Company lists · Data refreshed September 2026

Top 24 Private client accounting firms based in Charleston, United States

Name: Private client accounting firms based in Charleston, 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 Charleston, United States as of September 2026 and tracks 314 professional contacts across them, including 149 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Charleston has 43.

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, 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

314Contacts tracked

149Verified emails

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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. 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	Suttle & Stalnaker Pllc	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 5, 2026	51-200	103 contacts →
	Indirect evidence “Suttle & Stalnaker is West Virginia's largest locally-owned CPA firm, located in Charleston, Huntington, Morgantown, and Parkersburg.” Source: RevenueBase Database · checked Sep 5, 2026
2	Brown Hiers Kinder, LLC	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	11-50	21 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
3	Vandalia Wealth Management	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 5, 2026	11-50	16 contacts →
	Indirect evidence “Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and…” Source: RevenueBase Database · checked Sep 5, 2026
4	Harbor Financial Group, LLC	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	15 contacts →
	Partial evidence “We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth.” Source: RevenueBase Database · checked Sep 5, 2026
5	Anderson Growth Partners	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	12 contacts →
	Indirect evidence “Located in Birmingham, Alabama, and Charleston, South Carolina, Anderson Growth Partners is an investment management company that provides investment and strategic advisory…” Source: RevenueBase Database · checked Sep 5, 2026
6	Hutto, Preston & Associates, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	11-50	10 contacts →
	Indirect evidence “Hutto, Preston & Associates, LLC is a full service CPA firm that has been serving the Lowcountry for over 30 years.” Source: RevenueBase Database · checked Sep 5, 2026
7	Ballast Rock Private Wealth	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “Ballast Rock Private Wealth is an independent, SEC-registered investment advisor based in Charleston, South Carolina.” Source: RevenueBase Database · checked Sep 5, 2026
8	Charleston Financial Advisors, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “At Charleston Financial Advisors, we understand your financial planning and investment needs are unique.” Source: RevenueBase Database · checked Sep 5, 2026
9	Coastal Strategic Capital	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “After years of client collaboration at our previous firm, our founders sought out to build something different.” Source: RevenueBase Database · checked Sep 5, 2026
10	Prosperity Capital Advisors Charleston - Palo Alto	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies…” Source: RevenueBase Database · checked Sep 5, 2026
11	Affluence Financial Group	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Warren Capital Group	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Warren Capital Group is a wealth management company servicing individuals and institutions throughout the nation.” Source: RevenueBase Database · checked Sep 5, 2026
13	PGI Financial Services, INC	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “At PGI Financial Services, our mission is to help our clients achieve financial confidence.” Source: RevenueBase Database · checked Sep 5, 2026
14	Jarrard, Nowell And Russell, LLC	Strong evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	11-50	4 contacts →
	Strong evidence “Founded in 2005, Jarrard, Nowell & Russell, LLC, looks beyond traditional accounting roles to work in close partnership with its clients.” Source: RevenueBase Database · checked Sep 5, 2026
15	Welch, Roberts, Amburn & Hutto, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	11-50	2 contacts →
	Indirect evidence “Welch, Roberts, Amburn & Hutto, LLC is a full service CPA firm that has been serving the Lowcountry for over 30 years.” Source: RevenueBase Database · checked Sep 5, 2026
16	Hoffman & Hoffman, Cpa, P.A	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
17	Killen & Associates, Cpas, PA	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Killen & Associates, CPAs, PA is a full service accounting firm founded in 1975.” Source: RevenueBase Database · checked Sep 5, 2026
18	Rollins Cleavenger & Rollins	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 5, 2026	11-50	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
19	The CMB Company, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “One firm.” Source: RevenueBase Database · checked Sep 5, 2026
20	Onyx Tax, LLC	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Partial evidence “Onyx Tax, LLC is a boutique tax and accounting firm serving small to medium-sized business owners since 2016.” Source: RevenueBase Database · checked Sep 5, 2026
21	Welch, Roberts & Amburn LLP	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	11-50	1 contacts →
	Indirect evidence “Welch, Roberts & Amburn, LLP is a full service CPA firm that has been serving the Lowcountry for over 30 years.” Source: RevenueBase Database · checked Sep 5, 2026
22	Richard B. Homes, Cpa, LLC	Indirect evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Located near the heart of Charleston, SC, Richard B.” Source: RevenueBase Database · checked Sep 5, 2026
23	Accountfin	Partial evidence	Charleston, SC, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “AccountFin is a fully outsourced accounting and finance provider for service-based businesses, medical offices, and real estate investors.” Source: RevenueBase Database · checked Sep 5, 2026
24	Andy Richardson Group	Indirect evidence	Charleston, WV, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Indirect evidence “Andy Richardson Group solves problems.” 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 24 of 43 private client accounting firms based in Charleston, United States

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

As of Sep 5, 2026

47.5%Verified-email coverage

7.3Average 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 Charleston, 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 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 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.
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 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 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, 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

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 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 in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Charleston has 43.

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.

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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.