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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 100 companies tracked

RevenueBase identified 100 private client accounting firms headquartered in Columbia, United States as of September 2026 and tracks 792 professional contacts across them, including 300 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Columbia, 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
100Companies
792Contacts tracked
300Verified emails
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The 25 largest private client accounting firms based in Columbia, United States

Ranked by team size
Top 25 of 100 private client accounting firms based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Bauknight Pietras & Stormer, P.APartial evidence
Columbia, SC, United StatesHQ checked Sep 5, 202651-20072

“For over 25 years, Bauknight Pietras & Stormer, PA, has been one of the Southeast’s largest and most trusted accounting and consulting firms, using our extensive experience in…”

Source: company website · checked Sep 5, 2026
2
Baltimore-Washington Financial AdvisorsIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-5058

“BWFA is one of the area’s leading comprehensive wealth management firms.”

Source: company website · checked Sep 5, 2026
3
Scott And Company LLCIndirect evidence
Columbia, SC, United StatesHQ checked Sep 5, 202611-5033

“At Scott and Company, we don’t just crunch numbers; we offer a full complement of tax, advisory, consulting, and assurance services.”

Source: company website · checked Sep 5, 2026
4
Cavu AdvisorsIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 20261,001-5,00022

“CAVU Advisors® is now Aprio.”

Source: company website · checked Sep 5, 2026
5
Mcgregor & CompanyStrong evidence
Columbia, SC, United StatesHQ checked Sep 5, 202651-20022

“We provide accounting, tax, and business advisory services to thousands of businesses and individual clients nationwide, and we are committed to exceeding their expectations.”

Source: company website · checked Sep 5, 2026
6
BFJ Financial GroupPartial evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-5020

“BFJ Financial Group offers comprehensive tax, accounting and business consulting through its certified public accountant firm, Bell, Frech & Jacobs, LLC and investment and wealth…”

Source: company website · checked Sep 5, 2026
7
Eustace Accountancy GroupPartial evidence
Columbia, SC, United StatesHQ checked Sep 5, 202611-5016

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

Source: company website · checked Sep 5, 2026
8
Williams Asset ManagementIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-5016

“When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…”

Source: company website · checked Sep 5, 2026
9
Convergence WealthPartial evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-1014

“Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.”

Source: company website · checked Sep 5, 2026
10
Miller, Bales & Company, P.CIndirect evidence
Columbia, MO, United StatesHQ checked Sep 5, 202611-5012

“The professional team at Miller, Bales & Company, P.C.”

Source: company website · checked Sep 5, 2026
11
Nitya LLCIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 20261-1012

“Welcome to Nitya LLC, a team of Certified Public Accountants striving to support you and your business.”

Source: company website · checked Sep 5, 2026
12
Anchor Investment Management, LLCIndirect evidence
Columbia, SC, United StatesHQ checked Sep 5, 202611-509

“Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…”

Source: company website · checked Sep 5, 2026
13
Phoenix Private WealthPartial evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-509

“Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…”

Source: company website · checked Sep 5, 2026
14
Barron Financial GroupPartial evidence
Columbia, SC, United StatesHQ checked Sep 5, 20261-109

“Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…”

Source: company website · checked Sep 5, 2026
15
WR Wealth PlannersIndirect evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-108

“At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.”

Source: company website · checked Sep 5, 2026
16
Vision Wealth PartnersIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-508

“We believe that the right people, following the right process, can produce the right results.”

Source: company website · checked Sep 5, 2026
17
Triada AdvisorsIndirect evidence
Columbia, IL, United StatesHQ checked Sep 5, 20261-107

“Navigating the world of financial planning and investing can be overwhelming without trusted guidance.”

Source: company website · checked Sep 5, 2026
18
Reveal WealthIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 20261-107

“Reveal Wealth, is a Maryland-based wealth management and financial planning firm.”

Source: company website · checked Sep 5, 2026
19
The Hutt Company, LLCIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-507

“For over 25 years, The Hutt Company's team of trusted Certified Public Accountants and other financial & tax professionals has assisted individuals, independent contractors, and…”

Source: company website · checked Sep 5, 2026
20
Thomas, Watson & Company, LLCPartial evidence
Columbia, SC, United StatesHQ checked Sep 5, 202611-507

“Thomas, Watson & Company, LLC is a group of experienced accountants, working together to help our clients achieve their financial goals.”

Source: company website · checked Sep 5, 2026
21
Williamson & AssociatesIndirect evidence
Columbia, SC, United StatesHQ checked Sep 5, 20261-106

“We have been meeting the financial needs of individuals and businesses for over 35 years.”

Source: company website · checked Sep 5, 2026
22
TAN & Associates, INCPartial evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-506

“Baltimore based professional services company offering accounting, tax, financial planning, and real estate development and management services.”

Source: company website · checked Sep 5, 2026
23
Eagle Bluffs Wealth ManagementIndirect evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-105

“Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…”

Source: company website · checked Sep 5, 2026
24
Convergence AccountingPartial evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-105

“At Convergence Accounting, we understand that the financial decisions you make today can impact the taxes you pay tomorrow.”

Source: company website · checked Sep 5, 2026
25
Wagener-Lee, Wealth Advisors LLCIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-505

“You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.”

Source: company website · checked Sep 5, 2026

Showing 25 of 100 private client accounting firms based in Columbia, United States

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Private client accounting firms based in Columbia, 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
65
11-50
28
51-200
6
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 100 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 Columbia, 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 Columbia 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, 300 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 Columbia, United States?

RevenueBase identified 100 private client accounting firms headquartered in Columbia, 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?

Bauknight Pietras & Stormer, P.A, headquartered in Columbia, 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 300 verified decision-maker contacts tracked across these 100 companies.

How current is this list?

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

Ready to reach these companies? Verified emails and direct dials for all 100 private client accounting firms based in Columbia, United States. Start with a free account, no credit card.

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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.

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