Company lists · Data refreshed September 2026

Top 22 High net worth accounting firms based in Lexington, United States

RevenueBase identified 33 high net worth accounting firms headquartered in Lexington, United States as of September 2026 and tracks 220 professional contacts across them, including 94 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Lexington has 33.

This list covers high net worth accounting firms headquartered in Lexington, 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
33Companies
220Contacts tracked
94Verified emails
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The 22 largest high net worth accounting firms based in Lexington, United States

Ranked by team size
Top 22 of 33 high net worth accounting firms based in Lexington, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to high net worth accounting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 202611-5061 contacts →

Indirect evidence

“MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“FWK & Associates PLLC is an accounting firm based out of Lexington, Kentucky.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“In these uncertain times, it’s hard to know how to make your wealth endure.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“We utilize a team approach within our office and network of professionals to meet your family’s unique planning needs.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“At High Knoll Wealth Advisors, we understand that the full potential of your wealth is as unique and complex as you are.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Providing the highest level of wealth management, tax planning and business management services for professional athletes.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 202651-2007 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions-retirement, business exits, inheritance, and legacy…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Based in Lexington, KY, Salomon & Company is a financial services organization, serving the strategic planning needs of families and small businesses for over 38 years.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Real Books CPA is a virtual accounting firm specializing in proactive tax strategy and financial clarity for small business owners, independent contractors, and investors.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceLexington, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“We believe in the value of relationships.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceLexington, MA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Asio Capital is a company based out of Lexington, KY, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“SizemoreTucker, PLLC provides outsourced client accounting, tax compliance / planning, outsourced payroll processing, and business valuation services.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“J.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceLexington, SC, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceLexington, SC, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Trusted Advocates & Stewards of Wealth You work hard and deserve a partner you can trust to protect and grow your assets.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“At Powerful Legacy we are truly about our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We are a full service accounting firm located in Lexington KY.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceLexington, KY, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We provide tax, accounting, payroll, audit, and business valuation services.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 33 high net worth accounting firms based in Lexington, United States

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High net worth accounting firms based in Lexington, United States at a glance

As of Sep 28, 2026
42.7%Verified-email coverage
6.7Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than for Lexington, so it is reported there. Company counts and contact totals on this page are exact for Lexington, over 33 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 high net worth accounting 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 Lexington, United States whose own description of what they do matches “high net worth accounting 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 high net worth accounting 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 high net worth accounting firms, and records with no verified work email. Companies headquartered outside Lexington 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, 94 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.

High net worth accounting 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 high net worth accounting 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 high net worth accounting firms are there based in Lexington, United States?

RevenueBase identified 33 high net worth accounting firms headquartered in Lexington, 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?

MCF, headquartered in Lexington, tops this list with the largest team on record.

Which city in the United States has the most high net worth accounting firms?

New York leads the United States with 386 headquartered companies, followed by Houston (222) and Atlanta (192). Lexington has 33.

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 94 verified decision-maker contacts tracked across these 33 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.