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 company matches for private client accounting firms associated with Annapolis, United States as of September 2026 and tracks 445 professional contacts across them, including 211 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Annapolis has 43.

This list covers company matches for private client accounting firms associated with Annapolis, 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 5, 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 5, 2026 How this list was built

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 company matches for private client accounting firms based in Annapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 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	Frost LAW	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	51-200	80 contacts →
	Exact match “Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Heimlantz Cpas & Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	51-200	53 contacts →
	Exact match “HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	51-200	45 contacts →
	Exact match “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Harmony Group, INC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	39 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Compass US Accountants & Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	51-200	30 contacts →
	Exact match “At Compass US, we offer more than great advice.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Novotny, Larash, Venters & Wolf LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	16 contacts →
	Exact match “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Davis, Josey, Keating & Ranes, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “Providing clients services of tax preparation, tax planning, audits, reviews, and compilations.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Sims & Campbell - Annapolis	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Curio Wealth	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Tmdl Cpas & Consultants	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Marks Wealth, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	The Harding Group, INC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	7 contacts →
	Exact match “We specialize in helping small businesses thrive!” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Poole Accounting LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	51-200	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	HF Advisory Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	7 contacts →
	Exact match “HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Blue Heron Financial Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	L&m TAX Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “Our firm delivers exceptional service, supporting individuals and small businesses with their accounting and tax needs across all 50 states.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Lombardo Ayers & Company, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	11-50	4 contacts →
	Exact match “Lombardo Ayers & Company, LLC is one of the leading firms in and throughout Annapolis, MD.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Financeforward, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “FinanceForward is a strategic-wealth-management firm dedicated to walking alongside you at every stage of your financial journey.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Severn Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “As an independent advisory firm, we take a collaborative approach to serve you properly.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Valuewealth Services	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “ValueWealth™ Services is an investment advisory & financial planning firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Bencivenga & Associates, P.A	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
23	Leading Edge Wealth Advisors LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “To be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
24	Wadsworth Financial Consulting, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “We help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
25	Juris Ledger	Exact match	Annapolis, MD, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Empowering small businesses for financial success through expert accounting, compliance, and strategic guidance.” Recorded in the RevenueBase company graph · Sep 5, 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 “private client accounting 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 25 of 43 private client accounting firms based in Annapolis, United States

See the full list, filter by size, metro and specialty, and access 211 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Annapolis, United States whose business descriptions match “private client accounting 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 211 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 5, 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.

Private client accounting 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 “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 43 company matches for private client accounting firms associated with Annapolis, 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?

Frost LAW 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 private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Annapolis has 43.

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 211 professional contacts with verified work emails tracked across these 43 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 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 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.