Company lists · Data refreshed September 2026

Top 25 High net worth accounting firms based in Wilmington, United States

Name: High net worth accounting firms based in Wilmington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 50 companies tracked

RevenueBase identified 50 high net worth accounting firms headquartered in Wilmington, United States as of September 2026 and tracks 483 professional contacts across them, including 222 with verified work emails. Across the United States, New York is the largest hub for this category (386 companies); Wilmington has 50.

This list covers high net worth accounting firms 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 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

50Companies

483Contacts tracked

222Verified emails

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The 25 largest high net worth accounting firms based in Wilmington, United States

Ranked by team size

Top 25 of 50 high net worth accounting firms based in Wilmington, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Belfint, Lyons & Shuman, P.A	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	51-200	102 contacts →
	Partial evidence “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Source: RevenueBase Database · checked Sep 28, 2026
2	Diversified, LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	40 contacts →
	Indirect evidence “We provide intimate, intricate financial planning for busy executives and professionals.” Source: RevenueBase Database · checked Sep 28, 2026
3	JARS	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Indirect 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 28, 2026
4	Williford Houston & Co., Cpas, Pllc	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Williford, Houston & Co, CPAs, PLLC is committed to your success.” Source: RevenueBase Database · checked Sep 28, 2026
5	Riversedge Advisors, LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Source: RevenueBase Database · checked Sep 28, 2026
6	Affinity Wealth Management LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Source: RevenueBase Database · checked Sep 28, 2026
7	Live OAK Private Wealth	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “At Live Oak Private Wealth, our mission is to give our clients the wealth and investment management strategies they need in order to pursue their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
8	VAN Buren Financial Group, LLC	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Located in Wilmington, Delaware, we specialize in tax smart investing, retirement planning, individual and small business accounting, tax preparation, and tax planning.” Source: RevenueBase Database · checked Sep 28, 2026
9	Westover Capital Advisors , LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “At Westover Capital Advisors, we aim to build a rewarding and successful long-term personal relationship with every client we serve by providing individually tailored…” Source: RevenueBase Database · checked Sep 28, 2026
10	Williams Houck & Company	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Williams Humphreys & Company (WHC) is a full-service tax accounting and tax advisory firm that is redefining the roles accounting professionals play in supporting their clients’…” Source: RevenueBase Database · checked Sep 28, 2026
11	Nabell Winslow Investments & Wealth Management	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect 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 28, 2026
12	Tilia Fiduciary Partners, INC	Indirect evidence	Wilmington, United StatesHQ checked Sep 28, 2026	1-10	8 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 28, 2026
13	Woodruff & Associates CPA PC	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “We are a CPA firm that enjoys having personal connections with our clients while providing quality service.” Source: RevenueBase Database · checked Sep 28, 2026
14	Graves May, Pllc	Strong evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Graves May, PLLC is your full service Estate Planning, Asset Protection and Tax Law Firm, providing state of the art tax and legal services to North Carolina’s high-net worth…” Source: RevenueBase Database · checked Sep 28, 2026
15	PSG Financial	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Our company, PSG Financial, is a full-service investment management firm located in Wilmington, DE.” Source: RevenueBase Database · checked Sep 28, 2026
16	Wise Business Solutions	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Your business needs to fund your life: travel, adventure, education, and retirement.” Source: RevenueBase Database · checked Sep 28, 2026
17	Lumina Wealth Management	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs.” Source: RevenueBase Database · checked Sep 28, 2026
18	Daniels Tansey, LLP	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Daniels + Tansey is a privately-owned, SEC registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026
19	Maxwell Financial Firm, LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “At Maxwell Financial Firm, we believe in a holistic approach to wealth management, encompassing investment planning, risk management, tax optimization, and estate planning.” Source: RevenueBase Database · checked Sep 28, 2026
20	Chandler Nichol & Sloan, P.A	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
21	Crowley Wealth Management, INC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Crowley Wealth Management, we take a comprehensive approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
22	J. LEE Martin Ii, Cpa, P.A	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 28, 2026
23	Century TAX & Accounting	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We are a full-service Accounting firm with locations in Delaware, Pennsylvania, and Florida.” Source: RevenueBase Database · checked Sep 28, 2026
24	OLD North State Wealth Management	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “Old North State Wealth Management, LLC has the resources, experience and expertise to offer its clients a breadth of services.” Source: RevenueBase Database · checked Sep 28, 2026
25	MPW & Co., Cpas Pllc	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “McIntyre, Paradis, Wood & Co.” 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: high net worth accounting 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 high net worth accounting firms.
Partial evidence: Its own public description names part of high net worth accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name high net worth accounting 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 50 high net worth accounting firms based in Wilmington, United States

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

As of Sep 28, 2026

46.0%Verified-email coverage

9.7Average 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 Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 50 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 Wilmington, 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 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, 222 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 Wilmington, United States?

RevenueBase identified 50 high net worth accounting firms 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?

Belfint, Lyons & Shuman, P.A, headquartered in Wilmington, 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). Wilmington has 50.

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 222 verified decision-maker contacts tracked across these 50 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.