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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 83 companies tracked

RevenueBase identified 83 private client accounting firms headquartered in Richmond, United States as of September 2026 and tracks 817 professional contacts across them, including 411 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Richmond, 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
83Companies
817Contacts tracked
411Verified emails
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The 25 largest private client accounting firms based in Richmond, United States

Ranked by team size
Top 25 of 83 private client accounting firms based in Richmond, 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
Cary Street PartnersIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202651-200187

“Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.”

Source: company website · checked Sep 5, 2026
2
Baldwin Cpas, PllcPartial evidence
Richmond, KY, United StatesHQ checked Sep 5, 202611-5098

“Baldwin is experienced and qualified to provide accounting services to a wide variety of businesses and industries.”

Source: company website · checked Sep 5, 2026
3
SIMAPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5046

“At SIMA, we help businesses and individuals thrive by bringing six areas of expertise together under one roof: Accounting, Employee Benefits, Payroll, Retirement Plans…”

Source: company website · checked Sep 5, 2026
4
Bb&t Scott & StringfellowPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 2026n/a46

“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.”

Source: company website · checked Sep 5, 2026
5
WellscolemanStrong evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5035

“WellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 75 years.”

Source: company website · checked Sep 5, 2026
6
WealthcrossingIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5030

“At WealthCrossing, we specialize in bringing clarity and confidence to your financial life.”

Source: company website · checked Sep 5, 2026
7
The Roseline GroupIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5018

“The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial…”

Source: company website · checked Sep 5, 2026
8
Godsey & Gibb Wealth ManagementIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5017

“Our mission is to leverage our 40 years of experience providing wealth management services to reduce the time you spend thinking about your finances and give you more time to make…”

Source: company website · checked Sep 5, 2026
9
Joyner, Kirkham, Keel & Robertson, P.CPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5015

“We are a certified public accounting firm located in Richmond, Virginia.”

Source: company website · checked Sep 5, 2026
10
Virginia Estate & Trust LAWIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5013

“From the very beginning, Virginia Estate & Trust Law, PLC has focused entirely on estate, trust, and fiduciary services-which means our entire firm’s resources are dedicated…”

Source: company website · checked Sep 5, 2026
11
Salomon & LudwinIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-1011

“Wealth Management and Financial Planning”

Source: company website · checked Sep 5, 2026
12
Irongate Capital Advisors, LLCIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-1011
Source: company website · checked Sep 5, 2026
13
The TAX Complex, LCPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-5010

“The Tax Complex offers tax compliance, accounting, and planning services for individuals, trusts, estates, businesses, and charitable institutions.”

Source: company website · checked Sep 5, 2026
14
Etiendem CPAPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-109

“We are an independent, United States-licensed Certified Public Accounting firm providing accounting, audit, tax, and advisory services to businesses and individuals across the…”

Source: company website · checked Sep 5, 2026
15
Wright, Dunn & Company, LLCPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-108

“Wright, Dunn & Company, LLC is an accounting company based out of 5206 Markel Road, Richmond, Virginia.”

Source: company website · checked Sep 5, 2026
16
Williams & Keckler, LLCPartial evidence
Richmond, IN, United StatesHQ checked Sep 5, 20261-107

“Williams & Keckler, LLC provides individualized services in the areas of tax, accounting, consulting, and information technology.”

Source: company website · checked Sep 5, 2026
17
Spark Financial AdvisorsIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-106

“We know you're busy.”

Source: company website · checked Sep 5, 2026
18
Dover AdvisorsIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-106

“Establishing a trusting, lasting relationship with you and your family comes first.”

Source: company website · checked Sep 5, 2026
19
Schooley LAW Firm, P.CIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-106

“Your wealth, your family, and your life's work should not be reduced to standard legal fare, and thus the mission of the firm is to give you personalized advice drawn from…”

Source: company website · checked Sep 5, 2026
20
Endeavor Capital, LLCPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-106

“Endeavor Capital, LLC is committed to helping our clients achieve greater financial freedom by serving them with the highest level of integrity.”

Source: company website · checked Sep 5, 2026
21
Ragland & AmesIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202611-505

“Founded in 1987, Ragland & Ames, LLC is a full-service CPA firm in Richmond, Virginia, serving small businesses and individuals throughout Richmond, Henrico County, and the…”

Source: company website · checked Sep 5, 2026
22
RAY Olson Family Financial Planning A Bluespring Wealth ParnterPartial evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-105

“As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client.”

Source: company website · checked Sep 5, 2026
23
Dooley & VicarsIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 202651-2003
Source: company website · checked Sep 5, 2026
24
Invirtus Wealth PartnersIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-103

“We are an independently owned financial firm that specializes in retirement planning, wealth management, and estate protection.”

Source: company website · checked Sep 5, 2026
25
Pilc And Moseley LLCIndirect evidence
Richmond, VA, United StatesHQ checked Sep 5, 20261-103
Source: company website · checked Sep 5, 2026

Showing 25 of 83 private client accounting firms based in Richmond, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 411 reachable decision-makers.

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Private client accounting firms based in Richmond, 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
59
11-50
20
51-200
3
10001+
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 Richmond, over 83 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 Richmond, 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 Richmond 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, 411 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 Richmond, United States?

RevenueBase identified 83 private client accounting firms headquartered in Richmond, 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?

Cary Street Partners, headquartered in Richmond, 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 411 verified decision-maker contacts tracked across these 83 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 83 private client accounting firms based in Richmond, United States. Start with a free account, no credit card.

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

About this data

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

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