Company lists · Data refreshed November 2026

Top 25 Legacy planning advisors worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 12,016 companies tracked

RevenueBase identified 12,016 company matches for legacy planning advisors worldwide as of November 2026 and tracks 92,451 professional contacts across them, including 38,458 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for legacy planning advisors 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 legacy planning advisors 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

12,016Companies

92,451Contacts tracked

38,458Verified emails

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The 25 largest legacy planning advisors worldwide

Ranked by team size

Top 25 of 12,016 company matches for legacy planning advisors 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	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 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 · Nov 6, 2026 · View company records in RevenueBase
2	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,714 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Nov 6, 2026	501-1,000	1,537 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Focus Partners	Exact match	St. Louis, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,530 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 · Nov 6, 2026 · View company records in RevenueBase
7	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	774 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 · Nov 6, 2026 · View company records in RevenueBase
8	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
9	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	701 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 · Nov 6, 2026 · View company records in RevenueBase
10	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	201-500	591 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Nov 6, 2026	501-1,000	561 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Baystate Financial	Exact match	Boston, NH, United StatesHQ recorded Nov 6, 2026	501-1,000	516 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 · Nov 6, 2026 · View company records in RevenueBase
13	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
14	Progeny	Exact match	Leeds, United KingdomHQ recorded Nov 6, 2026	201-500	454 contacts →
	Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	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
16	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 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 · Nov 6, 2026 · View company records in RevenueBase
17	Cyrus Herez	Exact match	Paris, FranceHQ recorded Nov 6, 2026	201-500	413 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 · Nov 6, 2026 · View company records in RevenueBase
18	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Nov 6, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, OH, United StatesHQ recorded Nov 6, 2026	51-200	371 contacts →
	Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	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
21	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
22	Northrock Partners	Exact match	Minneapolis, IL, United StatesHQ recorded Nov 6, 2026	201-500	286 contacts →
	Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Abogando Familias	Exact match	Vicente López, ArgentinaHQ recorded Nov 6, 2026	n/a	272 contacts →
	Exact match “Abogadas especialistas en Derecho de las Familias y Sucesiones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Turcan Connell	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	201-500	260 contacts →
	Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Clearstead	Exact match	Cleveland, OH, United StatesHQ recorded Nov 6, 2026	201-500	233 contacts →
	Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” 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 “legacy planning advisors”. 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 12,016 legacy planning advisors worldwide

See the full list, filter by size, metro and specialty, and access 38,458 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Legacy planning advisors worldwide at a glance

As of Nov 6, 2026

41.6%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

9,352

11-50

2,186

51-200

320

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 legacy planning advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “legacy planning advisors” 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 38,458 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.

Legacy planning advisors by location

65 lists · largest first

Every Legacy 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 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 “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many legacy planning advisors are there worldwide?

RevenueBase identified 12,016 company matches for legacy planning advisors 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?

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

Which country has the most legacy planning advisors?

The United States leads with 6,911 companies, followed by the United Kingdom (750) and France (568). Every legacy planning advisors list by country and city is linked on this page.

Which city has the most legacy planning advisors?

New York leads with 153 company records, followed by London (143) and Paris (123).

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 38,458 professional contacts with verified work emails tracked across these 12,016 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.