Company lists · Data refreshed September 2026
Top 25 Estate accounting firms based in the United States
RevenueBase identified 4,143 company matches for estate accounting firms associated with the United States as of September 2026 and tracks 25,720 professional contacts across them, including 10,767 with verified work emails and 10,974 with mobile numbers. New York is the largest hub.
This list covers company matches for estate accounting firms associated with the United States, 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 2, 2026.
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.
The 25 largest estate accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 641 contacts → | ||||
Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 515 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 2, 2026 · View company records in RevenueBase | |||||
| 3 | 385 contacts → | ||||
Exact match “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 348 contacts → | ||||
Exact match “Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 318 contacts → | ||||
Exact match “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 158 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 151 contacts → | ||||
Exact match “You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 118 contacts → | ||||
Exact match “For over 50 years, Seidel Schroeder has been the home of solid, secure financial leadership in the Brazos Valley.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 115 contacts → | ||||
Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 113 contacts → | ||||
Exact match “Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 102 contacts → | ||||
Exact match “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 102 contacts → | ||||
Exact match “Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 93 contacts → | ||||
Exact match “We are a full service mezzanine accounting firm that provides an atmosphere where people can flourish in their careers, while at the same time, being able to have meaningful…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 77 contacts → | ||||
Exact match “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 68 contacts → | ||||
Exact match “Our accounting firm was established to provide expert solutions to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 66 contacts → | ||||
Exact match “Martin Starnes & Associates has offices in Hickory and Taylorsville, North Carolina, and our clients are located across the state.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 63 contacts → | ||||
Exact match “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 62 contacts → | ||||
Exact match “Every client is different.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 57 contacts → | ||||
Exact match “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 53 contacts → | ||||
Exact match “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 53 contacts → | ||||
Exact match “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 52 contacts → | ||||
Exact match “Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 51 contacts → | ||||
Exact match “Founded in 1986, TSS Advisors (formerly Tyler, Simms & St.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 50 contacts → | ||||
Exact match “Let us help you prepare for success!” Recorded in the RevenueBase company graph · Sep 2, 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 accounting 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 4,143 estate accounting firms based in the United States
See the full list, filter by size, metro and specialty, and access 10,767 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate accounting firms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “estate accounting 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 10,767 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 2, 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 accounting firms by metro
- Estate accounting firms in New York76
- Estate accounting firms in San Diego67
- Estate accounting firms in Houston64
- Estate accounting firms in Chicago55
- Estate accounting firms in Los Angeles52
- Estate accounting firms in Atlanta42
- Estate accounting firms in Dallas38
- Estate accounting firms in Boca Raton38
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 accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate accounting firms are there based in the United States?
RevenueBase identified 4,143 company matches for estate accounting firms associated with the United States 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?
HBK Cpas & Consultants tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate accounting firms?
New York leads with 76 company records, followed by San Diego (67) and Houston (64).
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 10,767 professional contacts with verified work emails tracked across these 4,143 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,143 estate accounting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Estate accounting firms by geography
- Estate accounting firms based in Canada
- Estate accounting firms based in the United Kingdom
- Estate accounting firms based in Australia
- Estate accounting firms based in Germany
- Estate accounting firms based in the Netherlands
- Estate accounting firms based in South Africa
- Estate accounting firms based in Switzerland
- Estate accounting firms based in Brazil
- Estate accounting firms based in France
- Estate accounting firms based in Spain
- Estate accounting firms based in Belgium
- Estate accounting firms based in Italy
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate accounting firms based in Canada
- Estate accounting firms based in the United Kingdom
- Estate accounting firms based in Australia
- Estate accounting firms based in Germany
- Estate accounting firms based in the Netherlands
- Estate accounting firms based in South Africa
Company intelligence · public preview
Top 25 estate accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,143 matching company records for estate accounting firms based in the United States, with 25,720 tracked contacts and 10,767 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  HBK Cpas & Consultantshbkcpa.comHQ: HQ not recorded; location: Timonium, MD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Timonium, MD, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MAI Capital Managementmai.capitalHQ: HQ not recorded; location: Columbus, OH, United StatesReported employees: 501-1,000 | HQ not recorded; location: Columbus, OH, United States | 501-1,000 | Exact match | 515 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Apercen Partners LLCapercen.comHQ: HQ not recorded; location: Palo Alto, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Palo Alto, CA, United States | 201-500 | Exact match | 385 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Advantage ONE TAX Consultingaotax.comHQ: HQ not recorded; location: Sterling, VA, United StatesReported employees: 201-500 | HQ not recorded; location: Sterling, VA, United States | 201-500 | Exact match | 348 contacts → |
“Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Boulayboulaygroup.comHQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 201-500 | HQ not recorded; location: Minneapolis, MN, United States | 201-500 | Exact match | 318 contacts → |
“We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Harrison LLPharrisonllp.comHQ: HQ not recorded; location: United StatesReported employees: 201-500 | HQ not recorded; location: United States | 201-500 | Exact match | 158 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kerkering Barberiokbgrp.comHQ: HQ not recorded; location: Sarasota, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Sarasota, FL, United States | 51-200 | Exact match | 151 contacts → |
“You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Universal Wealthuniversalwealth.comHQ: HQ not recorded; location: Surprise, AZ, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Seidel Schroederssccpa.comHQ: HQ not recorded; location: College Station, TX, United StatesReported employees: 51-200 | HQ not recorded; location: College Station, TX, United States | 51-200 | Exact match | 118 contacts → |
“For over 50 years, Seidel Schroeder has been the home of solid, secure financial leadership in the Brazos Valley.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  OATHplanwithoath.comHQ: HQ not recorded; location: Round Rock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Round Rock, TX, United States | 51-200 | Exact match | 115 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lucas Horsfalllucashorsfall.comHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 113 contacts → |
“Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Belfint, Lyons & Shuman, P.Abelfint.comHQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 51-200 | HQ not recorded; location: Wilmington, DE, United States | 51-200 | Exact match | 102 contacts → |
“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Santa Barbara, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Santa Barbara, CA, United States | 51-200 | Exact match | 102 contacts → |
“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wright Ford Young & COcpa-wfy.comHQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Irvine, CA, United States | 51-200 | Exact match | 93 contacts → |
“We are a full service mezzanine accounting firm that provides an atmosphere where people can flourish in their careers, while at the same time, being able to have meaningful…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cassin & Cassin LLPcassinllp.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Beasley, Mitchell & Co., LLPbmc-cpa.comHQ: HQ not recorded; location: Las Cruces, NM, United StatesReported employees: 51-200 | HQ not recorded; location: Las Cruces, NM, United States | 51-200 | Exact match | 68 contacts → |
“Our accounting firm was established to provide expert solutions to businesses and individuals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Martin Starnes & Associates, Cpas, P.Amartinstarnes.comHQ: HQ not recorded; location: Statesville, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Statesville, NC, United States | 51-200 | Exact match | 66 contacts → |
“Martin Starnes & Associates has offices in Hickory and Taylorsville, North Carolina, and our clients are located across the state.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Plante Moran Wealth Managementplantemoran.comHQ: HQ not recorded; location: Southfield, MI, United StatesReported employees: 201-500 | HQ not recorded; location: Southfield, MI, United States | 201-500 | Exact match | 63 contacts → |
“As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Gilliam Bell Moser LLPgbmcpas.comHQ: HQ not recorded; location: Greensboro, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Greensboro, NC, United States | 51-200 | Exact match | 62 contacts → |
“Every client is different.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Overland Park, KS, United States | 51-200 | Exact match | 57 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Keystone LAW Group, P.Ckeystone-law.comHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 53 contacts → |
“At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Blum Firm, P.Ctheblumfirm.comHQ: HQ not recorded; location: Fort Worth, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Fort Worth, TX, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wymer Brownlee Wealth Strategieswymerbrownlee.comHQ: HQ not recorded; location: Tulsa, OK, United StatesReported employees: 51-200 | HQ not recorded; location: Tulsa, OK, United States | 51-200 | Exact match | 52 contacts → |
“Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  TSS Advisors, LLCtss-advisors.comHQ: HQ not recorded; location: Lebanon, NH, United StatesReported employees: 51-200 | HQ not recorded; location: Lebanon, NH, United States | 51-200 | Exact match | 51 contacts → |
“Founded in 1986, TSS Advisors (formerly Tyler, Simms & St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Welgaard Cpas & Advisorswelgaardcpa.comHQ: HQ not recorded; location: Pella, IA, United StatesReported employees: 51-200 | HQ not recorded; location: Pella, IA, United States | 51-200 | Exact match | 50 contacts → |
“Let us help you prepare for success!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,143 company matches
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Estate accounting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,093 records in the displayed employee bands.
50 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate accounting firms by metro
- Estate accounting firms in New York76
- Estate accounting firms in San Diego67
- Estate accounting firms in Houston64
- Estate accounting firms in Chicago55
- Estate accounting firms in Los Angeles52
- Estate accounting firms in Atlanta42
- Estate accounting firms in Dallas38
- Estate accounting firms in Boca Raton38
Questions about this company list
What does Exact match mean for estate accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate accounting firms did RevenueBase find based in the United States?
The saved snapshot records 4,143 matching company records, 25,720 tracked contacts and 10,767 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate accounting firms by geography
- Estate accounting firms based in Canada
- Estate accounting firms based in the United Kingdom
- Estate accounting firms based in Australia
- Estate accounting firms based in Germany
- Estate accounting firms based in the Netherlands
- Estate accounting firms based in South Africa
- Estate accounting firms based in Switzerland
- Estate accounting firms based in Brazil
- Estate accounting firms based in France
- Estate accounting firms based in Spain
- Estate accounting firms based in Belgium
- Estate accounting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 estate accounting firms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/estate-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate accounting firms based in Canada
- Estate accounting firms based in the United Kingdom
- Estate accounting firms based in Australia
- Estate accounting firms based in Germany
- Estate accounting firms based in the Netherlands
- Estate accounting firms based in South Africa
Company intelligence · public preview
Top 25 estate accounting firms based in the United States
RevenueBase records 4,143 matching company records for estate accounting firms based in the United States, with 25,720 tracked contacts and 10,767 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HBK Cpas & Consultantshbkcpa.com HQ: HQ not recorded; location: Timonium, MD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Timonium, MD, United States | 501-1,000 | Exact match | 641 contacts → |
“Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MAI Capital Managementmai.capital HQ: HQ not recorded; location: Columbus, OH, United StatesReported employees: 501-1,000 | HQ not recorded; location: Columbus, OH, United States | 501-1,000 | Exact match | 515 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Apercen Partners LLCapercen.com HQ: HQ not recorded; location: Palo Alto, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Palo Alto, CA, United States | 201-500 | Exact match | 385 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Advantage ONE TAX Consultingaotax.com HQ: HQ not recorded; location: Sterling, VA, United StatesReported employees: 201-500 | HQ not recorded; location: Sterling, VA, United States | 201-500 | Exact match | 348 contacts → |
“Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Boulayboulaygroup.com HQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 201-500 | HQ not recorded; location: Minneapolis, MN, United States | 201-500 | Exact match | 318 contacts → |
“We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Harrison LLPharrisonllp.com HQ: HQ not recorded; location: United StatesReported employees: 201-500 | HQ not recorded; location: United States | 201-500 | Exact match | 158 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kerkering Barberiokbgrp.com HQ: HQ not recorded; location: Sarasota, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Sarasota, FL, United States | 51-200 | Exact match | 151 contacts → |
“You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Universal Wealthuniversalwealth.com HQ: HQ not recorded; location: Surprise, AZ, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Seidel Schroederssccpa.com HQ: HQ not recorded; location: College Station, TX, United StatesReported employees: 51-200 | HQ not recorded; location: College Station, TX, United States | 51-200 | Exact match | 118 contacts → |
“For over 50 years, Seidel Schroeder has been the home of solid, secure financial leadership in the Brazos Valley.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | OATHplanwithoath.com HQ: HQ not recorded; location: Round Rock, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Round Rock, TX, United States | 51-200 | Exact match | 115 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lucas Horsfalllucashorsfall.com HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 113 contacts → |
“Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Belfint, Lyons & Shuman, P.Abelfint.com HQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 51-200 | HQ not recorded; location: Wilmington, DE, United States | 51-200 | Exact match | 102 contacts → |
“Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Santa Barbara, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Santa Barbara, CA, United States | 51-200 | Exact match | 102 contacts → |
“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wright Ford Young & COcpa-wfy.com HQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Irvine, CA, United States | 51-200 | Exact match | 93 contacts → |
“We are a full service mezzanine accounting firm that provides an atmosphere where people can flourish in their careers, while at the same time, being able to have meaningful…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cassin & Cassin LLPcassinllp.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Beasley, Mitchell & Co., LLPbmc-cpa.com HQ: HQ not recorded; location: Las Cruces, NM, United StatesReported employees: 51-200 | HQ not recorded; location: Las Cruces, NM, United States | 51-200 | Exact match | 68 contacts → |
“Our accounting firm was established to provide expert solutions to businesses and individuals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Martin Starnes & Associates, Cpas, P.Amartinstarnes.com HQ: HQ not recorded; location: Statesville, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Statesville, NC, United States | 51-200 | Exact match | 66 contacts → |
“Martin Starnes & Associates has offices in Hickory and Taylorsville, North Carolina, and our clients are located across the state.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Plante Moran Wealth Managementplantemoran.com HQ: HQ not recorded; location: Southfield, MI, United StatesReported employees: 201-500 | HQ not recorded; location: Southfield, MI, United States | 201-500 | Exact match | 63 contacts → |
“As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Gilliam Bell Moser LLPgbmcpas.com HQ: HQ not recorded; location: Greensboro, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Greensboro, NC, United States | 51-200 | Exact match | 62 contacts → |
“Every client is different.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Overland Park, KS, United States | 51-200 | Exact match | 57 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Keystone LAW Group, P.Ckeystone-law.com HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 53 contacts → |
“At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Blum Firm, P.Ctheblumfirm.com HQ: HQ not recorded; location: Fort Worth, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Fort Worth, TX, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wymer Brownlee Wealth Strategieswymerbrownlee.com HQ: HQ not recorded; location: Tulsa, OK, United StatesReported employees: 51-200 | HQ not recorded; location: Tulsa, OK, United States | 51-200 | Exact match | 52 contacts → |
“Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TSS Advisors, LLCtss-advisors.com HQ: HQ not recorded; location: Lebanon, NH, United StatesReported employees: 51-200 | HQ not recorded; location: Lebanon, NH, United States | 51-200 | Exact match | 51 contacts → |
“Founded in 1986, TSS Advisors (formerly Tyler, Simms & St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Welgaard Cpas & Advisorswelgaardcpa.com HQ: HQ not recorded; location: Pella, IA, United StatesReported employees: 51-200 | HQ not recorded; location: Pella, IA, United States | 51-200 | Exact match | 50 contacts → |
“Let us help you prepare for success!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,143 company matches
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Estate accounting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
4,093 records in the displayed employee bands.
50 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate accounting firms by metro
- Estate accounting firms in New York76
- Estate accounting firms in San Diego67
- Estate accounting firms in Houston64
- Estate accounting firms in Chicago55
- Estate accounting firms in Los Angeles52
- Estate accounting firms in Atlanta42
- Estate accounting firms in Dallas38
- Estate accounting firms in Boca Raton38
Questions about this company list
What does Exact match mean for estate accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate accounting firms did RevenueBase find based in the United States?
The saved snapshot records 4,143 matching company records, 25,720 tracked contacts and 10,767 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate accounting firms by geography
- Estate accounting firms based in Canada
- Estate accounting firms based in the United Kingdom
- Estate accounting firms based in Australia
- Estate accounting firms based in Germany
- Estate accounting firms based in the Netherlands
- Estate accounting firms based in South Africa
- Estate accounting firms based in Switzerland
- Estate accounting firms based in Brazil
- Estate accounting firms based in France
- Estate accounting firms based in Spain
- Estate accounting firms based in Belgium
- Estate accounting firms based in Italy
Cite this list
RevenueBase Data Team. Top 25 estate accounting firms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/estate-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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