Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Annapolis, United States

Name: Private client accounting firms based in Annapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 43 companies tracked

RevenueBase identified 43 private client accounting firms headquartered in Annapolis, United States as of September 2026 and tracks 445 professional contacts across them, including 211 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Annapolis, 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 5, 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 5, 2026 86% judged on-target in blind review

43Companies

445Contacts tracked

211Verified emails

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The 25 largest private client accounting firms based in Annapolis, United States

Ranked by team size

Top 25 of 43 private client accounting firms based in Annapolis, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client 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	Frost LAW	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	51-200	80 contacts →
	Indirect evidence “Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other…” Source: RevenueBase Database · checked Sep 5, 2026
2	Heimlantz Cpas & Advisors	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	51-200	53 contacts →
	Partial evidence “HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland.” Source: RevenueBase Database · checked Sep 5, 2026
3	Strategic TAX Planning	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	51-200	45 contacts →
	Indirect evidence “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Source: RevenueBase Database · checked Sep 5, 2026
4	Harmony Group, INC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	39 contacts →
	Indirect evidence “Founded and based in the Washington, DC area, Harmony Group’s team of experts has provided financial leadership, guidance, and advice to individuals, families, businesses, and…” Source: RevenueBase Database · checked Sep 5, 2026
5	Compass US Accountants & Advisors	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	51-200	30 contacts →
	Indirect evidence “At Compass US, we offer more than great advice.” Source: RevenueBase Database · checked Sep 5, 2026
6	Novotny, Larash, Venters & Wolf LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	16 contacts →
	Indirect evidence “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Source: RevenueBase Database · checked Sep 5, 2026
7	Davis, Josey, Keating & Ranes, LLC	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Partial evidence “Providing clients services of tax preparation, tax planning, audits, reviews, and compilations.” Source: RevenueBase Database · checked Sep 5, 2026
8	Sims & Campbell - Annapolis	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	14 contacts →
	Indirect evidence “At Sims & Campbell, our estate planning lawyers advise individuals and families on transferring wealth by will, trust or gift, administering estates, and pursuing or defending…” Source: RevenueBase Database · checked Sep 5, 2026
9	Curio Wealth	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Partial evidence “Curio Wealth is a fee-only financial advisory firm that creates value for clients by simplifying the complexities of their financial lives through integrated financial planning…” Source: RevenueBase Database · checked Sep 5, 2026
10	Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLC	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	12 contacts →
	Partial evidence “Complete Reliable Solutions At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since Most of our clients are individuals and companies…” Source: RevenueBase Database · checked Sep 5, 2026
11	Tmdl Cpas & Consultants	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	11 contacts →
	Partial evidence “Toal, Murray, Day & Lalor, LLC.(TMDL) is a full-service Certified Public Accounting practice, which is dedicated to meeting the needs of today's busy professionals.” Source: RevenueBase Database · checked Sep 5, 2026
12	Marks Wealth, LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	10 contacts →
	Indirect evidence “Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals.” Source: RevenueBase Database · checked Sep 5, 2026
13	The Harding Group, INC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence “We specialize in helping small businesses thrive!” Source: RevenueBase Database · checked Sep 5, 2026
14	Poole Accounting LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	51-200	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
15	HF Advisory Group	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area.” Source: RevenueBase Database · checked Sep 5, 2026
16	Blue Heron Financial Group	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “At Blue Heron Financial, we believe that exceptional service is the cornerstone of success in the financial services industry-and the defining factor that sets us apart.” Source: RevenueBase Database · checked Sep 5, 2026
17	L&m TAX Group	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “Our firm delivers exceptional service, supporting individuals and small businesses with their accounting and tax needs across all 50 states.” Source: RevenueBase Database · checked Sep 5, 2026
18	Lombardo Ayers & Company, LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Indirect evidence “Lombardo Ayers & Company, LLC is one of the leading firms in and throughout Annapolis, MD.” Source: RevenueBase Database · checked Sep 5, 2026
19	Financeforward, LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “FinanceForward is a strategic-wealth-management firm dedicated to walking alongside you at every stage of your financial journey.” Source: RevenueBase Database · checked Sep 5, 2026
20	Severn Financial Advisors, LLC	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “As an independent advisory firm, we take a collaborative approach to serve you properly.” Source: RevenueBase Database · checked Sep 5, 2026
21	Valuewealth Services	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “ValueWealth™ Services is an investment advisory & financial planning firm.” Source: RevenueBase Database · checked Sep 5, 2026
22	Bencivenga & Associates, P.A	Indirect evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
23	Leading Edge Wealth Advisors LLC	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “To be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families.” Source: RevenueBase Database · checked Sep 5, 2026
24	Wadsworth Financial Consulting, LLC	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “We help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives.” Source: RevenueBase Database · checked Sep 5, 2026
25	Juris Ledger	Partial evidence	Annapolis, MD, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Empowering small businesses for financial success through expert accounting, compliance, and strategic guidance.” Source: RevenueBase Database · checked Sep 5, 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: private client 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 private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client 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 43 private client accounting firms based in Annapolis, United States

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Private client accounting firms based in Annapolis, United States at a glance

As of Sep 5, 2026

47.4%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

1511.6%Largest-city concentration · New York

Sep 5, 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 Annapolis, so it is reported there. Company counts and contact totals on this page are exact for Annapolis, over 43 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 private client 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 Annapolis, United States whose own description of what they do matches “private client 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 private client 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 private client accounting firms, and records with no verified work email. Companies headquartered outside Annapolis 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, 211 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 5, 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.

Private client 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 private client 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 private client accounting firms are there based in Annapolis, United States?

RevenueBase identified 43 private client accounting firms headquartered in Annapolis, 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?

Frost LAW, headquartered in Annapolis, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 211 verified decision-maker contacts tracked across these 43 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 5, 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.