Company lists · Data refreshed September 2026
Top 25 Private client accounting firms based in Charlotte, United States
RevenueBase identified 176 company matches for private client accounting firms associated with Charlotte, United States as of September 2026 and tracks 1,104 professional contacts across them, including 445 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Charlotte has 176.
This list covers company matches for private client accounting firms associated with Charlotte, 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.
The 25 largest private client accounting firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 173 contacts → | ||||
Exact match “GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 56 contacts → | ||||
Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 30 contacts → | ||||
Exact match “At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “An independent wealth advisory firm founded by our family and designed for your family.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 29 contacts → | ||||
Exact match “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Fisher, P.A.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Business and Individual tax planning and tax preparation.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “At GBK Advisors, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Established in 1978, we are a regional public accounting firm serving clients across the US, the UK, Europe, Jordan and beyond.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Kohari Gonzalez Oneyear & Brown PLLC is a full-service accounting firm serving clients throughout Charlotte, Mooresville and Winston Salem and the surrounding areas, dedicated to…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” 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 176 private client accounting firms based in Charlotte, United States
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Private client accounting firms based in Charlotte, United States at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 176 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 Charlotte, 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 445 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
- Private client accounting firms in New York650
- Private client accounting firms in Houston422
- Private client accounting firms in Atlanta329
- Private client accounting firms in Chicago303
- Private client accounting firms in Dallas281
- Private client accounting firms in Los Angeles258
- Private client accounting firms in San Diego255
- Private client accounting firms in Miami254
- Private client accounting firms in Austin234
- Private client accounting firms in Denver185
- Private client accounting firms in Scottsdale172
- Private client accounting firms in San Francisco169
- Private client accounting firms in Tampa156
- Private client accounting firms in Irvine150
- Private client accounting firms in Phoenix148
- Private client accounting firms in Cincinnati140
- Private client accounting firms in Orlando139
- Private client accounting firms in Portland134
- Private client accounting firms in Boston133
- Private client accounting firms in San Antonio128
- Private client accounting firms in Seattle123
- Private client accounting firms in Boca Raton122
- Private client accounting firms in Indianapolis120
- Private client accounting firms in Las Vegas118
- Private client accounting firms in St. Louis117
- Private client accounting firms in Columbus111
- Private client accounting firms in Jacksonville108
- Private client accounting firms in Raleigh105
- Private client accounting firms in Pittsburgh103
- Private client accounting firms in Columbia100
- Private client accounting firms in Rochester96
- Private client accounting firms in Fort Worth94
- Private client accounting firms in Greenville94
- Private client accounting firms in Newport Beach93
- Private client accounting firms in Bellevue90
- Private client accounting firms in Louisville90
- Private client accounting firms in Wilmington90
- Private client accounting firms in Birmingham87
- Private client accounting firms in San Jose86
- Private client accounting firms in Grand Rapids85
- Private client accounting firms in Richmond83
- Private client accounting firms in Omaha82
- Private client accounting firms in Overland Park82
- Private client accounting firms in Colorado Springs80
- Private client accounting firms in Minneapolis80
- Private client accounting firms in Philadelphia80
- Private client accounting firms in Nashville79
- Private client accounting firms in Springfield77
- Private client accounting firms in Fort Lauderdale76
- Private client accounting firms in Plano75
- Private client accounting firms in Salt Lake City74
- Private client accounting firms in Tucson72
- Private client accounting firms in Coral Gables71
- Private client accounting firms in Madison71
- Private client accounting firms in Washington71
- Private client accounting firms in Lexington70
- Private client accounting firms in Oklahoma City68
- Private client accounting firms in Troy68
- Private client accounting firms in Melville67
- Private client accounting firms in Alpharetta66
- Private client accounting firms in Cleveland66
- Private client accounting firms in Glendale66
- Private client accounting firms in Sarasota66
- Private client accounting firms in Tulsa66
- Private client accounting firms in Knoxville65
- Private client accounting firms in Greenwood Village64
- Private client accounting firms in Pasadena61
- Private client accounting firms in Roseville61
- Private client accounting firms in Baton Rouge57
- Private client accounting firms in Fort Collins57
- Private client accounting firms in Frisco56
- Private client accounting firms in Sacramento56
- Private client accounting firms in Woodland Hills56
- Private client accounting firms in Memphis55
- Private client accounting firms in Naples54
- Private client accounting firms in Plymouth54
- Private client accounting firms in Walnut Creek53
- Private client accounting firms in Alexandria52
- Private client accounting firms in Naperville51
- Private client accounting firms in Virginia Beach51
- Private client accounting firms in Reno50
- Private client accounting firms in Baltimore49
- Private client accounting firms in Brentwood49
- Private client accounting firms in Rockville49
- Private client accounting firms in Albuquerque48
- Private client accounting firms in Brooklyn48
- Private client accounting firms in Kansas City47
- Private client accounting firms in Lafayette47
- Private client accounting firms in Beverly Hills46
- Private client accounting firms in Fayetteville46
- Private client accounting firms in Greensboro46
- Private client accounting firms in Franklin45
- Private client accounting firms in Westlake Village45
- Private client accounting firms in Wichita44
- Private client accounting firms in Annapolis43
- Private client accounting firms in Arlington43
- Private client accounting firms in Charleston43
- Private client accounting firms in Woodbury43
- Private client accounting firms in Boise42
- Private client accounting firms in Boulder42
- Private client accounting firms in Fort Myers42
- Private client accounting firms in Lincoln42
- Private client accounting firms in Marietta42
- Private client accounting firms in Salem42
- Private client accounting firms in Torrance42
- Private client accounting firms in Concord41
- Private client accounting firms in Fairfax41
- Private client accounting firms in Fort Wayne41
- Private client accounting firms in Lakewood41
- Private client accounting firms in Littleton41
- Private client accounting firms in Mesa41
- Private client accounting firms in Northbrook41
- Private client accounting firms in The Woodlands41
- Private client accounting firms in Chandler40
- Private client accounting firms in Encino40
- Private client accounting firms in Lake Oswego40
- Private client accounting firms in Honolulu39
- Private client accounting firms in Jackson39
- Private client accounting firms in West Palm Beach39
- Private client accounting firms in Bethesda38
- Private client accounting firms in Chesterfield38
- Private client accounting firms in Frederick38
- Private client accounting firms in Fresno38
- Private client accounting firms in Lancaster38
- Private client accounting firms in Clearwater37
- Private client accounting firms in Gilbert37
- Private client accounting firms in Bloomington36
- Private client accounting firms in Canton36
- Private client accounting firms in Cary36
- Private client accounting firms in Chattanooga36
- Private client accounting firms in Gainesville36
- Private client accounting firms in Little Rock36
- Private client accounting firms in Mount Pleasant36
- Private client accounting firms in Tallahassee36
- Private client accounting firms in Tempe36
- Private client accounting firms in Bloomfield Hills35
- Private client accounting firms in Buffalo35
- Private client accounting firms in Carlsbad35
- Private client accounting firms in Englewood35
- Private client accounting firms in Santa Barbara35
- Private client accounting firms in Southfield35
- Private client accounting firms in Durham34
- Private client accounting firms in Hollywood34
- Private client accounting firms in Southlake34
- Private client accounting firms in Westlake34
- Private client accounting firms in Albany33
- Private client accounting firms in Farmington33
- Private client accounting firms in Huntsville33
- Private client accounting firms in Mclean33
- Private client accounting firms in Spokane33
- Private client accounting firms in West Chester33
- Private client accounting firms in Winter Park33
- Private client accounting firms in Anaheim32
- Private client accounting firms in Carmel32
- Private client accounting firms in Milwaukee32
- Private client accounting firms in Princeton32
- Private client accounting firms in San Mateo32
- Private client accounting firms in Dublin31
- Private client accounting firms in Edina31
- Private client accounting firms in Long Beach31
- Private client accounting firms in Minnetonka31
- Private client accounting firms in Richardson31
- Private client accounting firms in Santa Rosa31
- Private client accounting firms in Burlington30
- Private client accounting firms in Centennial30
- Private client accounting firms in Garden City30
- Private client accounting firms in Milford30
- Private client accounting firms in Orange30
- Private client accounting firms in Riverside30
- Private client accounting firms in Roswell30
- Private client accounting firms in Sioux Falls30
- Private client accounting firms in Akron29
- Private client accounting firms in Ann Arbor29
- Private client accounting firms in Dayton29
- Private client accounting firms in Decatur29
- Private client accounting firms in Duluth29
- Private client accounting firms in Fairfield29
- Private client accounting firms in Red Bank29
- Private client accounting firms in Reston29
- Private client accounting firms in Stamford29
- Private client accounting firms in Vienna29
- Private client accounting firms in Costa Mesa28
- Private client accounting firms in Henderson28
- Private client accounting firms in Katy28
- Private client accounting firms in Meridian28
- Private client accounting firms in Montgomery28
- Private client accounting firms in Newark28
- Private client accounting firms in Vancouver28
- Private client accounting firms in West Des Moines28
- Private client accounting firms in Woodstock28
- Private client accounting firms in Eugene27
- Private client accounting firms in Schaumburg27
- Private client accounting firms in Syracuse27
- Private client accounting firms in Towson27
- Private client accounting firms in Beachwood26
- Private client accounting firms in Bend26
- Private client accounting firms in Coral Springs26
- Private client accounting firms in Downers Grove26
- Private client accounting firms in Hauppauge26
- Private client accounting firms in Metairie26
- Private client accounting firms in Monroe26
- Private client accounting firms in Palm Beach Gardens26
- Private client accounting firms in Providence26
- Private client accounting firms in Roanoke26
- Private client accounting firms in Sugar Land26
- Private client accounting firms in Brookfield25
- Private client accounting firms in Farmington Hills25
- Private client accounting firms in Needham25
- Private client accounting firms in New Orleans25
- Private client accounting firms in Newton25
- Private client accounting firms in San Ramon25
- Private client accounting firms in Santa Monica25
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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 Charlotte, United States?
RevenueBase identified 176 company matches for private client accounting firms associated with Charlotte, 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?
Greerwalker Cpas And Advisors 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). Charlotte has 176.
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 445 professional contacts with verified work emails tracked across these 176 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.
Ready to reach these companies? Verified emails and direct dials for all 176 private client accounting firms based in Charlotte, United States. Start with a free account, no credit card.
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Private client accounting firms by geography
- Private client accounting firms based in the United States
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- Private client accounting firms based in Australia
- Private client accounting firms based in Brazil
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- Private client accounting firms based in France
- Private client accounting firms based in Germany
- Private client accounting firms based in the Netherlands
- Private client accounting firms based in Italy
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- Private client accounting firms based in Spain
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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Company intelligence · public preview
Top 25 private client accounting firms based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 176 matching company records for private client accounting firms based in Charlotte, United States, with 1,104 tracked contacts and 445 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 private client accounting firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Greerwalker Cpas And Advisorsgreerwalker.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 173 contacts → |
“GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Culp Elliott & Carpenter, Pllcceclaw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Miller Mcneish & Breedlove, Pllcmmbcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 38 contacts → |
“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Linden Thomas & Companylindenthomas.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Stone Press Financial Groupstonepressfg.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Biltmore Family Office, LLCbiltmorefamilyoffice.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“An independent wealth advisory firm founded by our family and designed for your family.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  GCG Wealth Management, LLCgcgwm.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fisher, P.A. A CPA Firmfisheraccountants.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Fisher, P.A.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Foard And Company, P.Afoard.cpaHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Novare Capital Managementnovarecapital.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Vance Flouhouse & Garges, Pllcvfgcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Scharf Pera & Co., Pllcscharfpera.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  K&m Accounting And TAX Services L.L.Ckmtaxservice.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Business and Individual tax planning and tax preparation.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Emerald Financial Group Charlottemyemeraldfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MBL Advisors INCmbl-advisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  GBK Advisors, Pllcgbkcpas.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“At GBK Advisors, we go beyond the numbers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lb&j Certified Public Accountantslbjcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“Established in 1978, we are a regional public accounting firm serving clients across the US, the UK, Europe, Jordan and beyond.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Jlpollackcpa, Pllcjlpollackcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Alpha Financial Advisors, LLCalphafa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“Kohari Gonzalez Oneyear & Brown PLLC is a full-service accounting firm serving clients throughout Charlotte, Mooresville and Winston Salem and the surrounding areas, dedicated to…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Davis Williams Wealth Managementdaviswilliams.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealthplan Financial Groupwealthplanfinancial.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 8 contacts → |
“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Carroll Financialcarrollfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Navipath Advisorynavipathadvisory.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Private client accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
176 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private client accounting firms by metro in the United States
- Private client accounting firms in New York650
- Private client accounting firms in Houston422
- Private client accounting firms in Atlanta329
- Private client accounting firms in Chicago303
- Private client accounting firms in Dallas281
- Private client accounting firms in Los Angeles258
- Private client accounting firms in San Diego255
- Private client accounting firms in Miami254
- Private client accounting firms in Austin234
- Private client accounting firms in Denver185
- Private client accounting firms in Scottsdale172
- Private client accounting firms in San Francisco169
- Private client accounting firms in Tampa156
- Private client accounting firms in Irvine150
- Private client accounting firms in Phoenix148
- Private client accounting firms in Cincinnati140
- Private client accounting firms in Orlando139
- Private client accounting firms in Portland134
- Private client accounting firms in Boston133
- Private client accounting firms in San Antonio128
- Private client accounting firms in Seattle123
- Private client accounting firms in Boca Raton122
- Private client accounting firms in Indianapolis120
- Private client accounting firms in Las Vegas118
- Private client accounting firms in St. Louis117
- Private client accounting firms in Columbus111
- Private client accounting firms in Jacksonville108
- Private client accounting firms in Raleigh105
- Private client accounting firms in Pittsburgh103
- Private client accounting firms in Columbia100
- Private client accounting firms in Rochester96
- Private client accounting firms in Fort Worth94
- Private client accounting firms in Greenville94
- Private client accounting firms in Newport Beach93
- Private client accounting firms in Bellevue90
- Private client accounting firms in Louisville90
- Private client accounting firms in Wilmington90
- Private client accounting firms in Birmingham87
- Private client accounting firms in San Jose86
- Private client accounting firms in Grand Rapids85
- Private client accounting firms in Richmond83
- Private client accounting firms in Omaha82
- Private client accounting firms in Overland Park82
- Private client accounting firms in Colorado Springs80
- Private client accounting firms in Minneapolis80
- Private client accounting firms in Philadelphia80
- Private client accounting firms in Nashville79
- Private client accounting firms in Springfield77
- Private client accounting firms in Fort Lauderdale76
- Private client accounting firms in Plano75
- Private client accounting firms in Salt Lake City74
- Private client accounting firms in Tucson72
- Private client accounting firms in Coral Gables71
- Private client accounting firms in Madison71
- Private client accounting firms in Washington71
- Private client accounting firms in Lexington70
- Private client accounting firms in Oklahoma City68
- Private client accounting firms in Troy68
- Private client accounting firms in Melville67
- Private client accounting firms in Alpharetta66
- Private client accounting firms in Cleveland66
- Private client accounting firms in Glendale66
- Private client accounting firms in Sarasota66
- Private client accounting firms in Tulsa66
- Private client accounting firms in Knoxville65
- Private client accounting firms in Greenwood Village64
- Private client accounting firms in Pasadena61
- Private client accounting firms in Roseville61
- Private client accounting firms in Baton Rouge57
- Private client accounting firms in Fort Collins57
- Private client accounting firms in Frisco56
- Private client accounting firms in Sacramento56
- Private client accounting firms in Woodland Hills56
- Private client accounting firms in Memphis55
- Private client accounting firms in Naples54
- Private client accounting firms in Plymouth54
- Private client accounting firms in Walnut Creek53
- Private client accounting firms in Alexandria52
- Private client accounting firms in Naperville51
- Private client accounting firms in Virginia Beach51
- Private client accounting firms in Reno50
- Private client accounting firms in Baltimore49
- Private client accounting firms in Brentwood49
- Private client accounting firms in Rockville49
- Private client accounting firms in Albuquerque48
- Private client accounting firms in Brooklyn48
- Private client accounting firms in Kansas City47
- Private client accounting firms in Lafayette47
- Private client accounting firms in Beverly Hills46
- Private client accounting firms in Fayetteville46
- Private client accounting firms in Greensboro46
- Private client accounting firms in Franklin45
- Private client accounting firms in Westlake Village45
- Private client accounting firms in Wichita44
- Private client accounting firms in Annapolis43
- Private client accounting firms in Arlington43
- Private client accounting firms in Charleston43
- Private client accounting firms in Woodbury43
- Private client accounting firms in Boise42
- Private client accounting firms in Boulder42
- Private client accounting firms in Fort Myers42
- Private client accounting firms in Lincoln42
- Private client accounting firms in Marietta42
- Private client accounting firms in Salem42
- Private client accounting firms in Torrance42
- Private client accounting firms in Concord41
- Private client accounting firms in Fairfax41
- Private client accounting firms in Fort Wayne41
- Private client accounting firms in Lakewood41
- Private client accounting firms in Littleton41
- Private client accounting firms in Mesa41
- Private client accounting firms in Northbrook41
- Private client accounting firms in The Woodlands41
- Private client accounting firms in Chandler40
- Private client accounting firms in Encino40
- Private client accounting firms in Lake Oswego40
- Private client accounting firms in Honolulu39
- Private client accounting firms in Jackson39
- Private client accounting firms in West Palm Beach39
- Private client accounting firms in Bethesda38
- Private client accounting firms in Chesterfield38
- Private client accounting firms in Frederick38
- Private client accounting firms in Fresno38
- Private client accounting firms in Lancaster38
- Private client accounting firms in Clearwater37
- Private client accounting firms in Gilbert37
- Private client accounting firms in Bloomington36
- Private client accounting firms in Canton36
- Private client accounting firms in Cary36
- Private client accounting firms in Chattanooga36
- Private client accounting firms in Gainesville36
- Private client accounting firms in Little Rock36
- Private client accounting firms in Mount Pleasant36
- Private client accounting firms in Tallahassee36
- Private client accounting firms in Tempe36
- Private client accounting firms in Bloomfield Hills35
- Private client accounting firms in Buffalo35
- Private client accounting firms in Carlsbad35
- Private client accounting firms in Englewood35
- Private client accounting firms in Santa Barbara35
- Private client accounting firms in Southfield35
- Private client accounting firms in Durham34
- Private client accounting firms in Hollywood34
- Private client accounting firms in Southlake34
- Private client accounting firms in Westlake34
- Private client accounting firms in Albany33
- Private client accounting firms in Farmington33
- Private client accounting firms in Huntsville33
- Private client accounting firms in Mclean33
- Private client accounting firms in Spokane33
- Private client accounting firms in West Chester33
- Private client accounting firms in Winter Park33
- Private client accounting firms in Anaheim32
- Private client accounting firms in Carmel32
- Private client accounting firms in Milwaukee32
- Private client accounting firms in Princeton32
- Private client accounting firms in San Mateo32
- Private client accounting firms in Dublin31
- Private client accounting firms in Edina31
- Private client accounting firms in Long Beach31
- Private client accounting firms in Minnetonka31
- Private client accounting firms in Richardson31
- Private client accounting firms in Santa Rosa31
- Private client accounting firms in Burlington30
- Private client accounting firms in Centennial30
- Private client accounting firms in Garden City30
- Private client accounting firms in Milford30
- Private client accounting firms in Orange30
- Private client accounting firms in Riverside30
- Private client accounting firms in Roswell30
- Private client accounting firms in Sioux Falls30
- Private client accounting firms in Akron29
- Private client accounting firms in Ann Arbor29
- Private client accounting firms in Dayton29
- Private client accounting firms in Decatur29
- Private client accounting firms in Duluth29
- Private client accounting firms in Fairfield29
- Private client accounting firms in Red Bank29
- Private client accounting firms in Reston29
- Private client accounting firms in Stamford29
- Private client accounting firms in Vienna29
- Private client accounting firms in Costa Mesa28
- Private client accounting firms in Henderson28
- Private client accounting firms in Katy28
- Private client accounting firms in Meridian28
- Private client accounting firms in Montgomery28
- Private client accounting firms in Newark28
- Private client accounting firms in Vancouver28
- Private client accounting firms in West Des Moines28
- Private client accounting firms in Woodstock28
- Private client accounting firms in Eugene27
- Private client accounting firms in Schaumburg27
- Private client accounting firms in Syracuse27
- Private client accounting firms in Towson27
- Private client accounting firms in Beachwood26
- Private client accounting firms in Bend26
- Private client accounting firms in Coral Springs26
- Private client accounting firms in Downers Grove26
- Private client accounting firms in Hauppauge26
- Private client accounting firms in Metairie26
- Private client accounting firms in Monroe26
- Private client accounting firms in Palm Beach Gardens26
- Private client accounting firms in Providence26
- Private client accounting firms in Roanoke26
- Private client accounting firms in Sugar Land26
- Private client accounting firms in Brookfield25
- Private client accounting firms in Farmington Hills25
- Private client accounting firms in Needham25
- Private client accounting firms in New Orleans25
- Private client accounting firms in Newton25
- Private client accounting firms in San Ramon25
- Private client accounting firms in Santa Monica25
- Private client accounting firms in Wayne25
- Private client accounting firms in Westport25
- Private client accounting firms in White Plains25
- Private client accounting firms in Worcester25
Questions about this company list
What does Exact match mean for private client accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client accounting firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 176 matching company records, 1,104 tracked contacts and 445 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Private client accounting firms by geography
- Private client accounting firms based in the United States
- Private client accounting firms based in the United Kingdom
- Private client accounting firms based in Australia
- Private client accounting firms based in Brazil
- Private client accounting firms based in Canada
- Private client accounting firms based in France
- Private client accounting firms based in Germany
- Private client accounting firms based in the Netherlands
- Private client accounting firms based in Italy
- Private client accounting firms based in Switzerland
- Private client accounting firms based in South Africa
- Private client accounting firms based in Spain
Cite this list
RevenueBase Data Team. Top 25 private client accounting firms based in Charlotte, United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/private-client-accounting-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 25 private client accounting firms based in Charlotte, United States
RevenueBase records 176 matching company records for private client accounting firms based in Charlotte, United States, with 1,104 tracked contacts and 445 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 private client accounting firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Greerwalker Cpas And Advisorsgreerwalker.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 173 contacts → |
“GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Culp Elliott & Carpenter, Pllcceclaw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Miller Mcneish & Breedlove, Pllcmmbcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 38 contacts → |
“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Linden Thomas & Companylindenthomas.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Stone Press Financial Groupstonepressfg.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 30 contacts → |
“At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Biltmore Family Office, LLCbiltmorefamilyoffice.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“An independent wealth advisory firm founded by our family and designed for your family.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | GCG Wealth Management, LLCgcgwm.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fisher, P.A. A CPA Firmfisheraccountants.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Fisher, P.A.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Foard And Company, P.Afoard.cpa HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Novare Capital Managementnovarecapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vance Flouhouse & Garges, Pllcvfgcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Scharf Pera & Co., Pllcscharfpera.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | K&m Accounting And TAX Services L.L.Ckmtaxservice.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Business and Individual tax planning and tax preparation.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Emerald Financial Group Charlottemyemeraldfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MBL Advisors INCmbl-advisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | GBK Advisors, Pllcgbkcpas.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“At GBK Advisors, we go beyond the numbers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lb&j Certified Public Accountantslbjcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“Established in 1978, we are a regional public accounting firm serving clients across the US, the UK, Europe, Jordan and beyond.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jlpollackcpa, Pllcjlpollackcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Alpha Financial Advisors, LLCalphafa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 9 contacts → |
“Kohari Gonzalez Oneyear & Brown PLLC is a full-service accounting firm serving clients throughout Charlotte, Mooresville and Winston Salem and the surrounding areas, dedicated to…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Davis Williams Wealth Managementdaviswilliams.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealthplan Financial Groupwealthplanfinancial.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 8 contacts → |
“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Carroll Financialcarrollfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Navipath Advisorynavipathadvisory.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 176 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Private client accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
176 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private client accounting firms by metro in the United States
- Private client accounting firms in New York650
- Private client accounting firms in Houston422
- Private client accounting firms in Atlanta329
- Private client accounting firms in Chicago303
- Private client accounting firms in Dallas281
- Private client accounting firms in Los Angeles258
- Private client accounting firms in San Diego255
- Private client accounting firms in Miami254
- Private client accounting firms in Austin234
- Private client accounting firms in Denver185
- Private client accounting firms in Scottsdale172
- Private client accounting firms in San Francisco169
- Private client accounting firms in Tampa156
- Private client accounting firms in Irvine150
- Private client accounting firms in Phoenix148
- Private client accounting firms in Cincinnati140
- Private client accounting firms in Orlando139
- Private client accounting firms in Portland134
- Private client accounting firms in Boston133
- Private client accounting firms in San Antonio128
- Private client accounting firms in Seattle123
- Private client accounting firms in Boca Raton122
- Private client accounting firms in Indianapolis120
- Private client accounting firms in Las Vegas118
- Private client accounting firms in St. Louis117
- Private client accounting firms in Columbus111
- Private client accounting firms in Jacksonville108
- Private client accounting firms in Raleigh105
- Private client accounting firms in Pittsburgh103
- Private client accounting firms in Columbia100
- Private client accounting firms in Rochester96
- Private client accounting firms in Fort Worth94
- Private client accounting firms in Greenville94
- Private client accounting firms in Newport Beach93
- Private client accounting firms in Bellevue90
- Private client accounting firms in Louisville90
- Private client accounting firms in Wilmington90
- Private client accounting firms in Birmingham87
- Private client accounting firms in San Jose86
- Private client accounting firms in Grand Rapids85
- Private client accounting firms in Richmond83
- Private client accounting firms in Omaha82
- Private client accounting firms in Overland Park82
- Private client accounting firms in Colorado Springs80
- Private client accounting firms in Minneapolis80
- Private client accounting firms in Philadelphia80
- Private client accounting firms in Nashville79
- Private client accounting firms in Springfield77
- Private client accounting firms in Fort Lauderdale76
- Private client accounting firms in Plano75
- Private client accounting firms in Salt Lake City74
- Private client accounting firms in Tucson72
- Private client accounting firms in Coral Gables71
- Private client accounting firms in Madison71
- Private client accounting firms in Washington71
- Private client accounting firms in Lexington70
- Private client accounting firms in Oklahoma City68
- Private client accounting firms in Troy68
- Private client accounting firms in Melville67
- Private client accounting firms in Alpharetta66
- Private client accounting firms in Cleveland66
- Private client accounting firms in Glendale66
- Private client accounting firms in Sarasota66
- Private client accounting firms in Tulsa66
- Private client accounting firms in Knoxville65
- Private client accounting firms in Greenwood Village64
- Private client accounting firms in Pasadena61
- Private client accounting firms in Roseville61
- Private client accounting firms in Baton Rouge57
- Private client accounting firms in Fort Collins57
- Private client accounting firms in Frisco56
- Private client accounting firms in Sacramento56
- Private client accounting firms in Woodland Hills56
- Private client accounting firms in Memphis55
- Private client accounting firms in Naples54
- Private client accounting firms in Plymouth54
- Private client accounting firms in Walnut Creek53
- Private client accounting firms in Alexandria52
- Private client accounting firms in Naperville51
- Private client accounting firms in Virginia Beach51
- Private client accounting firms in Reno50
- Private client accounting firms in Baltimore49
- Private client accounting firms in Brentwood49
- Private client accounting firms in Rockville49
- Private client accounting firms in Albuquerque48
- Private client accounting firms in Brooklyn48
- Private client accounting firms in Kansas City47
- Private client accounting firms in Lafayette47
- Private client accounting firms in Beverly Hills46
- Private client accounting firms in Fayetteville46
- Private client accounting firms in Greensboro46
- Private client accounting firms in Franklin45
- Private client accounting firms in Westlake Village45
- Private client accounting firms in Wichita44
- Private client accounting firms in Annapolis43
- Private client accounting firms in Arlington43
- Private client accounting firms in Charleston43
- Private client accounting firms in Woodbury43
- Private client accounting firms in Boise42
- Private client accounting firms in Boulder42
- Private client accounting firms in Fort Myers42
- Private client accounting firms in Lincoln42
- Private client accounting firms in Marietta42
- Private client accounting firms in Salem42
- Private client accounting firms in Torrance42
- Private client accounting firms in Concord41
- Private client accounting firms in Fairfax41
- Private client accounting firms in Fort Wayne41
- Private client accounting firms in Lakewood41
- Private client accounting firms in Littleton41
- Private client accounting firms in Mesa41
- Private client accounting firms in Northbrook41
- Private client accounting firms in The Woodlands41
- Private client accounting firms in Chandler40
- Private client accounting firms in Encino40
- Private client accounting firms in Lake Oswego40
- Private client accounting firms in Honolulu39
- Private client accounting firms in Jackson39
- Private client accounting firms in West Palm Beach39
- Private client accounting firms in Bethesda38
- Private client accounting firms in Chesterfield38
- Private client accounting firms in Frederick38
- Private client accounting firms in Fresno38
- Private client accounting firms in Lancaster38
- Private client accounting firms in Clearwater37
- Private client accounting firms in Gilbert37
- Private client accounting firms in Bloomington36
- Private client accounting firms in Canton36
- Private client accounting firms in Cary36
- Private client accounting firms in Chattanooga36
- Private client accounting firms in Gainesville36
- Private client accounting firms in Little Rock36
- Private client accounting firms in Mount Pleasant36
- Private client accounting firms in Tallahassee36
- Private client accounting firms in Tempe36
- Private client accounting firms in Bloomfield Hills35
- Private client accounting firms in Buffalo35
- Private client accounting firms in Carlsbad35
- Private client accounting firms in Englewood35
- Private client accounting firms in Santa Barbara35
- Private client accounting firms in Southfield35
- Private client accounting firms in Durham34
- Private client accounting firms in Hollywood34
- Private client accounting firms in Southlake34
- Private client accounting firms in Westlake34
- Private client accounting firms in Albany33
- Private client accounting firms in Farmington33
- Private client accounting firms in Huntsville33
- Private client accounting firms in Mclean33
- Private client accounting firms in Spokane33
- Private client accounting firms in West Chester33
- Private client accounting firms in Winter Park33
- Private client accounting firms in Anaheim32
- Private client accounting firms in Carmel32
- Private client accounting firms in Milwaukee32
- Private client accounting firms in Princeton32
- Private client accounting firms in San Mateo32
- Private client accounting firms in Dublin31
- Private client accounting firms in Edina31
- Private client accounting firms in Long Beach31
- Private client accounting firms in Minnetonka31
- Private client accounting firms in Richardson31
- Private client accounting firms in Santa Rosa31
- Private client accounting firms in Burlington30
- Private client accounting firms in Centennial30
- Private client accounting firms in Garden City30
- Private client accounting firms in Milford30
- Private client accounting firms in Orange30
- Private client accounting firms in Riverside30
- Private client accounting firms in Roswell30
- Private client accounting firms in Sioux Falls30
- Private client accounting firms in Akron29
- Private client accounting firms in Ann Arbor29
- Private client accounting firms in Dayton29
- Private client accounting firms in Decatur29
- Private client accounting firms in Duluth29
- Private client accounting firms in Fairfield29
- Private client accounting firms in Red Bank29
- Private client accounting firms in Reston29
- Private client accounting firms in Stamford29
- Private client accounting firms in Vienna29
- Private client accounting firms in Costa Mesa28
- Private client accounting firms in Henderson28
- Private client accounting firms in Katy28
- Private client accounting firms in Meridian28
- Private client accounting firms in Montgomery28
- Private client accounting firms in Newark28
- Private client accounting firms in Vancouver28
- Private client accounting firms in West Des Moines28
- Private client accounting firms in Woodstock28
- Private client accounting firms in Eugene27
- Private client accounting firms in Schaumburg27
- Private client accounting firms in Syracuse27
- Private client accounting firms in Towson27
- Private client accounting firms in Beachwood26
- Private client accounting firms in Bend26
- Private client accounting firms in Coral Springs26
- Private client accounting firms in Downers Grove26
- Private client accounting firms in Hauppauge26
- Private client accounting firms in Metairie26
- Private client accounting firms in Monroe26
- Private client accounting firms in Palm Beach Gardens26
- Private client accounting firms in Providence26
- Private client accounting firms in Roanoke26
- Private client accounting firms in Sugar Land26
- Private client accounting firms in Brookfield25
- Private client accounting firms in Farmington Hills25
- Private client accounting firms in Needham25
- Private client accounting firms in New Orleans25
- Private client accounting firms in Newton25
- Private client accounting firms in San Ramon25
- Private client accounting firms in Santa Monica25
- Private client accounting firms in Wayne25
- Private client accounting firms in Westport25
- Private client accounting firms in White Plains25
- Private client accounting firms in Worcester25
Questions about this company list
What does Exact match mean for private client accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private client accounting firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 176 matching company records, 1,104 tracked contacts and 445 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 private client accounting firms based in Charlotte, United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/private-client-accounting-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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