Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 76 companies tracked

RevenueBase identified 76 accounting firm financial planning consultants headquartered in Wilmington, United States as of September 2026 and tracks 695 professional contacts across them, including 320 with verified work emails. Across the United States, New York is the largest hub for this category (711 companies); Wilmington has 76.

This list covers accounting firm financial planning consultants headquartered in Wilmington, 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

76Companies

695Contacts tracked

320Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 76 accounting firm financial planning consultants based in Wilmington, 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	Belfint, Lyons & Shuman, P.A	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	51-200	102 contacts →
	Partial evidence “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Source: RevenueBase Database · checked Sep 27, 2026
2	Earney Accountants & Advisors	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	44 contacts →
	Partial evidence “Founded in 1982, EARNEY has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and assurance.” Source: RevenueBase Database · checked Sep 27, 2026
3	Diversified, LLC	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	40 contacts →
	Strong evidence “We provide intimate, intricate financial planning for busy executives and professionals.” Source: RevenueBase Database · checked Sep 27, 2026
4	Gunnip & Company Cpas	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	51-200	40 contacts →
	Partial evidence “Gunnip & Company LLP, Certified Public Accountants and Consultants, is a Delaware firm serving Delaware, Pennsylvania, New Jersey and Maryland with highly personalized and…” Source: RevenueBase Database · checked Sep 27, 2026
5	Barbacane, Thornton & Company	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	34 contacts →
	Partial evidence “BTCPA specializes in accounting, consulting, auditing, and tax services for governmental agencies, nonprofits, employee benefit plans, and schools.” Source: RevenueBase Database · checked Sep 27, 2026
6	JARS	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	34 contacts →
	Partial evidence “JARS is a multi-disciplinary consulting firm that supports businesses with complete financial and legal advisory and HNIs with wealth and treasury management.” Source: RevenueBase Database · checked Sep 27, 2026
7	Williford Houston & Co., Cpas, Pllc	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	30 contacts →
	Indirect evidence “Williford, Houston & Co, CPAs, PLLC is committed to your success.” Source: RevenueBase Database · checked Sep 27, 2026
8	RED Bike Advisors	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “Red Bike Advisors is on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.” Source: RevenueBase Database · checked Sep 27, 2026
9	Covenant Wealth Strategies	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	19 contacts →
	Strong evidence “Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…” Source: RevenueBase Database · checked Sep 27, 2026
10	Horty & Horty, P.A	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	15 contacts →
	Partial evidence “Businesses focused on growth need accounting assistance from qualified professionals.” Source: RevenueBase Database · checked Sep 27, 2026
11	VAN Buren Financial Group, LLC	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	13 contacts →
	Strong evidence “Located in Wilmington, Delaware, we specialize in tax smart investing, retirement planning, individual and small business accounting, tax preparation, and tax planning.” Source: RevenueBase Database · checked Sep 27, 2026
12	Vizionary Wealth Management	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	1-10	13 contacts →
	Indirect evidence “Just about everyone has a different opinion on how you should invest or manage your money.” Source: RevenueBase Database · checked Sep 27, 2026
13	Master, Sidlow & Associates, P. A	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Strong evidence “For over 30 years, the team at Master, Sidlow & Associates, P.A, has been helping businesses throughout the Delaware Valley with tax planning and compliance, accounting and audit…” Source: RevenueBase Database · checked Sep 27, 2026
14	Stroud & Company Cpas, Pllc	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Stroud & Company CPAs is known as a leader in South East North Carolina in highly personalized, results-oriented tax preparation and accounting services.” Source: RevenueBase Database · checked Sep 27, 2026
15	Wheeler Wolfenden And Dwares, PAS	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “At Wheeler Wolfenden and Dwares, CPAs, our first priority is you.” Source: RevenueBase Database · checked Sep 27, 2026
16	Williams Houck & Company	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Williams Humphreys & Company (WHC) is a full-service tax accounting and tax advisory firm that is redefining the roles accounting professionals play in supporting their clients’…” Source: RevenueBase Database · checked Sep 27, 2026
17	Sparano, Vincelette & Joiner, Cpas	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	1-10	10 contacts →
	Partial evidence “We help our clients understand complex accounting and tax issues so they can turn our knowledge into value.” Source: RevenueBase Database · checked Sep 27, 2026
18	Masonboro Advisors	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Partial evidence “With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Source: RevenueBase Database · checked Sep 27, 2026
19	Serviam Financial	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Indirect evidence “Serviam is derived from the Latin word to serve.” Source: RevenueBase Database · checked Sep 27, 2026
20	The Wealth Plan Company	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “Our mission is to help you make great financial decisions.” Source: RevenueBase Database · checked Sep 27, 2026
21	Woodruff & Associates CPA PC	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Indirect evidence “We are a CPA firm that enjoys having personal connections with our clients while providing quality service.” Source: RevenueBase Database · checked Sep 27, 2026
22	Accountipro	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Strong evidence “Accountipro fuels the financial backbone of startups and small businesses.” Source: RevenueBase Database · checked Sep 27, 2026
23	Suggs & Company, Cpa, P.A	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Partial evidence “Suggs & Company P.A- Certified Public Accountants & Consultants serving clients in eastern United States” Source: RevenueBase Database · checked Sep 27, 2026
24	Chad Wouters, CPA Pllc	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “A CPA firm focused on providing concierge CPA services.” Source: RevenueBase Database · checked Sep 27, 2026
25	Earney & Company, L.L.P	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Indirect evidence “Founded in 1982, Earney & Company, L.L.P.” 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 76 accounting firm financial planning consultants based in Wilmington, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 320 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 27, 2026

46.0%Verified-email coverage

9.1Average 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 Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 76 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 Wilmington, 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 Wilmington 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, 320 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 Wilmington, United States?

RevenueBase identified 76 accounting firm financial planning consultants headquartered in Wilmington, 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?

Belfint, Lyons & Shuman, P.A, headquartered in Wilmington, 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). Wilmington has 76.

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 320 verified decision-maker contacts tracked across these 76 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.

Ready to reach these companies? Verified emails and direct dials for all 76 accounting firm financial planning consultants based in Wilmington, United States. Start with a free account, no credit card.

Download this list →

Related lists

Accounting firm financial planning consultants by geography

Browse the directory

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.