Company lists · Data refreshed September 2026

Top 11 Financial services consultants based in Wilmington, United States

RevenueBase identified 25 financial services consultants headquartered in Wilmington, United States as of September 2026 and tracks 1,846 professional contacts across them, including 1,474 with verified work emails. New York is the largest hub.

This list covers financial services consultants headquartered in Wilmington, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 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 16, 2026 86% judged on-target in blind review
25Companies
1,846Contacts tracked
1,474Verified emails
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The 11 largest financial services consultants based in Wilmington, United States

Ranked by team size
Top 11 of 25 financial services consultants based in Wilmington, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWilmington, DE, United StatesHQ checked Sep 16, 202611-5034 contacts →

Partial evidence

“JARS is a multi-disciplinary consulting firm that supports businesses with complete financial and legal advisory and HNIs with wealth and treasury management.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceWilmington, DE, United StatesHQ checked Sep 16, 202611-5032 contacts →

Partial evidence

“AKA's role is an advocate for our clients' personal financial goals and business success.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceWilmington, DE, United StatesHQ checked Sep 16, 202611-5022 contacts →

Indirect evidence

“RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceWilmington, NC, United StatesHQ checked Sep 16, 202611-5018 contacts →

Partial evidence

“With financial confidence, security follows.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceWilmington, DE, United StatesHQ checked Sep 16, 20261-1013 contacts →

Indirect evidence

“Just about everyone has a different opinion on how you should invest or manage your money.”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceWilmington, NC, United StatesHQ checked Sep 16, 20261-1010 contacts →

Partial evidence

“Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceWilmington, NC, United StatesHQ checked Sep 16, 20261-109 contacts →

Partial evidence

“With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceWilmington, United StatesHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceWilmington, NC, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“Our mission is to help you make great financial decisions.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceWilmington, NC, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

Financial consulting and advisory services for small to medium-sized businesses and individuals.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceWilmington, DE, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Changing Incomes to Change Outcomes.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 11 of 25 financial services consultants based in Wilmington, United States

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Financial services consultants based in Wilmington, United States at a glance

As of Sep 16, 2026
79.8%Verified-email coverage
73.8Average contacts per company
1-10Median size (employees)
1268.0%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
7
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 25 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 financial services consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Wilmington, United States whose own description of what they do matches “financial services consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial services consultants, and records with no verified work email. Companies headquartered outside Wilmington are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,474 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 16, 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.

Financial services consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services consultants are there based in Wilmington, United States?

RevenueBase identified 25 financial services consultants headquartered in Wilmington, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

JARS, headquartered in Wilmington, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 1,474 verified decision-maker contacts tracked across these 25 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 16, 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.