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Company lists · Data refreshed September 2026

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

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, how directly it supports the match, 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 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 HQ checked on every row Match evidence 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. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Frost LAWIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202651-20080

“Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other…”

Source: company website · checked Sep 5, 2026
2
Heimlantz Cpas & AdvisorsPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202651-20053

“HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland.”

Source: company website · checked Sep 5, 2026
3
Strategic TAX PlanningIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202651-20045

“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: company website · checked Sep 5, 2026
4
Harmony Group, INCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5039

“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: company website · checked Sep 5, 2026
5
Compass US Accountants & AdvisorsIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202651-20030

“At Compass US, we offer more than great advice.”

Source: company website · checked Sep 5, 2026
6
Novotny, Larash, Venters & Wolf LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5016

“Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.”

Source: company website · checked Sep 5, 2026
7
Davis, Josey, Keating & Ranes, LLCPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5014

“Providing clients services of tax preparation, tax planning, audits, reviews, and compilations.”

Source: company website · checked Sep 5, 2026
8
Sims & Campbell - AnnapolisIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5014

“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: company website · checked Sep 5, 2026
9
Curio WealthPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5012

“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: company website · checked Sep 5, 2026
10
Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLCPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-1012

“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: company website · checked Sep 5, 2026
11
Tmdl Cpas & ConsultantsPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-5011

“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: company website · checked Sep 5, 2026
12
Marks Wealth, LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-1010

“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: company website · checked Sep 5, 2026
13
The Harding Group, INCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-507

“We specialize in helping small businesses thrive!”

Source: company website · checked Sep 5, 2026
14
Poole Accounting LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202651-2007
Source: company website · checked Sep 5, 2026
15
HF Advisory GroupIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-107

“HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area.”

Source: company website · checked Sep 5, 2026
16
Blue Heron Financial GroupIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-105

“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: company website · checked Sep 5, 2026
17
L&m TAX GroupPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-105

“Our firm delivers exceptional service, supporting individuals and small businesses with their accounting and tax needs across all 50 states.”

Source: company website · checked Sep 5, 2026
18
Lombardo Ayers & Company, LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 202611-504

“Lombardo Ayers & Company, LLC is one of the leading firms in and throughout Annapolis, MD.”

Source: company website · checked Sep 5, 2026
19
Financeforward, LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-104

“FinanceForward is a strategic-wealth-management firm dedicated to walking alongside you at every stage of your financial journey.”

Source: company website · checked Sep 5, 2026
20
Severn Financial Advisors, LLCIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-104

“As an independent advisory firm, we take a collaborative approach to serve you properly.”

Source: company website · checked Sep 5, 2026
21
Valuewealth ServicesIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-104

“ValueWealth™ Services is an investment advisory & financial planning firm.”

Source: company website · checked Sep 5, 2026
22
Bencivenga & Associates, P.AIndirect evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-103
Source: company website · checked Sep 5, 2026
23
Leading Edge Wealth Advisors LLCPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-103

“To be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families.”

Source: company website · checked Sep 5, 2026
24
Wadsworth Financial Consulting, LLCPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-103

“We help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives.”

Source: company website · checked Sep 5, 2026
25
Juris LedgerPartial evidence
Annapolis, MD, United StatesHQ checked Sep 5, 20261-102

“Empowering small businesses for financial success through expert accounting, compliance, and strategic guidance.”

Source: company website · checked Sep 5, 2026

Showing 25 of 43 private client accounting firms based in Annapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 211 reachable decision-makers.

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

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
28
11-50
10
51-200
5

Email recency for this list is measured across the whole United States list rather than this city, 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 evidence 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 SmartSearch, 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.
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 an evidence 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

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.

Ready to reach these companies? Verified emails and direct dials for all 43 private client accounting firms based in Annapolis, United States. Start with a free account, no credit card.

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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.

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