Company lists · Data refreshed September 2026

Top 25 Estate planning firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 17,745 companies tracked

RevenueBase identified 17,745 company matches for estate planning firms worldwide as of September 2026 and tracks 112,059 professional contacts across them, including 47,993 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 firms 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 September 20, 2026. Country and city lists for estate planning firms 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 Sep 20, 2026 How this list was built

17,745Companies

112,059Contacts tracked

47,993Verified emails

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The 25 largest estate planning firms worldwide

Ranked by team size

Top 25 of 17,745 company matches for estate planning firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 20, 2026	501-1,000	1,555 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 · Sep 20, 2026 · View company records in RevenueBase
2	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 20, 2026	501-1,000	1,173 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 · Sep 20, 2026 · View company records in RevenueBase
4	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 20, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Withersworldwide	Exact match	London, GB	1,001-5,000	910 contacts →
	Exact match “For the past 125 years we have been proud to assist some of the world's most remarkable individuals and organisations in realising their ambitions and using private capital to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Capital Legacy	Exact match	Bryanston, South AfricaHQ recorded Sep 20, 2026	501-1,000	718 contacts →
	Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 20, 2026	501-1,000	692 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 · Sep 20, 2026 · View company records in RevenueBase
8	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 20, 2026	501-1,000	689 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 · Sep 20, 2026 · View company records in RevenueBase
9	Forsters LLP	Exact match	London, United KingdomHQ recorded Sep 20, 2026	501-1,000	591 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 · Sep 20, 2026 · View company records in RevenueBase
10	Offit Kurman	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	501-1,000	587 contacts →
	Exact match “Offit Kurman is a full-service AmLaw 200 firm serving dynamic businesses, individuals, and families in more than 30 areas of practice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 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 · Sep 20, 2026 · View company records in RevenueBase
12	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 20, 2026	501-1,000	520 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 · Sep 20, 2026 · View company records in RevenueBase
13	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Cyrus Herez	Exact match	Paris, FranceHQ recorded Sep 20, 2026	201-500	378 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Howes Percival	Exact match	Northampton, United KingdomHQ recorded Sep 20, 2026	201-500	374 contacts →
	Exact match “In business and in life, Howes Percival Solicitors will help you face the future with more confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Rockwills International Group	Exact match	Kuala Lumpur, MalaysiaHQ recorded Sep 20, 2026	51-200	358 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 · Sep 20, 2026 · View company records in RevenueBase
19	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Turcan Connell	Exact match	Edinburgh, United KingdomHQ recorded Sep 20, 2026	201-500	246 contacts →
	Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 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 · Sep 20, 2026 · View company records in RevenueBase
23	Cummings & Lockwood LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	201-500	212 contacts →
	Exact match “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 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 · Sep 20, 2026 · View company records in RevenueBase
25	WBW Solicitors & Chartered Financial Planners	Exact match	Newton Abbot, United KingdomHQ recorded Sep 20, 2026	201-500	189 contacts →
	Exact match “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded in the RevenueBase company graph · Sep 20, 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 firms”. 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 17,745 estate planning firms worldwide

See the full list, filter by size, metro and specialty, and access 47,993 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning firms worldwide at a glance

As of Sep 20, 2026

42.8%Verified-email coverage

6.3Average 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

13,844

11-50

3,254

51-200

449

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 firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “estate planning firms” 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 47,993 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 September 20, 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 firms by location

81 lists · largest first

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

How many estate planning firms are there worldwide?

RevenueBase identified 17,745 company matches for estate planning firms worldwide as of September 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?

BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most estate planning firms?

The United States leads with 10,814 companies, followed by the United Kingdom (1,029) and Canada (908). Every estate planning firms list by country and city is linked on this page.

Which city has the most estate planning firms?

New York leads with 199 company records, followed by London (157) and Paris (142).

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 47,993 professional contacts with verified work emails tracked across these 17,745 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 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 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.