Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 19,831 companies tracked

RevenueBase identified 19,831 company matches for estate planning accountants associated with the United States as of September 2026 and tracks 227,153 professional contacts across them, including 100,403 with verified work emails. New York is the largest hub.

This list covers company matches for estate planning accountants 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 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

19,831Companies

227,153Contacts tracked

100,403Verified emails

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The 25 largest estate planning accountants based in the United States

Ranked by team size

Top 25 of 19,831 company matches for estate planning accountants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 20, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Ashford Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	171 contacts →
	Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Lions Financial	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	142 contacts →
	Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Procyon	Exact match	Shelton, CT, United StatesHQ recorded Sep 20, 2026	51-200	69 contacts →
	Exact match “Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Sterling Financial Group	Exact match	Sparta, NJ, United StatesHQ recorded Sep 20, 2026	51-200	56 contacts →
	Exact match “financial firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Heritage Financial Services, LLC	Exact match	Westwood, MA, United StatesHQ recorded Sep 20, 2026	11-50	53 contacts →
	Exact match “Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Drake & Associates, LLC	Exact match	Waukesha, WI, United StatesHQ recorded Sep 20, 2026	11-50	48 contacts →
	Exact match “Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	L&m Wealth Management	Exact match	Amherst, NY, United StatesHQ recorded Sep 20, 2026	11-50	43 contacts →
	Exact match “L&M specializes in financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Anderson Financial Group	Exact match	Tucson, AZ, United StatesHQ recorded Sep 20, 2026	n/a	39 contacts →
	Exact match “Have you ever felt like the insurance and financial industries create a language that no one else understands?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	G & J Seiberlich & CO LLP	Exact match	Napa, CA, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “At G&J Seiberlich & Co LLP, we view our work as Accounting for Life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Essex Financial	Exact match	Essex, CT, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Essex Financial has been offering highly personalized financial advice to clients since 2003.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	360 Financial	Exact match	Wayzata, MN, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “At 360 Financial, we believe your wealth strategy should be as unique as your vision and values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Premier Planning Group	Exact match	Phoenixville, PA, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “We provide financial advice to success-driven professionals and businesses through one-on-one customized financial solutions and services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Retirement & Wealth Strategies	Exact match	Farmington Hills, MI, United StatesHQ recorded Sep 20, 2026	51-200	34 contacts →
	Exact match “Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	TVAMP	Exact match	Knoxville, TN, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “TVAMP helps clients get their financial life in order & make smart financial decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Journey Advisory Group, LLC	Exact match	Covington, KY, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	AKA Advisory, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Becu Investment Services	Exact match	Tukwila, WA, United StatesHQ recorded Sep 20, 2026	11-50	30 contacts →
	Exact match “Ready to create your personal roadmap toward financial independence?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Sep 20, 2026	11-50	30 contacts →
	Exact match “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	C M	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	29 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Strategic Financial Concepts, INC	Exact match	Wichita, KS, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “We are an association of businessmen and businesswomen who share a pride in the accomplishments of our firm, our families, and the communities we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	The Baker Group	Exact match	Southfield, MI, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Blacktoro	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “estate planning accountants”. 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 19,831 estate planning accountants based in the United States

See the full list, filter by size, metro and specialty, and access 100,403 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning accountants based in the United States at a glance

As of Sep 20, 2026

44.2%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

14,784

11-50

4,093

51-200

667

201-500

122

501-1,000

1,001-5,000

5,001-10,000

10001+

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 19,831 companies.

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 planning accountants” 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 100,403 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Estate planning accountants by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning accountants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning accountants are there based in the United States?

RevenueBase identified 19,831 company matches for estate planning accountants 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?

MAI Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning accountants?

New York leads with 454 company records, followed by Houston (246) and Atlanta (241).

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 100,403 professional contacts with verified work emails tracked across these 19,831 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

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