Company lists · Data refreshed September 2026

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

RevenueBase identified 90 private client accounting firms headquartered in Wilmington, United States as of September 2026 and tracks 2,486 professional contacts across them, including 1,768 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Wilmington, 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
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 private client accounting firms based in Wilmington, 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
1Wilmington, DE, United StatesHQ checked Sep 5, 202651-200102

“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.”

Source: company website · checked Sep 5, 2026
2Wilmington, NC, United StatesHQ checked Sep 5, 202611-5044

“Founded in 1982, EARNEY has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and assurance.”

Source: company website · checked Sep 5, 2026
3
Diversified, LLCIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5040

“We provide intimate, intricate financial planning for busy executives and professionals.”

Source: company website · checked Sep 5, 2026
4
Gunnip & Company CpasIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202651-20040

“Gunnip & Company LLP, Certified Public Accountants and Consultants, is a Delaware firm serving Delaware, Pennsylvania, New Jersey and Maryland with highly personalized and…”

Source: company website · checked Sep 5, 2026
5Wilmington, DE, United StatesHQ checked Sep 5, 202611-5034

“BTCPA specializes in accounting, consulting, auditing, and tax services for governmental agencies, nonprofits, employee benefit plans, and schools.”

Source: company website · checked Sep 5, 2026
6
JARSIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5034

“JARS is a multi-disciplinary consulting firm that supports businesses with complete financial and legal advisory and HNIs with wealth and treasury management.”

Source: company website · checked Sep 5, 2026
7
AKA Advisory, LLCPartial evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5032

“AKA's role is an advocate for our clients' personal financial goals and business success.”

Source: company website · checked Sep 5, 2026
8Wilmington, NC, United StatesHQ checked Sep 5, 202611-5030

“Williford, Houston & Co, CPAs, PLLC is committed to your success.”

Source: company website · checked Sep 5, 2026
9
Riversedge Advisors, LLCIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5022

“RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.”

Source: company website · checked Sep 5, 2026
10Wilmington, DE, United StatesHQ checked Sep 5, 202611-5022

“Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.”

Source: company website · checked Sep 5, 2026
11
RED Bike AdvisorsIndirect evidence
Wilmington, NC, United StatesHQ checked Sep 5, 202611-5021

“Red Bike Advisors is on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.”

Source: company website · checked Sep 5, 2026
12
Covenant Wealth StrategiesIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5019

“Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…”

Source: company website · checked Sep 5, 2026
13Wilmington, NC, United StatesHQ checked Sep 5, 202611-5018

“With financial confidence, security follows.”

Source: company website · checked Sep 5, 2026
14
Live OAK Private WealthStrong evidence
Wilmington, NC, United StatesHQ checked Sep 5, 20261-1013

“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.”

Source: company website · checked Sep 5, 2026
15Wilmington, DE, United StatesHQ checked Sep 5, 202611-5013

“Located in Wilmington, Delaware, we specialize in tax smart investing, retirement planning, individual and small business accounting, tax preparation, and tax planning.”

Source: company website · checked Sep 5, 2026
16
Vizionary Wealth ManagementIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 20261-1013

“Just about everyone has a different opinion on how you should invest or manage your money.”

Source: company website · checked Sep 5, 2026
17Wilmington, DE, United StatesHQ checked Sep 5, 202611-5012

“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…”

Source: company website · checked Sep 5, 2026
18Wilmington, NC, United StatesHQ checked Sep 5, 202611-5011

“Stroud & Company CPAs is known as a leader in South East North Carolina in highly personalized, results-oriented tax preparation and accounting services.”

Source: company website · checked Sep 5, 2026
19Wilmington, DE, United StatesHQ checked Sep 5, 20261-1011

“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…”

Source: company website · checked Sep 5, 2026
20
Williams Houck & CompanyStrong evidence
Wilmington, DE, United StatesHQ checked Sep 5, 202611-5011

“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’…”

Source: company website · checked Sep 5, 2026
21Wilmington, DE, United StatesHQ checked Sep 5, 20261-1010

“We help our clients understand complex accounting and tax issues so they can turn our knowledge into value.”

Source: company website · checked Sep 5, 2026
22Wilmington, NC, United StatesHQ checked Sep 5, 20261-1010

“Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…”

Source: company website · checked Sep 5, 2026
23
Masonboro AdvisorsIndirect evidence
Wilmington, NC, United StatesHQ checked Sep 5, 20261-109

“With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.”

Source: company website · checked Sep 5, 2026
24Wilmington, United StatesHQ checked Sep 5, 20261-108

“Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.”

Source: company website · checked Sep 5, 2026
25
Serviam FinancialIndirect evidence
Wilmington, DE, United StatesHQ checked Sep 5, 20261-108

“Serviam is derived from the Latin word to serve.”

Source: company website · checked Sep 5, 2026

Showing 25 of 90 private client accounting firms based in Wilmington, United States

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Private client accounting firms based in Wilmington, 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
56
11-50
27
51-200
4
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 Wilmington, over 90 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 Wilmington, 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 Wilmington 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, 1,768 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 Wilmington, United States?

RevenueBase identified 90 private client accounting firms headquartered in Wilmington, 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?

Belfint, Lyons & Shuman, P.A, headquartered in Wilmington, 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 1,768 verified decision-maker contacts tracked across these 90 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.