Company lists · Data refreshed September 2026

Top 16 Financial management consulting firms based in Columbia, United States

Name: Financial management 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 25 companies tracked

RevenueBase identified 25 company matches for financial management consulting firms associated with Columbia, United States as of September 2026 and tracks 109 professional contacts across them, including 64 with verified work emails. Across the United States, New York is the largest hub for this category (341 companies); Columbia has 25.

This list covers company matches for financial management consulting 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 September 28, 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 Sep 28, 2026 How this list was built

25Companies

109Contacts tracked

64Verified emails

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The 16 largest financial management consulting firms based in Columbia, United States

Ranked by team size

Top 16 of 25 company matches for financial management consulting firms based in Columbia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Evergreen Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	50 contacts →
	Exact match “About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Williamson & Associates	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
3	Optimized CFO Controller Services	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Optimized CFO serves our clients as a trusted financial advisor, with the ultimate goal of providing you with accurate, understandable financial information.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Wagener-Lee, Wealth Advisors LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Clearview Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
6	Offit Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Ore3	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
9	Sigma Accountants LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Most healthpreneurs struggle to keep their financial records up to date and protect their practices against surprise tax bills, low-profit margins, and ballooning expenses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Fletching Capital	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Fletching Capital is a financial services firm focused on valuation, outsourced financial services, and M&A transactions in the lower middle market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Theus Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Inlumin	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	MCQ Advisory LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “MCQ Advisory, a proven, trusted corporate finance consulting firm, specializes in tailored financial solutions that drive growth, optimize operations, and maximize bottom lines.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Accounting Edge Consulting	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “At Accounting Edge Consulting, we provide experienced, client-focused accounting and financial management services for organizations that need reliable, executive-level support…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	LIM Financial Group	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Mountain Sight Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “People Empowering Process Efficiency Systems Integration” Recorded in the RevenueBase company graph · Sep 28, 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 “financial management consulting 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 16 of 25 financial management consulting firms based in Columbia, United States

See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial management consulting firms based in Columbia, United States at a glance

As of Sep 28, 2026

58.7%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 25 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 “financial management consulting 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 64 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 28, 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.

Financial management consulting 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 “financial management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management consulting firms are there based in Columbia, United States?

RevenueBase identified 25 company matches for financial management consulting firms associated with Columbia, 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?

Evergreen 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 financial management consulting firms?

New York leads the United States with 341 company records, followed by Chicago (149) and Houston (135). Columbia has 25.

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 64 professional contacts with verified work emails tracked across these 25 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 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 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.