Company lists · Data refreshed October 2026

Top 23 Estate accounting firms based in Columbia, United States

Name: Estate accounting firms based in Columbia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 34 companies tracked

RevenueBase identified 34 company matches for estate accounting firms associated with Columbia, United States as of October 2026 and tracks 224 professional contacts across them, including 125 with verified work emails. Across the United States, New York is the largest hub for this category (205 companies); Columbia has 34.

This list covers company matches for estate accounting firms associated with Columbia, 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 October 1, 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 Oct 1, 2026 How this list was built

34Companies

224Contacts tracked

125Verified emails

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The 23 largest estate accounting firms based in Columbia, United States

Ranked by team size

Top 23 of 34 company matches for estate accounting firms based in Columbia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Baltimore-Washington Financial Advisors	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	11-50	58 contacts →
	Exact match “BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	BFJ Financial Group	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “BFJ Financial Group offers comprehensive tax, accounting and business consulting through its certified public accountant firm, Bell, Frech & Jacobs, LLC and investment and wealth…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Eustace Accountancy Group	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Sojourner, Caughman & Thomas, LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “Sojourner, Caughman & Thomas is a law practice company based out of 1301 Gervais St, Columbia, South Carolina, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Miller, Bales & Company, P.C	Exact match	Columbia, MO, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “The professional team at Miller, Bales & Company, P.C.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Anchor Investment Management, LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Todd And Johnson LLP	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “Todd & Johnson, L.L.P, is a boutique law firm that focuses on estate planning and probate matters.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Thomas, Watson & Company, LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Thomas, Watson & Company, LLC is a group of experienced accountants, working together to help our clients achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Williamson & Associates	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “We have been meeting the financial needs of individuals and businesses for over 35 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	TAN & Associates, INC	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Baltimore based professional services company offering accounting, tax, financial planning, and real estate development and management services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Convergence Accounting	Exact match	Columbia, MO, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “At Convergence Accounting, we understand that the financial decisions you make today can impact the taxes you pay tomorrow.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Newsome Law, South Carolina	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Welcome to Newsome Law, a boutique firm focused on solutions for your tax, estate and trust needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	SGA CPA	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “The firm of Shalini Gupta & Associates, founded in Columbia, Maryland offers a full spectrum of accounting and business advisory services for businesses, non-profits, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Clearview Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Caldwell Trust	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	C.J. Bachkosky, Cpa, LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Beard-Boehmer & Associates, PC	Exact match	Columbia, MO, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “A firm large enough to offer a full array of accounting, taxation, and consulting services, but small enough to know you on a personal level.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Barchet LAW Office	Exact match	Columbia, MO, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “The attorneys at Barchet Law practice primarily in the areas of estates, trusts, elder law, and business law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	CBC Financial	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “Put more wealth in your pocket and minimize your tax liability.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Saltzman LAW	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “The Law Offices of Oren D.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “David and Zach are committed to helping you pursue your long-term financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Hall Asset Management Group Hall TAX & Planning Services	Exact match	Columbia, SC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Our financial firm is committed to helping you achieve all of your financial goals while working toward a "worry free" retirement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	LAW Offices Of Rick Todd	Exact match	Columbia, MD, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 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 “estate accounting firms”. 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 23 of 34 estate accounting firms based in Columbia, United States

See the full list, filter by size, metro and specialty, and access 125 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate accounting firms based in Columbia, United States at a glance

As of Oct 1, 2026

55.8%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Oct 1, 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 Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 34 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 Columbia, United States whose business descriptions match “estate accounting firms” 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 125 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 October 1, 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.

Estate accounting firms 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 “estate accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate accounting firms are there based in Columbia, United States?

RevenueBase identified 34 company matches for estate accounting firms associated with Columbia, United States as of October 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?

Baltimore-Washington Financial Advisors 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 estate accounting firms?

New York leads the United States with 205 company records, followed by Houston (122) and San Diego (121). Columbia has 34.

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 125 professional contacts with verified work emails tracked across these 34 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 October 1, 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.