Company lists · Data refreshed September 2026
Top 25 Estate planning accountants worldwide
RevenueBase identified 42,715 estate planning accountants worldwide as of September 2026 and tracks 495,795 professional contacts across them, including 184,026 with verified work emails. The United States is the largest market and London the largest hub.
This list covers estate planning accountants worldwide, 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for estate planning accountants follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest estate planning accountants worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 6,589 contacts → | ||||
Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 2,058 contacts → | ||||
Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1,927 contacts → | ||||
Indirect evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 1,775 contacts → | ||||
Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1,413 contacts → | ||||
Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1,173 contacts → | ||||
Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 970 contacts → | ||||
Indirect evidence “About Us From day one, you’ll notice there is something special about working at Davy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 969 contacts → | ||||
Indirect evidence “Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 948 contacts → | ||||
Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 865 contacts → | ||||
Indirect evidence “Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 851 contacts → | ||||
Indirect evidence “Profesionální a komplexní majetkové poradenství.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 718 contacts → | ||||
Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 708 contacts → | ||||
Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 704 contacts → | ||||
Indirect evidence “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 689 contacts → | ||||
Indirect evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 682 contacts → | ||||
Indirect evidence “Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 673 contacts → | ||||
Strong evidence “Our bank specialises in wealth management and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 593 contacts → | ||||
Indirect evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 591 contacts → | ||||
Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 589 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 575 contacts → | ||||
Partial evidence “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning accountants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names estate planning accountants.
- Partial evidence
- Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate planning accountants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 42,715 estate planning accountants worldwide
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Estate planning accountants worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
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 estate planning accountants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for estate planning accountants are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “estate planning accountants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate planning accountants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among estate planning accountants, and records with no verified work email.
- 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 its RevenueBase Smart Search 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, 184,026 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 20, 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.
Estate planning accountants by location
249 lists · largest firstEvery Estate planning accountants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Estate planning accountants based in the United States19,831
- Estate planning accountants based in the United Kingdom3,624
- Estate planning accountants based in France2,118
- Estate planning accountants based in Australia2,059
- Estate planning accountants based in India1,840
- Estate planning accountants based in Canada1,605
- Estate planning accountants based in Germany803
- Estate planning accountants based in Switzerland694
- Estate planning accountants based in Brazil661
- Estate planning accountants based in South Africa633
- Estate planning accountants based in the Netherlands497
- Estate planning accountants based in Mexico279
- Estate planning accountants based in Spain273
- Estate planning accountants based in the United Arab Emirates244
- Estate planning accountants based in Italy199
- Estate planning accountants based in Ireland195
- Estate planning accountants based in Singapore172
- Estate planning accountants based in Belgium171
- Estate planning accountants based in Malaysia143
- Estate planning accountants based in Argentina127
- Estate planning accountants based in Greece109
- Estate planning accountants based in Hong Kong108
- Estate planning accountants based in New Zealand108
- Estate planning accountants based in Colombia105
- Estate planning accountants based in Israel77
- Estate planning accountants based in Chile72
- Estate planning accountants based in Peru65
- Estate planning accountants based in Portugal64
- Estate planning accountants based in Austria54
- Estate planning accountants based in Nigeria53
- Estate planning accountants based in Luxembourg49
- Estate planning accountants based in Sweden44
- Estate planning accountants based in Poland43
- Estate planning accountants based in Cyprus41
- Estate planning accountants based in Indonesia41
- Estate planning accountants based in Mauritius39
- Estate planning accountants based in Liechtenstein32
- Estate planning accountants based in Thailand32
Cities
- Estate planning accountants based in London, United Kingdom707
- Estate planning accountants based in Paris, France463
- Estate planning accountants based in New York, United States439
- Estate planning accountants based in Mumbai, India291
- Estate planning accountants based in Sydney, Australia282
- Estate planning accountants based in Houston, United States246
- Estate planning accountants based in Sao Paulo, Brazil245
- Estate planning accountants based in Atlanta, United States241
- Estate planning accountants based in Dallas, United States223
- Estate planning accountants based in San Diego, United States221
- Estate planning accountants based in Chicago, United States216
- Estate planning accountants based in Toronto, Canada195
- Estate planning accountants based in Scottsdale, United States184
- Estate planning accountants based in Austin, United States180
- Estate planning accountants based in Melbourne, Australia176
- Estate planning accountants based in Los Angeles, United States153
- Estate planning accountants based in Charlotte, United States146
- Estate planning accountants based in Denver, United States146
- Estate planning accountants based in Miami, United States143
- Estate planning accountants based in San Francisco, United States143
- Estate planning accountants based in Tampa, United States131
- Estate planning accountants based in Boston, United States129
- Estate planning accountants based in New Delhi, India125
- Estate planning accountants based in Pune, India123
- Estate planning accountants based in Zurich, Switzerland123
- Estate planning accountants based in Calgary, Canada122
- Estate planning accountants based in Irvine, United States112
- Estate planning accountants based in Cincinnati, United States108
- Estate planning accountants based in Phoenix, United States108
- Estate planning accountants based in Johannesburg, South Africa105
- Estate planning accountants based in Boca Raton, United States104
- Estate planning accountants based in Vancouver, Canada99
- Estate planning accountants based in Portland, United States97
- Estate planning accountants based in Lyon, France96
- Estate planning accountants based in Las Vegas, United States94
- Estate planning accountants based in Newport Beach, United States93
- Estate planning accountants based in Cape Town, South Africa92
- Estate planning accountants based in Overland Park, United States91
- Estate planning accountants based in Raleigh, United States89
- Estate planning accountants based in Indianapolis, United States87
- Estate planning accountants based in San Antonio, United States86
- Estate planning accountants based in Bellevue, United States84
- Estate planning accountants based in Columbus, United States84
- Estate planning accountants based in Seattle, United States84
- Estate planning accountants based in Brisbane, Australia81
- Estate planning accountants based in Columbia, United States80
- Estate planning accountants based in Minneapolis, United States77
- Estate planning accountants based in Bangalore, India75
- Estate planning accountants based in Grand Rapids, United States75
- Estate planning accountants based in Pittsburgh, United States75
- Estate planning accountants based in Ahmedabad, India73
- Estate planning accountants based in Fort Worth, United States73
- Estate planning accountants based in Birmingham, United States72
- Estate planning accountants based in Manchester, United Kingdom72
- Estate planning accountants based in Greenville, United States70
- Estate planning accountants based in Wilmington, United States70
- Estate planning accountants based in Omaha, United States69
- Estate planning accountants based in Fort Lauderdale, United States68
- Estate planning accountants based in Toulouse, France68
- Estate planning accountants based in Geneva, Switzerland67
- Estate planning accountants based in Rochester, United States66
- Estate planning accountants based in Madison, United States65
- Estate planning accountants based in Washington, United States65
- Estate planning accountants based in Louisville, United States64
- Estate planning accountants based in Orlando, United States64
- Estate planning accountants based in Bordeaux, France63
- Estate planning accountants based in Jacksonville, United States62
- Estate planning accountants based in Richmond, United States62
- Estate planning accountants based in Sarasota, United States61
- Estate planning accountants based in Colorado Springs, United States60
- Estate planning accountants based in Greenwood Village, United States60
- Estate planning accountants based in Bengaluru, India59
- Estate planning accountants based in Salt Lake City, United States59
- Estate planning accountants based in Montreal, Canada58
- Estate planning accountants based in Nashville, United States58
- Estate planning accountants based in Springfield, United States58
- Estate planning accountants based in Glasgow, United Kingdom57
- Estate planning accountants based in Plano, United States57
- Estate planning accountants based in Walnut Creek, United States57
- Estate planning accountants based in Tulsa, United States56
- Estate planning accountants based in Chennai, India55
- Estate planning accountants based in San Jose, United States55
- Estate planning accountants based in Winnipeg, Canada55
- Estate planning accountants based in Cleveland, United States54
- Estate planning accountants based in Coral Gables, United States54
- Estate planning accountants based in Edinburgh, United Kingdom53
- Estate planning accountants based in Edmonton, Canada52
- Estate planning accountants based in Hamburg, Germany52
- Estate planning accountants based in Mississauga, Canada52
- Estate planning accountants based in Tucson, United States52
- Estate planning accountants based in Lexington, United States51
- Estate planning accountants based in Noida, India50
- Estate planning accountants based in Pasadena, United States50
- Estate planning accountants based in Rio De Janeiro, Brazil50
- Estate planning accountants based in Leeds, United Kingdom49
- Estate planning accountants based in Naples, United States49
- Estate planning accountants based in Curitiba, Brazil48
- Estate planning accountants based in Hyderabad, India48
- Estate planning accountants based in Roseville, United States48
- Estate planning accountants based in Alpharetta, United States47
- Estate planning accountants based in Pretoria, South Africa47
- Estate planning accountants based in Adelaide, Australia46
- Estate planning accountants based in Franklin, United States46
- Estate planning accountants based in Perth, Australia46
- Estate planning accountants based in Philadelphia, United States46
- Estate planning accountants based in Troy, United States46
- Estate planning accountants based in Knoxville, United States45
- Estate planning accountants based in Ottawa, Canada45
- Estate planning accountants based in Baton Rouge, United States44
- Estate planning accountants based in Memphis, United States44
- Estate planning accountants based in Oklahoma City, United States44
- Estate planning accountants based in Frisco, United States43
- Estate planning accountants based in Westlake Village, United States43
- Estate planning accountants based in Beverly Hills, United States42
- Estate planning accountants based in Bristol, United Kingdom42
- Estate planning accountants based in Lake Oswego, United States42
- Estate planning accountants based in Melville, United States42
- Estate planning accountants based in Berlin, Germany41
- Estate planning accountants based in Charleston, United States41
- Estate planning accountants based in Lugano, Switzerland41
- Estate planning accountants based in The Woodlands, United States41
- Estate planning accountants based in Annapolis, United States40
- Estate planning accountants based in Birmingham, United Kingdom40
- Estate planning accountants based in Brentwood, United States39
- Estate planning accountants based in Reno, United States39
- Estate planning accountants based in Virginia Beach, United States39
- Estate planning accountants based in Bethesda, United States38
- Estate planning accountants based in Bloomington, United States38
- Estate planning accountants based in Sacramento, United States38
- Estate planning accountants based in Lafayette, United States37
- Estate planning accountants based in Plymouth, United States37
- Estate planning accountants based in Fort Collins, United States36
- Estate planning accountants based in Kansas City, United States36
- Estate planning accountants based in North Sydney, Australia36
- Estate planning accountants based in Rockville, United States36
- Estate planning accountants based in Woodbury, United States36
- Estate planning accountants based in Boise, United States35
- Estate planning accountants based in Chattanooga, United States35
- Estate planning accountants based in Chesterfield, United States35
- Estate planning accountants based in Gurgaon, India35
- Estate planning accountants based in West Chester, United States35
- Estate planning accountants based in Mclean, United States34
- Estate planning accountants based in Minnetonka, United States34
- Estate planning accountants based in Fort Wayne, United States33
- Estate planning accountants based in Greensboro, United States33
- Estate planning accountants based in Lincoln, United States33
- Estate planning accountants based in Santa Barbara, United States33
- Estate planning accountants based in Albuquerque, United States32
- Estate planning accountants based in Englewood, United States32
- Estate planning accountants based in Markham, Canada32
- Estate planning accountants based in Northbrook, United States32
- Estate planning accountants based in Red Bank, United States32
- Estate planning accountants based in West Des Moines, United States32
- Estate planning accountants based in Boulder, United States31
- Estate planning accountants based in Buffalo, United States31
- Estate planning accountants based in Jackson, United States31
- Estate planning accountants based in Salem, United States31
- Estate planning accountants based in Southlake, United States31
- Estate planning accountants based in Alexandria, United States30
- Estate planning accountants based in Arlington, United States30
- Estate planning accountants based in Bloomfield Hills, United States30
- Estate planning accountants based in Carlsbad, United States30
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning accountants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many estate planning accountants are there worldwide?
RevenueBase identified 42,715 estate planning accountants worldwide 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?
Profuturo, headquartered in Worldwide, tops this list with the largest team on record.
Which country has the most estate planning accountants?
The United States leads with 19,831 companies, followed by the United Kingdom (3,624) and France (2,118). Every estate planning accountants list by country and city is linked on this page.
Which city has the most estate planning accountants?
London leads with 736 headquartered companies, followed by Paris (463) and New York (439).
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 184,026 verified decision-maker contacts tracked across these 42,715 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 20, 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 Smart Search, 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.