Company lists · Data refreshed September 2026

Top 25 Estate planning consultants worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 12,291 companies tracked

RevenueBase identified 12,291 estate planning consultants worldwide as of September 2026 and tracks 114,531 professional contacts across them, including 46,755 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers estate planning consultants 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 consultants 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

12,291Companies

114,531Contacts tracked

46,755Verified emails

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The 25 largest estate planning consultants worldwide

Ranked by team size

Top 25 of 12,291 estate planning consultants 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 consultants: 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 20, 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 20, 2026
2	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,885 contacts →
	Partial 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 20, 2026
3	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 20, 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 20, 2026
4	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026
5	PSG Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 20, 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 20, 2026
6	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 20, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 20, 2026
7	Capital Legacy	Indirect evidence	Bryanston, South AfricaHQ checked Sep 20, 2026	501-1,000	718 contacts →
	Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 20, 2026
8	Moneta	Indirect evidence	Clayton, MO, United StatesHQ checked Sep 20, 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 20, 2026
9	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 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 20, 2026
10	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 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 20, 2026
11	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
12	Ascot Lloyd	Indirect evidence	Birmingham, United KingdomHQ checked Sep 20, 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 20, 2026
13	Florida Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	51-200	487 contacts →
	Partial 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 20, 2026
14	Sequoia Financial Group	Strong evidence	Akron, OH, United StatesHQ checked Sep 20, 2026	201-500	388 contacts →
	Strong evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 20, 2026
15	Cyrus Herez	Indirect evidence	Paris, FranceHQ checked Sep 20, 2026	201-500	378 contacts →
	Indirect evidence “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Source: RevenueBase Database · checked Sep 20, 2026
16	Allworth Financial	Indirect evidence	Folsom, CA, United StatesHQ checked Sep 20, 2026	201-500	364 contacts →
	Indirect evidence “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Source: RevenueBase Database · checked Sep 20, 2026
17	Rockwills International Group	Indirect evidence	Kuala Lumpur, MalaysiaHQ checked Sep 20, 2026	51-200	358 contacts →
	Indirect evidence “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Source: RevenueBase Database · checked Sep 20, 2026
18	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 20, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026
19	Harbourfront Wealth Management	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	201-500	265 contacts →
	Indirect evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
20	Turcan Connell	Indirect evidence	Edinburgh, United KingdomHQ checked Sep 20, 2026	201-500	246 contacts →
	Indirect evidence “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026
21	Mcadam Financial	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Source: RevenueBase Database · checked Sep 20, 2026
22	Mission Wealth	Indirect evidence	Santa Barbara, CA, United StatesHQ checked Sep 20, 2026	201-500	192 contacts →
	Indirect evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
23	WBW Solicitors & Chartered Financial Planners	Partial evidence	Newton Abbot, United KingdomHQ checked Sep 20, 2026	201-500	189 contacts →
	Partial evidence “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Source: RevenueBase Database · checked Sep 20, 2026
24	The Private Office TPO	Partial evidence	Leeds, United KingdomHQ checked Sep 20, 2026	201-500	188 contacts →
	Partial evidence “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Source: RevenueBase Database · checked Sep 20, 2026
25	Charles Monat Associates	Partial evidence	SingaporeHQ checked Sep 20, 2026	201-500	174 contacts →
	Partial evidence “Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Source: RevenueBase Database · checked Sep 20, 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 consultants. 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 consultants.
Partial evidence: Its own public description names part of estate planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning consultants. 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 12,291 estate planning consultants worldwide

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Estate planning consultants worldwide at a glance

As of Sep 20, 2026

40.8%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

9,756

11-50

2,106

51-200

281

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 consultants, 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 consultants are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “estate planning consultants”. 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 consultants), 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 consultants, 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, 46,755 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 consultants by location

55 lists · largest first

Every Estate planning consultants 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 consultants, 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 consultants are there worldwide?

RevenueBase identified 12,291 estate planning consultants 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 consultants?

The United States leads with 7,228 companies, followed by the United Kingdom (861) and France (649). Every estate planning consultants list by country and city is linked on this page.

Which city has the most estate planning consultants?

New York leads with 139 headquartered companies, followed by London (121) and Paris (121).

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 46,755 verified decision-maker contacts tracked across these 12,291 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.