Company lists · Data refreshed November 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 Nov 6, 2026 10,387 companies tracked

RevenueBase identified 10,387 company matches for estate planning consultants worldwide as of November 2026 and tracks 61,927 professional contacts across them, including 22,627 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for estate planning consultants 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 November 6, 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 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 Nov 6, 2026 How this list was built

10,387Companies

61,927Contacts tracked

22,627Verified emails

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The 25 largest estate planning consultants worldwide

Ranked by team size

Top 25 of 10,387 company matches for estate planning consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Capital Legacy	Exact match	Bryanston, South AfricaHQ recorded Nov 6, 2026	501-1,000	720 contacts →
	Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Moneta	Exact match	Clayton, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	641 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 · Nov 6, 2026 · View company records in RevenueBase
4	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	610 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	569 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Blue Trust	Exact match	Alpharetta, TN, United StatesHQ recorded Nov 6, 2026	201-500	505 contacts →
	Exact match “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Fiduciary Trust International	Exact match	New York, FL, United StatesHQ recorded Nov 6, 2026	201-500	436 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Nov 6, 2026	1,001-5,000	412 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Rockwills International Group	Exact match	Kuala Lumpur, MalaysiaHQ recorded Nov 6, 2026	51-200	360 contacts →
	Exact match “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Nov 6, 2026	201-500	318 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Nov 6, 2026	201-500	220 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Financial Growth Partners	Exact match	Hunt Valley, VA, United StatesHQ recorded Nov 6, 2026	51-200	208 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Charles Monat Associates	Exact match	SingaporeHQ recorded Nov 6, 2026	201-500	205 contacts →
	Exact match “Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	TOWRY	Exact match	Bracknell, United KingdomHQ recorded Nov 6, 2026	501-1,000	185 contacts →
	Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Vanilla	Exact match	Bellevue, UT, United StatesHQ recorded Nov 6, 2026	51-200	176 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Harrison LLP	Exact match	12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026	201-500	168 contacts →
	Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	wealth.com	Exact match	Tempe, AZ, United StatesHQ recorded Nov 6, 2026	51-200	160 contacts →
	Exact match “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Right Legal Group	Exact match	Derby, United KingdomHQ recorded Nov 6, 2026	51-200	153 contacts →
	Exact match “Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	143 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Parallel Advisors, LLC	Exact match	San Francisco, HI, United StatesHQ recorded Nov 6, 2026	51-200	141 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	132 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	MKC Wealth	Exact match	London, United KingdomHQ recorded Nov 6, 2026	51-200	132 contacts →
	Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Steelpeak Wealth	Exact match	Woodland Hills, CA, United StatesHQ recorded Nov 6, 2026	51-200	114 contacts →
	Exact match “SteelPeak is a wealth management firm headquartered in Los Angeles with offices in Century City, Woodland Hills, Newport Beach, Santa Barbara, Las Vegas, Chicago, and Boca Raton.” Recorded in the RevenueBase company graph · Nov 6, 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 consultants”. 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 10,387 estate planning consultants worldwide

See the full list, filter by size, metro and specialty, and access 22,627 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning consultants worldwide at a glance

As of Nov 6, 2026

36.5%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

8,411

11-50

1,625

51-200

208

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

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 consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “estate planning consultants” 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 22,627 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 November 6, 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 consultants by location

60 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 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning consultants are there worldwide?

RevenueBase identified 10,387 company matches for estate planning consultants worldwide as of November 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?

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

Which country has the most estate planning consultants?

The United States leads with 6,191 companies, followed by the United Kingdom (748) and France (513). 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 115 company records, followed by London (93) and Paris (88).

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 22,627 professional contacts with verified work emails tracked across these 10,387 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 November 6, 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.