Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Towson, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 27 companies tracked

RevenueBase identified 27 private client accounting firms headquartered in Towson, United States as of September 2026 and tracks 166 professional contacts across them, including 88 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Towson, 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

27Companies

166Contacts tracked

88Verified emails

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The 20 largest private client accounting firms based in Towson, United States

Ranked by team size

Top 20 of 27 private client accounting firms based in Towson, 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	Brooks Financial Group, INCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	21
	Source: company website · checked Sep 5, 2026
2	Chesapeake Financial AdvisorsIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	13
	“One Advisor Twice the Advice Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS.” Source: company website · checked Sep 5, 2026
3	RED OAK Financial GroupIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	10
	“At Red Oak Financial Group, we are truly a family business.” Source: company website · checked Sep 5, 2026
4	Gary R. Bozel & Associates, P.APartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	9
	“At GRB & A, we are committed to making a positive, enduring impact on our clients, colleagues and community.” Source: company website · checked Sep 5, 2026
5	RCR Wealth Advisors Of Janney Montgomery Scott LLCPartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	9
	“Our mission is to provide our clients with peace of mind that their financial interests and legacy are being thoughtfully managed and carefully reviewed by a team of advisors.” Source: company website · checked Sep 5, 2026
6	M.L. Lichtenberg & Associates, LLCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	7
	“Founded by Marc L.” Source: company website · checked Sep 5, 2026
7	Woods Financial Services, LLCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	7
	“Woods Financial Services LLC is a CPA and financial planning firm in Towson, MD providing individuals and small businesses with sensible and relevant financial and tax advice.” Source: company website · checked Sep 5, 2026
8	Sims & Campbell - TowsonIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	6
	“At Sims & Campbell, our estate planning lawyers advise individuals and families on transferring wealth by will, trust or gift, administering estates, and pursuing or defending…” Source: company website · checked Sep 5, 2026
9	Kenneally & CompanyIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	11-50	6
	“J.L.” Source: company website · checked Sep 5, 2026
10	Fusco Financial Associates, INCPartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	6
	“Since 1986, we have been committed to serving clients with a high level of personal service and a disciplined approach to managing and preserving wealth.” Source: company website · checked Sep 5, 2026
11	Alere Planning LLCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	5
	“Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions.” Source: company website · checked Sep 5, 2026
12	Forecast Strategic AdvisorsIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	5
	“Since 1985, the founders of Forecast Strategic Advisors have developed and refined the process for building road maps that lead business owners and high income individuals to…” Source: company website · checked Sep 5, 2026
13	Constellation Financial Advisors INCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	3
	“Constellation Financial Advisors, Inc.” Source: company website · checked Sep 5, 2026
14	Kings Mill Wealth AdvisorsIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	3
	“Kings Mill Wealth Advisors is a multigenerational financial planning firm with over 50 years of combined experience in the industry.” Source: company website · checked Sep 5, 2026
15	Nazelrod & AssociatesIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	3
	“Nazelrod & Associates is a dedicated team of professionals serving the financial needs of Baltimore families and businesses since 1987.” Source: company website · checked Sep 5, 2026
16	Clearplan Wealth ManagementIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	2
	“We believe that every successful person has the fundamental desire to create prosperity for themselves and their loved ones.” Source: company website · checked Sep 5, 2026
17	Grigg Financial, LLCIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	2
	“What Do We Do?” Source: company website · checked Sep 5, 2026
18	Okun Financial GroupIndirect evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	2
	“Okun Financial Group is a company based out of 100 West Road Suite 408, Towson, Maryland, United States.” Source: company website · checked Sep 5, 2026
19	Abel FinancialPartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	1
	“We are a boutique, independent financial planning firm that collaborates with our upper middle-class clients to help them reach financial success and financial peace of mind.” Source: company website · checked Sep 5, 2026
20	Tang Zeng & Associates INCPartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	1-10	1
	“Tang Zeng & Associates is a growing accounting and tax services firm in Baltimore, Maryland that provides friendly, accurate and professional accounting and tax services.” Source: company website · checked Sep 5, 2026

Showing 20 of 27 private client accounting firms based in Towson, United States

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Private client accounting firms based in Towson, 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

11-50

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 Towson, over 27 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 Towson, 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 Towson 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, 88 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 Towson, United States?

RevenueBase identified 27 private client accounting firms headquartered in Towson, 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?

Brooks Financial Group, INC, headquartered in Towson, 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 88 verified decision-maker contacts tracked across these 27 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.