Skip to main content

Company lists · Data refreshed September 2026

Top 24 Private client accounting firms based in Charleston, 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 Charleston, United States as of September 2026 and tracks 314 professional contacts across them, including 149 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Charleston, 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
314Contacts tracked
149Verified emails
Unlock all 43 companies Free signup · no credit card · 500 free credits

The 24 largest private client accounting firms based in Charleston, United States

Ranked by team size
Top 24 of 43 private client accounting firms based in Charleston, 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
Suttle & Stalnaker PllcIndirect evidence
Charleston, WV, United StatesHQ checked Sep 5, 202651-200103

“Suttle & Stalnaker is West Virginia's largest locally-owned CPA firm, located in Charleston, Huntington, Morgantown, and Parkersburg.”

Source: company website · checked Sep 5, 2026
2
Brown Hiers Kinder, LLCPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 202611-5021

“Founded in 2017, Brown Hiers Kinder, LLC (BHK) is a boutique accounting firm providing tax, assurance and consulting services to high-net-worth individuals and businesses across…”

Source: company website · checked Sep 5, 2026
3
Vandalia Wealth ManagementIndirect evidence
Charleston, WV, United StatesHQ checked Sep 5, 202611-5016

“Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and…”

Source: company website · checked Sep 5, 2026
4
Harbor Financial Group, LLCPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-1015

“We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth.”

Source: company website · checked Sep 5, 2026
5
Anderson Growth PartnersIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-1012

“Located in Birmingham, Alabama, and Charleston, South Carolina, Anderson Growth Partners is an investment management company that provides investment and strategic advisory…”

Source: company website · checked Sep 5, 2026
6
Hutto, Preston & Associates, LLCIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 202611-5010

“Hutto, Preston & Associates, LLC is a full service CPA firm that has been serving the Lowcountry for over 30 years.”

Source: company website · checked Sep 5, 2026
7
Ballast Rock Private WealthPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-108

“Ballast Rock Private Wealth is an independent, SEC-registered investment advisor based in Charleston, South Carolina.”

Source: company website · checked Sep 5, 2026
8
Charleston Financial Advisors, LLCIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-106

“At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.”

Source: company website · checked Sep 5, 2026
9
Coastal Strategic CapitalPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-106

“After years of client collaboration at our previous firm, our founders sought out to build something different.”

Source: company website · checked Sep 5, 2026
10
Prosperity Capital Advisors Charleston - Palo AltoIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-105

“Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies…”

Source: company website · checked Sep 5, 2026
11
Affluence Financial GroupIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-105
Source: company website · checked Sep 5, 2026
12
Warren Capital GroupIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-105

“Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.”

Source: company website · checked Sep 5, 2026
13
PGI Financial Services, INCPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-104

“At PGI Financial Services, our mission is to help our clients achieve financial confidence.”

Source: company website · checked Sep 5, 2026
14
Jarrard, Nowell And Russell, LLCStrong evidence
Charleston, SC, United StatesHQ checked Sep 5, 202611-504

“Founded in 2005, Jarrard, Nowell & Russell, LLC, looks beyond traditional accounting roles to work in close partnership with its clients.”

Source: company website · checked Sep 5, 2026
15
Welch, Roberts, Amburn & Hutto, LLCIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 202611-502

“Welch, Roberts, Amburn & Hutto, LLC is a full service CPA firm that has been serving the Lowcountry for over 30 years.”

Source: company website · checked Sep 5, 2026
16
Hoffman & Hoffman, Cpa, P.AIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-102
Source: company website · checked Sep 5, 2026
17
Killen & Associates, Cpas, PAPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-102

“Killen & Associates, CPAs, PA is a full service accounting firm founded in 1975.”

Source: company website · checked Sep 5, 2026
18
Rollins Cleavenger & RollinsIndirect evidence
Charleston, WV, United StatesHQ checked Sep 5, 202611-502
Source: company website · checked Sep 5, 2026
19
The CMB Company, LLCIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-102

“One firm.”

Source: company website · checked Sep 5, 2026
20
Onyx Tax, LLCPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-102

“Onyx Tax, LLC is a boutique tax and accounting firm serving small to medium-sized business owners since 2016.”

Source: company website · checked Sep 5, 2026
21
Welch, Roberts & Amburn LLPIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 202611-501

“Welch, Roberts & Amburn, LLP is a full service CPA firm that has been serving the Lowcountry for over 30 years.”

Source: company website · checked Sep 5, 2026
22
Richard B. Homes, Cpa, LLCIndirect evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-101

“Located near the heart of Charleston, SC, Richard B.”

Source: company website · checked Sep 5, 2026
23
AccountfinPartial evidence
Charleston, SC, United StatesHQ checked Sep 5, 20261-101

“AccountFin is a fully outsourced accounting and finance provider for service-based businesses, medical offices, and real estate investors.”

Source: company website · checked Sep 5, 2026
24
Andy Richardson GroupIndirect evidence
Charleston, WV, United StatesHQ checked Sep 5, 20261-101

“Andy Richardson Group solves problems.”

Source: company website · checked Sep 5, 2026

Showing 24 of 43 private client accounting firms based in Charleston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 149 reachable decision-makers.

Free signup · no credit card

See all 43 companies

Private client accounting firms based in Charleston, 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
30
11-50
11
51-200
1

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 Charleston, 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 Charleston, 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 Charleston 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, 149 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 Charleston, United States?

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

Suttle & Stalnaker Pllc, headquartered in Charleston, 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 149 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 Charleston, United States. Start with a free account, no credit card.

Get the full list

Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

More company lists