueBase Database · checked Sep 27, 2026
5	Geometric Wealth Advisors	Strong evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	31 contacts →
	Strong evidence “Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers” Source: RevenueBase Database · checked Sep 27, 2026
6	Armstrong, Fleming And Moore, INC	Strong evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	30 contacts →
	Strong evidence “We are pioneers of financial planning in D.C.” Source: RevenueBase Database · checked Sep 27, 2026
7	Bazilio Cobb Associates	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	201-500	28 contacts →
	Indirect evidence “Since our founding in 1983, Bazilio Cobb Associates has provided professional services to federal, state, and local government agencies; Fortune 500 companies; nonprofit…” Source: RevenueBase Database · checked Sep 27, 2026
8	Accounts International	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	25 contacts →
	Partial evidence “Accounts International is a financial advisory firm specializing in Fractional CFO services and financial guidance for growing businesses, entrepreneurs, and executives.” Source: RevenueBase Database · checked Sep 27, 2026
9	IBS Management & Consultancy Services	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	51-200	21 contacts →
	Partial evidence “IBS is an Accounting, Finance, Management, and Transaction Advisory consulting firm.” Source: RevenueBase Database · checked Sep 27, 2026
10	Panda Accounting	Indirect evidence	Washington, UT, United StatesHQ checked Sep 27, 2026	51-200	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
11	Rosemckenna, Pllc	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	17 contacts →
	Partial evidence “RoseMcKenna PLLC is a boutique accounting firm dedicated to providing the absolute best in personalized and professional tax services.” Source: RevenueBase Database · checked Sep 27, 2026
12	CWP Consulting INC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	16 contacts →
	Indirect evidence “CWP Consulting was built around the desire to provide quality, professional services to individuals and business owners through the use of specialized and individualized services.” Source: RevenueBase Database · checked Sep 27, 2026
13	CFO Services Group	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	12 contacts →
	Partial evidence “CFO Services Group is your dedicated accounting team and much more.” Source: RevenueBase Database · checked Sep 27, 2026
14	Seiler, Singleton & Associates, PA	Partial evidence	Washington, NC, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Partial evidence “At Seiler, Singleton & Associates, P.A, our goal is to offer quality accounting, tax, payroll, and advisory services to individuals, small businesses, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 27, 2026
15	Aa&t Group	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Indirect evidence “We provide value to our clients, empowering them to succeed.” Source: RevenueBase Database · checked Sep 27, 2026
16	Little Fish Accounting	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “We’re all about helping small teams and service providers tackle their taxes, bookkeeping, and financial strategy.” Source: RevenueBase Database · checked Sep 27, 2026
17	Phillips, Salmi Associates, LLC	Partial evidence	Washington, IL, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “Background Phillips, Salmi + Associates, LLC is a certified public accounting firm with locations in Washington and Springfield, Illinois.” Source: RevenueBase Database · checked Sep 27, 2026
18	Helfer And Company, LLC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “For over three decades, Alan S.” Source: RevenueBase Database · checked Sep 27, 2026
19	Myrick CPA	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Partial evidence “Myrick CPA is a Washington, DC-based accounting firm - now offering virtual service to clients throughout the U.S- specializing in ensuring tax advantages and resolution for small…” Source: RevenueBase Database · checked Sep 27, 2026
20	Accounting 4 DC	Partial evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Partial evidence “At Accounting 4 DC, our goal is to help our clients run healthy, profitable businesses.” Source: RevenueBase Database · checked Sep 27, 2026
21	Cortland Valuation Group, INC	Strong evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Strong evidence “Cortland Valuation Group, Inc.(CVG) provides valuation and financial advisory services to public and private corporations, governments, accounting and law firms, banks and…” Source: RevenueBase Database · checked Sep 27, 2026
22	Allenmitchell, LLP Cpas & Consultants	Indirect evidence	Washington, IA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “At AllenMitchell, our goal is to provide the top shelf service that you've come to expect at larger national and regional firms but in a more relaxed environment and at a price…” Source: RevenueBase Database · checked Sep 27, 2026
23	Morgan Wingate & Co, P.C	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Indirect evidence “Welcome to the firm of” Source: RevenueBase Database · checked Sep 27, 2026
24	Franklin & Turner	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	51-200	5 contacts →
	Indirect evidence “Hamilton Enterprises, LLC, is an assurance and advisory company that provides professional services to clients.” Source: RevenueBase Database · checked Sep 27, 2026
25	Bottom-Line Consulting, LLC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “Bottom-Line Consulting, founded in February 2008, provides a full array of small business services, including management consulting, business start-up, bookkeeping services, and…” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm financial planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names accounting firm financial planning consultants.
Partial evidence: Its own public description names part of accounting firm financial planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting firm financial planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 111 accounting firm financial planning consultants based in Washington, United States

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

As of Sep 27, 2026

43.3%Verified-email coverage

6.4Average 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 Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 111 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm financial planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Washington, United States whose own description of what they do matches “accounting firm financial planning consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm financial planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among accounting firm financial planning consultants, and records with no verified work email. Companies headquartered outside Washington are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 308 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Accounting firm financial planning consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm financial planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 111 accounting firm financial planning consultants headquartered in Washington, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Raffa, PC, headquartered in Washington, tops this list with the largest team on record.

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

New York leads the United States with 711 headquartered companies, followed by Houston (500) and Atlanta (350). Washington has 111.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 308 verified decision-maker contacts tracked across these 111 companies.

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 Smart Search, 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.