Company lists · Data refreshed September 2026

Top 25 Estate accounting firms based in the United States

Name: Estate accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 4,143 companies tracked

RevenueBase identified 4,143 estate accounting firms headquartered in 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 estate accounting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

4,143Companies

25,720Contacts tracked

10,767Verified emails

10,974Mobile numbers

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The 25 largest estate accounting firms based in the United States

Ranked by team size

Top 25 of 4,143 estate accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to estate accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	HBK Cpas & Consultants	Partial evidence	Timonium, MD, United States	501-1,000	641 contacts →
	Partial evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 2, 2026
2	MAI Capital Management	Indirect evidence	Columbus, OH, United States	501-1,000	515 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 2, 2026
3	Apercen Partners LLC	Indirect evidence	Palo Alto, CA, United States	201-500	385 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
4	Advantage ONE TAX Consulting	Indirect evidence	Sterling, VA, United States	201-500	348 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
5	Boulay	Partial evidence	Minneapolis, MN, United States	201-500	318 contacts →
	Partial evidence “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Source: RevenueBase Database · checked Sep 2, 2026
6	Harrison LLP	Indirect evidence	United States	201-500	158 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
7	Kerkering Barberio	Partial evidence	Sarasota, FL, United States	51-200	151 contacts →
	Partial evidence “You need an accounting professional with the benefits of a reputable and resourceful firm.” Source: RevenueBase Database · checked Sep 2, 2026
8	Universal Wealth	Indirect evidence	Surprise, AZ, United States	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 2, 2026
9	Seidel Schroeder	Indirect evidence	College Station, TX, United States	51-200	118 contacts →
	Indirect evidence “For over 50 years, Seidel Schroeder has been the home of solid, secure financial leadership in the Brazos Valley.” Source: RevenueBase Database · checked Sep 2, 2026
10	OATH	Indirect evidence	Round Rock, TX, United States	51-200	115 contacts →
	Indirect evidence “Planning for your future can feel overwhelming.” Source: RevenueBase Database · checked Sep 2, 2026
11	Lucas Horsfall	Indirect evidence	Los Angeles, CA, United States	51-200	113 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
12	Belfint, Lyons & Shuman, P.A	Strong evidence	Wilmington, DE, United States	51-200	102 contacts →
	Strong evidence “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Source: RevenueBase Database · checked Sep 2, 2026
13	Bartlett, Pringle & Wolf, LLP	Partial evidence	Santa Barbara, CA, United States	51-200	102 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
14	Wright Ford Young & CO	Partial evidence	Irvine, CA, United States	51-200	93 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
15	Cassin & Cassin LLP	Indirect evidence	New York, NY, United States	51-200	77 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
16	Beasley, Mitchell & Co., LLP	Strong evidence	Las Cruces, NM, United States	51-200	68 contacts →
	Strong evidence “Our accounting firm was established to provide expert solutions to businesses and individuals.” Source: RevenueBase Database · checked Sep 2, 2026
17	Martin Starnes & Associates, Cpas, P.A	Indirect evidence	Statesville, NC, United States	51-200	66 contacts →
	Indirect evidence “Martin Starnes & Associates has offices in Hickory and Taylorsville, North Carolina, and our clients are located across the state.” Source: RevenueBase Database · checked Sep 2, 2026
18	Plante Moran Wealth Management	Indirect evidence	Southfield, MI, United States	201-500	63 contacts →
	Indirect evidence “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Source: RevenueBase Database · checked Sep 2, 2026
19	Gilliam Bell Moser LLP	Indirect evidence	Greensboro, NC, United States	51-200	62 contacts →
	Indirect evidence “Every client is different.” Source: RevenueBase Database · checked Sep 2, 2026
20	Creative Planning Legal, P.A	Partial evidence	Overland Park, KS, United States	51-200	57 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
21	Keystone LAW Group, P.C	Partial evidence	Los Angeles, CA, United States	51-200	53 contacts →
	Partial evidence “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Source: RevenueBase Database · checked Sep 2, 2026
22	The Blum Firm, P.C	Partial evidence	Fort Worth, TX, United States	51-200	53 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
23	Wymer Brownlee Wealth Strategies	Partial evidence	Tulsa, OK, United States	51-200	52 contacts →
	Partial evidence “Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting.” Source: RevenueBase Database · checked Sep 2, 2026
24	TSS Advisors, LLC	Indirect evidence	Lebanon, NH, United States	51-200	51 contacts →
	Indirect evidence “Founded in 1986, TSS Advisors (formerly Tyler, Simms & St.” Source: RevenueBase Database · checked Sep 2, 2026
25	Welgaard Cpas & Advisors	Indirect evidence	Pella, IA, United States	51-200	50 contacts →
	Indirect evidence “Let us help you prepare for success!” Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate accounting firms.
Partial evidence: Its own public description names part of estate accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 4,143 estate accounting firms based in the United States

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Estate accounting firms based in the United States at a glance

As of Sep 2, 2026

41.9%Verified-email coverage

42.7%Mobile-number coverage

6.2Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

3,078

11-50

905

51-200

201-500

501-1,000

1,001-5,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among estate accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “estate accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among estate accounting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 10,767 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Estate accounting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many estate accounting firms are there based in the United States?

RevenueBase identified 4,143 estate accounting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

HBK Cpas & Consultants, headquartered in Timonium, tops this list with the largest team on record.

Which city has the most estate accounting firms?

New York leads with 76 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,767 verified decision-maker contacts tracked across these 4,143 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.