Company lists · Data refreshed September 2026

Top 25 Estate planning advisors worldwide

Name: Estate planning advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 14,812 companies tracked

RevenueBase identified 14,812 estate planning advisors worldwide as of September 2026 and tracks 157,770 professional contacts across them, including 64,013 with verified work emails. The United States is the largest market and London the largest hub.

This list covers estate planning advisors 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 19, 2026. Country and city lists for estate planning advisors 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 19, 2026 86% judged on-target in blind review

14,812Companies

157,770Contacts tracked

64,013Verified emails

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The 25 largest estate planning advisors worldwide

Ranked by team size

Top 25 of 14,812 estate planning advisors worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026
2	IG Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	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 19, 2026
3	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 19, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 19, 2026
4	Creative Planning	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,885 contacts →
	Strong evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 19, 2026
5	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 19, 2026
6	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 19, 2026	501-1,000	1,555 contacts →
	Indirect evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 19, 2026
7	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
8	Allianz Bank Financial Advisors	Indirect evidence	Milano, ItalyHQ checked Sep 19, 2026	501-1,000	1,413 contacts →
	Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 19, 2026
9	Focus Partners	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,249 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 19, 2026
10	PSG Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 19, 2026	501-1,000	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 19, 2026
11	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 19, 2026
12	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 19, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 19, 2026
13	Capital Legacy	Indirect evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	501-1,000	718 contacts →
	Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 19, 2026
14	Pathstone	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 19, 2026	501-1,000	692 contacts →
	Partial evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
15	Succession Wealth	Indirect evidence	Birmingham, United KingdomHQ checked Sep 19, 2026	501-1,000	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 19, 2026
16	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
17	Moneta	Indirect evidence	Clayton, MO, United StatesHQ checked Sep 19, 2026	501-1,000	586 contacts →
	Indirect evidence “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Source: RevenueBase Database · checked Sep 19, 2026
18	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 19, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 19, 2026
19	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 19, 2026
20	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Indirect evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 19, 2026
21	Ascot Lloyd	Indirect evidence	Birmingham, United KingdomHQ checked Sep 19, 2026	501-1,000	489 contacts →
	Indirect evidence “Ready to make baffling jargon and unclear advice a thing of the past?” Source: RevenueBase Database · checked Sep 19, 2026
22	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026
23	Financial Alliance PTE LTD	Partial evidence	SingaporeHQ checked Sep 19, 2026	201-500	453 contacts →
	Partial evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	Progeny	Strong evidence	Leeds, United KingdomHQ checked Sep 19, 2026	201-500	415 contacts →
	Strong evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 19, 2026
25	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026

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 advisors. 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 advisors.
Partial evidence: Its own public description names part of estate planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning advisors. 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 14,812 estate planning advisors worldwide

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Estate planning advisors worldwide at a glance

As of Sep 19, 2026

40.6%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11,496

11-50

2,711

51-200

398

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 advisors, 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 advisors are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “estate planning advisors”. 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 advisors), 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 advisors, 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, 64,013 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 19, 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 advisors by location

65 lists · largest first

Every Estate planning advisors 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 advisors, 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 advisors are there worldwide?

RevenueBase identified 14,812 estate planning advisors 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which country has the most estate planning advisors?

The United States leads with 7,926 companies, followed by the United Kingdom (1,372) and France (984). Every estate planning advisors list by country and city is linked on this page.

Which city has the most estate planning advisors?

London leads with 213 headquartered companies, followed by Paris (200) and New York (156).

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 64,013 verified decision-maker contacts tracked across these 14,812 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 19, 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.