Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 90 companies tracked

RevenueBase identified 90 company matches for private client accounting firms associated with Wilmington, United States as of September 2026 and tracks 2,486 professional contacts across them, including 1,768 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Wilmington has 90.

This list covers company matches for private client accounting firms associated with Wilmington, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

90Companies

2,486Contacts tracked

1,768Verified emails

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

Ranked by team size

Top 25 of 90 company matches for private client accounting firms based in Wilmington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Belfint, Lyons & Shuman, P.A	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	51-200	102 contacts →
	Exact match “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Earney Accountants & Advisors	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	11-50	44 contacts →
	Exact match “Founded in 1982, EARNEY has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and assurance.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Diversified, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	40 contacts →
	Exact match “We provide intimate, intricate financial planning for busy executives and professionals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Gunnip & Company Cpas	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	51-200	40 contacts →
	Exact match “Gunnip & Company LLP, Certified Public Accountants and Consultants, is a Delaware firm serving Delaware, Pennsylvania, New Jersey and Maryland with highly personalized and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Barbacane, Thornton & Company	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	34 contacts →
	Exact match “BTCPA specializes in accounting, consulting, auditing, and tax services for governmental agencies, nonprofits, employee benefit plans, and schools.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	JARS	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	34 contacts →
	Exact match “JARS is a multi-disciplinary consulting firm that supports businesses with complete financial and legal advisory and HNIs with wealth and treasury management.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	AKA Advisory, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	32 contacts →
	Exact match “AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Williford Houston & Co., Cpas, Pllc	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	11-50	30 contacts →
	Exact match “Williford, Houston & Co, CPAs, PLLC is committed to your success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Riversedge Advisors, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Affinity Wealth Management LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	22 contacts →
	Exact match “Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	RED Bike Advisors	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	11-50	21 contacts →
	Exact match “Red Bike Advisors is on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Covenant Wealth Strategies	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	19 contacts →
	Exact match “Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Pathfinder Wealth Consulting	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	11-50	18 contacts →
	Exact match “With financial confidence, security follows.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Live OAK Private Wealth	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	1-10	13 contacts →
	Exact match “At Live Oak Private Wealth, our mission is to give our clients the wealth and investment management strategies they need in order to pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	VAN Buren Financial Group, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	13 contacts →
	Exact match “Located in Wilmington, Delaware, we specialize in tax smart investing, retirement planning, individual and small business accounting, tax preparation, and tax planning.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Vizionary Wealth Management	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	1-10	13 contacts →
	Exact match “Just about everyone has a different opinion on how you should invest or manage your money.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Master, Sidlow & Associates, P. A	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “For over 30 years, the team at Master, Sidlow & Associates, P.A, has been helping businesses throughout the Delaware Valley with tax planning and compliance, accounting and audit…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Stroud & Company Cpas, Pllc	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “Stroud & Company CPAs is known as a leader in South East North Carolina in highly personalized, results-oriented tax preparation and accounting services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Westover Capital Advisors , LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	1-10	11 contacts →
	Exact match “At Westover Capital Advisors, we aim to build a rewarding and successful long-term personal relationship with every client we serve by providing individually tailored…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Williams Houck & Company	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	11-50	11 contacts →
	Exact match “Williams Humphreys & Company (WHC) is a full-service tax accounting and tax advisory firm that is redefining the roles accounting professionals play in supporting their clients’…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Sparano, Vincelette & Joiner, Cpas	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “We help our clients understand complex accounting and tax issues so they can turn our knowledge into value.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Nabell Winslow Investments & Wealth Management	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	1-10	10 contacts →
	Exact match “Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
23	Masonboro Advisors	Exact match	Wilmington, NC, United StatesHQ recorded Sep 5, 2026	1-10	9 contacts →
	Exact match “With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
24	Tilia Fiduciary Partners, INC	Exact match	Wilmington, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
25	Serviam Financial	Exact match	Wilmington, DE, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “Serviam is derived from the Latin word to serve.” 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 90 private client accounting firms based in Wilmington, United States

See the full list, filter by size, metro and specialty, and access 1,768 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private client accounting firms based in Wilmington, United States at a glance

As of Sep 5, 2026

71.1%Verified-email coverage

27.6Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 90 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 Wilmington, 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 1,768 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

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 Wilmington, United States?

RevenueBase identified 90 company matches for private client accounting firms associated with Wilmington, 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?

Belfint, Lyons & Shuman, P.A 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). Wilmington has 90.

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 1,768 professional contacts with verified work emails tracked across these 90 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.

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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.