Company lists · Data refreshed September 2026

Top 16 Private client accounting firms based in Cary, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 36 companies tracked

RevenueBase identified 36 private client accounting firms headquartered in Cary, United States as of September 2026 and tracks 115 professional contacts across them, including 38 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Cary, 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

36Companies

115Contacts tracked

38Verified emails

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The 16 largest private client accounting firms based in Cary, United States

Ranked by team size

Top 16 of 36 private client accounting firms based in Cary, 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.
#	Company	Headquarters	Employees	Contacts
1	Stonegate FinancialPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	9
	“Established in 2005, Stonegate Financial began with a simple vision to place client interests first.” Source: company website · checked Sep 5, 2026
2	Crescent Private WealthPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	9
	“At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions.” Source: company website · checked Sep 5, 2026
3	Brummett & Gonzalez, Cpas, PCIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Brummett & Gonzalez, CPA’s, PC we look forward to working with entrepreneurships and small businesses as well as individuals.” Source: company website · checked Sep 5, 2026
4	Smith & Smith CPAPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“There are many CPA/Accounting firms in the Cary & Raleigh area.” Source: company website · checked Sep 5, 2026
5	Trust Company Of North Carolina TcncPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	501-1,000	4
	“Trust Company of North Carolina (TCNC) is a privately owned wealth management planning firm.” Source: company website · checked Sep 5, 2026
6	DU LAC Wealth ServicesIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“Du Lac Wealth Services is dedicated to helping you achieve your goals with thoughtful strategies and custom portfolios.” Source: company website · checked Sep 5, 2026
7	Human Accounting PartnersPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	4
	“At Human Accounting Partners, we specialize in small-to-medium business accounting, payroll management, and tax compliance reporting.” Source: company website · checked Sep 5, 2026
8	TAM Accounting INCPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	11-50	4
	“TAM Accounting is a professional tax, accounting, and advisory services for individuals, entrepreneurs, and global companies expanding to the United States.” Source: company website · checked Sep 5, 2026
9	Stan P. Moore Cpa, PllcIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	3
	“Our firm brings tax, financial, consulting, and planning to local individuals and businesses.” Source: company website · checked Sep 5, 2026
10	Joyce And Company CPAIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	3
	Source: company website · checked Sep 5, 2026
11	Williams Wealth ManagementIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	2
	“Robert Williams, CFF®,CWS®, CIC® Financial Planner.” Source: company website · checked Sep 5, 2026
12	Scarboroughrigsbee PllcStrong evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	2
	“ScarboroughRigsbee PLLC is a boutique tax and accounting firm located in the Triangle area of NC serving clients locally and beyond.” Source: company website · checked Sep 5, 2026
13	Cardinal Hill Wealth ManagementIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	2
	“Financial Planning for Retirees, Entrepreneurs, and Working Professionals.” Source: company website · checked Sep 5, 2026
14	Green-Krist, CPA PllcPartial evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	2
	“Green-Krist, CPA PLLC is licensed in NC and specializes in tax, accounting, and advisory services.” Source: company website · checked Sep 5, 2026
15	ECN Legacy AdvisorsIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	1
	“At ECN Legacy Advisors, we believe financial planning should be as unique as the individuals and families we serve.” Source: company website · checked Sep 5, 2026
16	Family Legacy TAX SolutionsIndirect evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	1-10	1
	“Independent tax preparation and filing.” Source: company website · checked Sep 5, 2026

Showing 16 of 36 private client accounting firms based in Cary, United States

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Private client accounting firms based in Cary, 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

11-50

501-1,000

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 Cary, over 36 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 Cary, 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 Cary 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, 38 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 Cary, United States?

RevenueBase identified 36 private client accounting firms headquartered in Cary, 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?

Stonegate Financial, headquartered in Cary, 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 38 verified decision-maker contacts tracked across these 36 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 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.