Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 176 companies tracked

RevenueBase identified 176 private client accounting firms headquartered in Charlotte, United States as of September 2026 and tracks 1,104 professional contacts across them, including 445 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

176Companies

1,104Contacts tracked

445Verified emails

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The 25 largest private client accounting firms based in Charlotte, United States

Ranked by team size

Top 25 of 176 private client accounting firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Greerwalker Cpas And AdvisorsStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	173
	“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…” Source: company website · checked Sep 5, 2026
2	Culp Elliott & Carpenter, PllcIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	56
	“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: company website · checked Sep 5, 2026
3	Miller Mcneish & Breedlove, PllcPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	38
	“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Source: company website · checked Sep 5, 2026
4	Linden Thomas & CompanyPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	31
	“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: company website · checked Sep 5, 2026
5	Stone Press Financial GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	30
	“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.” Source: company website · checked Sep 5, 2026
6	Biltmore Family Office, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	29
	“An independent wealth advisory firm founded by our family and designed for your family.” Source: company website · checked Sep 5, 2026
7	GCG Wealth Management, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	29
	“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Source: company website · checked Sep 5, 2026
8	Fisher, P.A. A CPA FirmIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	20
	“Fisher, P.A.” Source: company website · checked Sep 5, 2026
9	Foard And Company, P.APartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	20
	“Foard and Company, PA ( formerly C Dewitt Foard CPA) is a certified public accounting firm.” Source: company website · checked Sep 5, 2026
10	Novare Capital ManagementPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	16
	“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: company website · checked Sep 5, 2026
11	Vance Flouhouse & Garges, PllcPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	16
	“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: company website · checked Sep 5, 2026
12	Scharf Pera & Co., PllcIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	12
	“Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Source: company website · checked Sep 5, 2026
13	K&m Accounting And TAX Services L.L.CIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	12
	“Business and Individual tax planning and tax preparation.” Source: company website · checked Sep 5, 2026
14	Emerald Financial Group CharlottePartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	11
	“Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Source: company website · checked Sep 5, 2026
15	MBL Advisors INCPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	10
	“MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: company website · checked Sep 5, 2026
16	GBK Advisors, PllcIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	10
	“At GBK Advisors, we go beyond the numbers.” Source: company website · checked Sep 5, 2026
17	Lb&j Certified Public AccountantsIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	10
	“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Source: company website · checked Sep 5, 2026
18	Hobbs, Crossley, Benefield & Craven, P.AStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	10
	“Established in 1978, we are a regional public accounting firm serving clients across the US, the UK, Europe, Jordan and beyond.” Source: company website · checked Sep 5, 2026
19	Jlpollackcpa, PllcStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	9
	“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Source: company website · checked Sep 5, 2026
20	Alpha Financial Advisors, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	9
	“Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina.” Source: company website · checked Sep 5, 2026
21	Kohari Gonzalez Oneyear & Brown PllcStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	9
	“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…” Source: company website · checked Sep 5, 2026
22	Davis Williams Wealth ManagementPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	8
	“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: company website · checked Sep 5, 2026
23	Wealthplan Financial GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	8
	“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: company website · checked Sep 5, 2026
24	Carroll FinancialIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	7
	“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: company website · checked Sep 5, 2026
25	Navipath AdvisoryPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	6
	“At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” Source: company website · checked Sep 5, 2026

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, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

120

11-50

51-200

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 176 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Charlotte, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 445 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Charlotte, United States?

RevenueBase identified 176 private client accounting firms headquartered in Charlotte, 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?

Greerwalker Cpas And Advisors, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 445 verified decision-maker contacts tracked across these 176 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.