Company lists · Data refreshed September 2026
Top 19 Family office accounting services based in Charlotte, United States
RevenueBase identified 32 company matches for family office accounting services associated with Charlotte, United States as of September 2026 and tracks 245 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (179 companies); Charlotte has 32.
This list covers company matches for family office accounting services associated with Charlotte, 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 20, 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.
The 19 largest family office accounting services based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 contacts → | ||||
Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 38 contacts → | ||||
Exact match “Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “An independent wealth advisory firm founded by our family and designed for your family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Salem Capital is an experienced Family Office in Charlotte NC focusing on the management of investments in various asset classes and businesses: Commercial Real Estate and Private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Toucan is a full-service advisor & multi-family office for everyone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Family office consultant focused on planning for high net worth families, family offices and firms that serve and support them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “As a Full Service Accounting firm, Nottingham Tax & Accounting offers a range of services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Virtual family office with best of class resources, we reduce taxes by 60% beyond traditional CPAs.” Recorded in the RevenueBase company graph · Sep 20, 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 “family office accounting services”. 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 19 of 32 family office accounting services based in Charlotte, United States
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Family office accounting services based in Charlotte, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 32 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 Charlotte, United States whose business descriptions match “family office accounting services” 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 108 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 20, 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.
Family office accounting services by metro in the United States
- Family office accounting services in New York179
- Family office accounting services in Houston76
- Family office accounting services in Dallas74
- Family office accounting services in Chicago71
- Family office accounting services in Atlanta69
- Family office accounting services in Miami66
- Family office accounting services in Los Angeles63
- Family office accounting services in San Diego51
- Family office accounting services in San Francisco49
- Family office accounting services in Austin42
- Family office accounting services in Denver35
- Family office accounting services in Boca Raton27
- Family office accounting services in Boston26
- Family office accounting services in Irvine26
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 “family office accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office accounting services are there based in Charlotte, United States?
RevenueBase identified 32 company matches for family office accounting services associated with Charlotte, 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?
Culp Elliott & Carpenter, 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 family office accounting services?
New York leads the United States with 179 company records, followed by Houston (76) and Dallas (74). Charlotte has 32.
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 108 professional contacts with verified work emails tracked across these 32 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 family office accounting services based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Family office accounting services based in Lugano, Switzerland
- Family office accounting services based in Zurich, Switzerland
- Family office accounting services based in Atlanta, United States
- Family office accounting services based in Austin, United States
- Family office accounting services based in Boca Raton, United States
- Family office accounting services based in Boston, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office accounting services based in Calgary, Canada
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Company intelligence · public preview
Top 19 family office accounting services based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 32 matching company records for family office accounting services based in Charlotte, United States, with 245 tracked contacts and 108 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 family office accounting services based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Culp Elliott & Carpenter, Pllcceclaw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Miller Mcneish & Breedlove, Pllcmmbcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 38 contacts → |
“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Biltmore Family Office, LLCbiltmorefamilyoffice.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“An independent wealth advisory firm founded by our family and designed for your family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Colony Family Officescolonyfamilyoffices.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Crown Wealth Groupcrownwealthgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lb&j Certified Public Accountantslbjcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Jlpollackcpa, Pllcjlpollackcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sparta Wealth Partnersspartawp.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 6 contacts → |
“Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kingfisher Capital, Proudly Part Of Mercer Advisorskingfishercapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Todd Greene, C.P.Atoddgreenecpa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Cannon Advisorscannonadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 4 contacts → |
“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Robbins Financial Grouprobbinsfinancialgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Salem Capitalsalemcapitalholdings.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Salem Capital is an experienced Family Office in Charlotte NC focusing on the management of investments in various asset classes and businesses: Commercial Real Estate and Private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Toucan Financial, INCtoucan.fi HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Toucan is a full-service advisor & multi-family office for everyone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Matters, LLCwealthmattersllc.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Family office consultant focused on planning for high net worth families, family offices and firms that serve and support them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  BGW Wealthbgwwealth.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | William T Shetenhelm CPAshetenhelmcpa.com HQ: Charlotte, MI, United StatesReported employees: 1-10 | Charlotte, MI, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Nottingham CPA PCnottinghamcpa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“As a Full Service Accounting firm, Nottingham Tax & Accounting offers a range of services to individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Matthews Family Officematthewscpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Virtual family office with best of class resources, we reduce taxes by 60% beyond traditional CPAs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 32 company matches
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Family office accounting services: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting services by metro in the United States
- Family office accounting services in New York179
- Family office accounting services in Houston76
- Family office accounting services in Dallas74
- Family office accounting services in Chicago71
- Family office accounting services in Atlanta69
- Family office accounting services in Miami66
- Family office accounting services in Los Angeles63
- Family office accounting services in San Diego51
- Family office accounting services in San Francisco49
- Family office accounting services in Austin42
- Family office accounting services in Denver35
- Family office accounting services in Boca Raton27
- Family office accounting services in Boston26
- Family office accounting services in Irvine26
Questions about this company list
What does Exact match mean for family office accounting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office accounting services did RevenueBase find based in Charlotte, United States?
The saved snapshot records 32 matching company records, 245 tracked contacts and 108 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office accounting services by geography
- Family office accounting services based in Calgary, Canada
- Family office accounting services based in Mississauga, Canada
- Family office accounting services based in Montreal, Canada
- Family office accounting services based in Toronto, Canada
- Family office accounting services based in Vancouver, Canada
- Family office accounting services based in Geneva, Switzerland
- Family office accounting services based in Lugano, Switzerland
- Family office accounting services based in Zurich, Switzerland
- Family office accounting services based in Atlanta, United States
- Family office accounting services based in Austin, United States
- Family office accounting services based in Boca Raton, United States
- Family office accounting services based in Boston, United States
Cite this list
RevenueBase Data Team. Top 19 family office accounting services based in Charlotte, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-accounting-services/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office accounting services based in Calgary, Canada
- Family office accounting services based in Mississauga, Canada
- Family office accounting services based in Montreal, Canada
- Family office accounting services based in Toronto, Canada
- Family office accounting services based in Vancouver, Canada
- Family office accounting services based in Geneva, Switzerland
Company intelligence · public preview
Top 19 family office accounting services based in Charlotte, United States
RevenueBase records 32 matching company records for family office accounting services based in Charlotte, United States, with 245 tracked contacts and 108 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 family office accounting services based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Culp Elliott & Carpenter, Pllcceclaw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Miller Mcneish & Breedlove, Pllcmmbcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 38 contacts → |
“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Biltmore Family Office, LLCbiltmorefamilyoffice.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“An independent wealth advisory firm founded by our family and designed for your family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Colony Family Officescolonyfamilyoffices.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Crown Wealth Groupcrownwealthgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lb&j Certified Public Accountantslbjcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Jlpollackcpa, Pllcjlpollackcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sparta Wealth Partnersspartawp.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 6 contacts → |
“Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kingfisher Capital, Proudly Part Of Mercer Advisorskingfishercapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Todd Greene, C.P.Atoddgreenecpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Cannon Advisorscannonadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 4 contacts → |
“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Robbins Financial Grouprobbinsfinancialgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Salem Capitalsalemcapitalholdings.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Salem Capital is an experienced Family Office in Charlotte NC focusing on the management of investments in various asset classes and businesses: Commercial Real Estate and Private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Toucan Financial, INCtoucan.fi HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Toucan is a full-service advisor & multi-family office for everyone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Matters, LLCwealthmattersllc.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Family office consultant focused on planning for high net worth families, family offices and firms that serve and support them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | BGW Wealthbgwwealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | William T Shetenhelm CPAshetenhelmcpa.com HQ: Charlotte, MI, United StatesReported employees: 1-10 | Charlotte, MI, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Nottingham CPA PCnottinghamcpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“As a Full Service Accounting firm, Nottingham Tax & Accounting offers a range of services to individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Matthews Family Officematthewscpa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Virtual family office with best of class resources, we reduce taxes by 60% beyond traditional CPAs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 32 company matches
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Family office accounting services: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 32 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office accounting services by metro in the United States
- Family office accounting services in New York179
- Family office accounting services in Houston76
- Family office accounting services in Dallas74
- Family office accounting services in Chicago71
- Family office accounting services in Atlanta69
- Family office accounting services in Miami66
- Family office accounting services in Los Angeles63
- Family office accounting services in San Diego51
- Family office accounting services in San Francisco49
- Family office accounting services in Austin42
- Family office accounting services in Denver35
- Family office accounting services in Boca Raton27
- Family office accounting services in Boston26
- Family office accounting services in Irvine26
Questions about this company list
What does Exact match mean for family office accounting services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office accounting services did RevenueBase find based in Charlotte, United States?
The saved snapshot records 32 matching company records, 245 tracked contacts and 108 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 19 family office accounting services based in Charlotte, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-accounting-services/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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