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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
42,715Companies
495,795Contacts tracked
184,026Verified emails
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The 25 largest estate planning accountants worldwide

Ranked by team size
Top 25 of 42,715 estate planning accountants worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMexicoHQ checked Sep 20, 20261,001-5,0008,710 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, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 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, 2026
3Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceBois-colombes, FranceHQ checked Sep 20, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceWiesloch, GermanyHQ checked Sep 20, 20261,001-5,0002,058 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, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 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, 2026
7Indirect evidencePraha 4 – Chodov, Czech RepublicHQ checked Sep 20, 20261,001-5,0001,775 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, 2026
8Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261,001-5,0001,664 contacts →

Indirect evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMilano, ItalyHQ checked Sep 20, 2026501-1,0001,413 contacts →

Indirect evidence

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceWaterfall, South AfricaHQ checked Sep 20, 2026501-1,0001,173 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, 2026
11Indirect evidenceDublin 2, IrelandHQ checked Sep 20, 2026501-1,000970 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, 2026
12Indirect evidenceSingaporeHQ checked Sep 20, 20261,001-5,000969 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, 2026
13Indirect evidenceZürich, SwitzerlandHQ checked Sep 20, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026501-1,000865 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, 2026
15Indirect evidencePraha 4, Czech RepublicHQ checked Sep 20, 20261,001-5,000851 contacts →

Indirect evidence

“Profesionální a komplexní majetkové poradenství.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceBryanston, South AfricaHQ checked Sep 20, 2026501-1,000718 contacts →

Indirect evidence

“Trust us to help you Leave a Legacy.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceKöln, GermanyHQ checked Sep 20, 20261,001-5,000708 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, 2026
18Indirect evidenceLille, FranceHQ checked Sep 20, 2026201-500704 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, 2026
19Indirect evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000689 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, 2026
20Indirect evidenceRegensburg, GermanyHQ checked Sep 20, 20261,001-5,000682 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, 2026
21Strong evidenceAntwerpen, BelgiumHQ checked Sep 20, 2026201-500673 contacts →

Strong evidence

“Our bank specialises in wealth management and estate planning.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceSunderland, United KingdomHQ checked Sep 20, 20261,001-5,000593 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, 2026
23Indirect evidenceRibeirão Preto, BrazilHQ checked Sep 20, 2026501-1,000591 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, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceLondon, United KingdomHQ checked Sep 20, 2026501-1,000575 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, 2026

Showing 25 of 42,715 estate planning accountants worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 184,026 reachable decision-makers.

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Estate planning accountants worldwide at a glance

As of Sep 20, 2026
37.1%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
1.7%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
30,820
11-50
9,380
51-200
1,637
201-500
383
501-1,000
145
1,001-5,000
103
5,001-10,000
22
10001+
57

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 first

Every Estate planning accountants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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.