Company lists · Data refreshed October 2026

Top 25 Estate planning architects worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 18,382 companies tracked

RevenueBase identified 18,382 company matches for estate planning architects worldwide as of October 2026 and tracks 193,135 professional contacts across them, including 77,032 with verified work emails. The United States is the largest market and Paris the largest hub.

This list covers company matches for estate planning architects worldwide, 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 October 12, 2026. Country and city lists for estate planning architects follow the table.

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 Oct 12, 2026 How this list was built

18,382Companies

193,135Contacts tracked

77,032Verified emails

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The 25 largest estate planning architects worldwide

Ranked by team size

Top 25 of 18,382 company matches for estate planning architects worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,612 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 12, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,255 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Findex	Exact match	Melbourne, AustraliaHQ recorded Oct 12, 2026	1,001-5,000	1,670 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 12, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 12, 2026	501-1,000	1,614 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Oct 12, 2026	501-1,000	1,171 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Zedra Group	Exact match	St. Helier, JerseyHQ recorded Oct 12, 2026	1,001-5,000	920 contacts →
	Exact match “We are ZEDRA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Oct 12, 2026	501-1,000	762 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Farrer & CO	Exact match	London, United KingdomHQ recorded Oct 12, 2026	201-500	709 contacts →
	Exact match “Farrer & Co is synonymous with the highest quality legal advice and service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Capital Legacy	Exact match	Bryanston, South AfricaHQ recorded Oct 12, 2026	501-1,000	697 contacts →
	Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Oct 12, 2026	501-1,000	692 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Oct 12, 2026	501-1,000	679 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Forsters LLP	Exact match	London, United KingdomHQ recorded Oct 12, 2026	501-1,000	636 contacts →
	Exact match “We’re Forsters, a leading law firm renowned for our private client and real estate focus.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Oct 12, 2026	501-1,000	621 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	587 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Oct 12, 2026	501-1,000	571 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Plesner	Exact match	Copenhagen, DenmarkHQ recorded Oct 12, 2026	501-1,000	571 contacts →
	Exact match “Plesner is one of Denmark's leading law firms.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Louvre Banque Privée	Exact match	Paris, FranceHQ recorded Oct 12, 2026	501-1,000	567 contacts →
	Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Oct 12, 2026	501-1,000	554 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Oct 12, 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 “estate planning architects”. 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 18,382 estate planning architects worldwide

See the full list, filter by size, metro and specialty, and access 77,032 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects worldwide at a glance

As of Oct 12, 2026

39.9%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · Paris

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

13,991

11-50

3,602

51-200

528

201-500

104

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

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.
Coverage: Every country. Country and city lists for estate planning architects are linked below.
What qualifies: Company records worldwide whose business descriptions match “estate planning architects” 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. 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 77,032 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 October 12, 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.

Estate planning architects by location

103 lists · largest first

Every Estate planning architects 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 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 “estate planning architects”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning architects are there worldwide?

RevenueBase identified 18,382 company matches for estate planning architects worldwide as of October 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most estate planning architects?

The United States leads with 9,886 companies, followed by the United Kingdom (1,281) and France (1,197). Every estate planning architects list by country and city is linked on this page.

Which city has the most estate planning architects?

Paris leads with 262 company records, followed by London (259) and New York (219).

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 77,032 professional contacts with verified work emails tracked across these 18,382 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 October 12, 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.