Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in Columbia, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 46 companies tracked

RevenueBase identified 46 finance consulting firms headquartered in Columbia, United States as of September 2026 and tracks 281 professional contacts across them, including 139 with verified work emails. Across the United States, New York is the largest hub for this category (535 companies); Columbia has 46.

This list covers finance consulting firms headquartered in Columbia, 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 28, 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 28, 2026 86% judged on-target in blind review

46Companies

281Contacts tracked

139Verified emails

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The 25 largest finance consulting firms based in Columbia, United States

Ranked by team size

Top 25 of 46 finance consulting firms based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: 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	Bauknight Pietras & Stormer, P.A	Partial evidence	Columbia, SC, United StatesHQ checked Sep 28, 2026	51-200	72 contacts →
	Partial evidence “For over 25 years, Bauknight Pietras & Stormer, PA, has been one of the Southeast’s largest and most trusted accounting and consulting firms, using our extensive experience in…” Source: RevenueBase Database · checked Sep 28, 2026
2	Labrunerie Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	16 contacts →
	Indirect evidence “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Source: RevenueBase Database · checked Sep 28, 2026
3	Convergence Wealth	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.” Source: RevenueBase Database · checked Sep 28, 2026
4	Metropolitan Wealth Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 28, 2026
5	JK Financial	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Source: RevenueBase Database · checked Sep 28, 2026
6	Phoenix Private Wealth	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Source: RevenueBase Database · checked Sep 28, 2026
7	Vision Wealth Partners	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “We believe that the right people, following the right process, can produce the right results.” Source: RevenueBase Database · checked Sep 28, 2026
8	Convergence Companies	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Convergence Companies combines a multitude of essential, financial-related services into a single, integrated environment.” Source: RevenueBase Database · checked Sep 28, 2026
9	Triada Advisors	Partial evidence	Columbia, IL, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Source: RevenueBase Database · checked Sep 28, 2026
10	The Mcdaniel Corporation The Retirement Planning Specialists	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…” Source: RevenueBase Database · checked Sep 28, 2026
11	Williamson & Associates	Partial evidence	Columbia, SC, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “We have been meeting the financial needs of individuals and businesses for over 35 years.” Source: RevenueBase Database · checked Sep 28, 2026
12	Optimized CFO Controller Services	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Optimized CFO serves our clients as a trusted financial advisor, with the ultimate goal of providing you with accurate, understandable financial information.” Source: RevenueBase Database · checked Sep 28, 2026
13	Wagener-Lee, Wealth Advisors LLC	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Source: RevenueBase Database · checked Sep 28, 2026
14	Clearview Wealth Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Our goal is to provide families and business owners with assistance in building their financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
15	Ore3	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for.” Source: RevenueBase Database · checked Sep 28, 2026
16	Janoskie Financial & Associates	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Source: RevenueBase Database · checked Sep 28, 2026
17	Truman Wealth Advisors	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
18	CBC Financial	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Put more wealth in your pocket and minimize your tax liability.” Source: RevenueBase Database · checked Sep 28, 2026
19	Milestone Wealth Advisors David Grookett & Zach Coggins	Partial evidence	Columbia, SC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “David and Zach are committed to helping you pursue your long-term financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
20	Lynch Retirement Investment Group LLC	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “The Lynch Retirement Investment Group was established by John M.” Source: RevenueBase Database · checked Sep 28, 2026
21	Theus Wealth Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Source: RevenueBase Database · checked Sep 28, 2026
22	Trek Wealth Planning	Partial evidence	Columbia, MO, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Source: RevenueBase Database · checked Sep 28, 2026
23	Inlumin	Partial evidence	Columbia, SC, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Our goal is to partner alongside your team, casting light upon the value within by providing hands-on financial advisory services, strengthening your financial team and processes…” Source: RevenueBase Database · checked Sep 28, 2026
24	MCQ Advisory LLC	Strong evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “MCQ Advisory, a proven, trusted corporate finance consulting firm, specializes in tailored financial solutions that drive growth, optimize operations, and maximize bottom lines.” Source: RevenueBase Database · checked Sep 28, 2026
25	LIM Financial Group	Partial evidence	Columbia, MD, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” Source: RevenueBase Database · checked Sep 28, 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: finance consulting firms. 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 finance consulting firms.
Partial evidence: Its own public description names part of finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance consulting firms. 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 46 finance consulting firms based in Columbia, United States

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Finance consulting firms based in Columbia, United States at a glance

As of Sep 28, 2026

49.5%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Sep 28, 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 46 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 finance consulting firms, 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 Columbia, United States whose own description of what they do matches “finance consulting firms”. 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 finance consulting firms), 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 finance consulting firms, and records with no verified work email. Companies headquartered outside Columbia 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, 139 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 28, 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.

Finance consulting firms 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 finance consulting firms, 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 finance consulting firms are there based in Columbia, United States?

RevenueBase identified 46 finance consulting firms headquartered in Columbia, 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?

Bauknight Pietras & Stormer, P.A, headquartered in Columbia, tops this list with the largest team on record.

Which city in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, followed by Chicago (194) and Houston (190). Columbia has 46.

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 139 verified decision-maker contacts tracked across these 46 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 28, 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.