Company lists · Data refreshed September 2026

Top 25 Estate and trust accounting firms based in the United States

Name: Estate and trust 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 28, 2026 4,267 companies tracked

RevenueBase identified 4,267 estate and trust accounting firms headquartered in the United States as of September 2026 and tracks 23,417 professional contacts across them, including 11,207 with verified work emails. New York is the largest hub.

This list covers estate and trust 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 28, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

4,267Companies

23,417Contacts tracked

11,207Verified emails

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The 25 largest estate and trust accounting firms based in the United States

Ranked by team size

Top 25 of 4,267 estate and trust accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to estate and trust 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	Magnuson, Mchugh, Dougherty, Cpas	Partial evidence	Coeur D'alene, ID, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Source: RevenueBase Database · checked Sep 28, 2026
2	London Witte LLP	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Source: RevenueBase Database · checked Sep 28, 2026
3	C M	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	29 contacts →
	Strong evidence “For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…” Source: RevenueBase Database · checked Sep 28, 2026
4	Hook LAW	Indirect evidence	Virginia Beach, VA, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “The experts at Hook Law have been helping people, families and higher-income individuals Plan for the Good Life for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
5	The Hughes LAW Firm, P.C	Indirect evidence	Centennial, CO, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “The Hughes Law Firm has been serving Colorado families for over 50 years, all under the leadership of Richard Hughes.” Source: RevenueBase Database · checked Sep 28, 2026
6	Williams, Pitts & Beard, Pllc	Partial evidence	Hernando, MS, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…” Source: RevenueBase Database · checked Sep 28, 2026
7	Mccabe Heidrich & Wong, P.C	Indirect evidence	Parsippany, NJ, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
8	Fhwv, LLP	Partial evidence	Los Alamitos, CA, United StatesHQ checked Sep 28, 2026	51-200	18 contacts →
	Partial evidence “For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Source: RevenueBase Database · checked Sep 28, 2026
9	Anderson Bradshaw Pllc	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of integrity, quality and respect.” Source: RevenueBase Database · checked Sep 28, 2026
10	Provenlaw, Pllc	Strong evidence	St. George, UT, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “ProvenLaw is a legal group providing trust, estate, and tax planning and litigation, probate and trust administration, and business succession planning in the state of Utah.” Source: RevenueBase Database · checked Sep 28, 2026
11	Kroll Law, LLP	Strong evidence	Rochester, NY, United StatesHQ checked Sep 28, 2026	1-10	16 contacts →
	Strong evidence “Kroll Law, LLP is a Rochester, New York law firm that focuses on trusts & estates, elder law, special needs planning, and guardianships.” Source: RevenueBase Database · checked Sep 28, 2026
12	AWS LAW Firm	Strong evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “AWS Law is focuses on all aspects of estate planning, trust planning, and probate.” Source: RevenueBase Database · checked Sep 28, 2026
13	Cornerstone Private Asset Trust Company	Partial evidence	Sioux Falls, SD, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Partial evidence “Cornerstone Private Asset Trust Company is an independent boutique trust and retirement services firm based in South Dakota.” Source: RevenueBase Database · checked Sep 28, 2026
14	Hildebrand LAW Firm, LLC	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Hildebrand Law Firm, LLC is committed to providing every client with passionate, innovative and efficient representation.” Source: RevenueBase Database · checked Sep 28, 2026
15	Lorenz Private Trustees	Indirect evidence	Temecula, CA, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California.” Source: RevenueBase Database · checked Sep 28, 2026
16	Sims & Campbell - Annapolis	Strong evidence	Annapolis, MD, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “At Sims & Campbell, our estate planning lawyers advise individuals and families on transferring wealth by will, trust or gift, administering estates, and pursuing or defending…” Source: RevenueBase Database · checked Sep 28, 2026
17	Wealth Management Accounting	Partial evidence	Fort Wayne, IN, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Wealth Management Accounting (WMA) is more than just accounting.” Source: RevenueBase Database · checked Sep 28, 2026
18	Sacks, Glazier, Franklin, Lodise, Mcmurtrey & Scheerer, LLP	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Since 2001, Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP has specialized in litigation and appeals involving substantial trusts, estates and conservatorships as…” Source: RevenueBase Database · checked Sep 28, 2026
19	California Probate And Trust, PC	Indirect evidence	Fair Oaks, CA, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Our mission is simple: Protect the legacy you have worked a lifetime to build and to confirm your final wishes are carried out, without confusion or burden, to your family and…” Source: RevenueBase Database · checked Sep 28, 2026
20	LPT Cpas Advisors	Strong evidence	Amarillo, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “LPT CPAs + Advisors PLLC is a public accounting firm in Amarillo, Texas which provides tax, accounting, and consulting services to businesses, individuals, trusts, and estates.” Source: RevenueBase Database · checked Sep 28, 2026
21	Geiger LAW Office, P.C	Indirect evidence	Carlsbad, CA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “I’m Brenda Geiger, the managing attorney at the Geiger Law Office in Carlsbad, California.” Source: RevenueBase Database · checked Sep 28, 2026
22	Caress Law, PC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Caress Law, PC advises clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating…” Source: RevenueBase Database · checked Sep 28, 2026
23	Insight LAW	Strong evidence	Ashburn, VA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “InSight Law is a trust and estate planning law firm proudly serving residents of Virginia, Maryland, D.C, and throughout the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
24	Lancaster LAW Firm, LLC	Partial evidence	Tupelo, MS, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Lancaster Law Firm assists clients throughout North Mississippi with legal matters that include estate planning, business law, estate administration, elder law and tax consulting.” Source: RevenueBase Database · checked Sep 28, 2026
25	Dwyer Lodha & Associates INC	Indirect evidence	Coraopolis, PA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 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 and trust 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 and trust accounting firms.
Partial evidence: Its own public description names part of estate and trust 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 and trust 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 4,267 estate and trust accounting firms based in the United States

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Estate and trust accounting firms based in the United States at a glance

As of Sep 28, 2026

47.9%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,244

11-50

901

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 4,267 companies.

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 and trust 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 and trust 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 and trust 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 and trust 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, 11,207 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 28, 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 and trust 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 and trust 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 and trust accounting firms are there based in the United States?

RevenueBase identified 4,267 estate and trust 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?

Magnuson, Mchugh, Dougherty, Cpas, headquartered in Coeur Dalene, tops this list with the largest team on record.

Which city has the most estate and trust accounting firms?

New York leads with 96 headquartered companies, followed by San Diego (73) and Houston (66).

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 11,207 verified decision-maker contacts tracked across these 4,267 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 28, 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.