Company lists · Data refreshed September 2026

Top 19 Estate planning accountants based in Lancaster, United States

RevenueBase identified 29 estate planning accountants headquartered in Lancaster, United States as of September 2026 and tracks 832 professional contacts across them, including 312 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Lancaster, 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 19, 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 19, 2026 86% judged on-target in blind review
29Companies
832Contacts tracked
312Verified emails
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The 19 largest estate planning accountants based in Lancaster, United States

Ranked by team size
Top 19 of 29 estate planning accountants based in Lancaster, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 2026501-1,000568 contacts →

Indirect evidence

“We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 202651-20068 contacts →

Indirect evidence

“At Fulton Financial Advisors, we believe that success starts with a trusted relationship.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceLancaster, PA, United StatesHQ checked Sep 19, 202651-20041 contacts →

Partial evidence

“Founded in 2001, Sageworth is a private trust company and shared family office that provides world-class investment management, fiduciary services, generational wealth planning…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceLancaster, OH, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Our mission is to provide high-quality advisory, tax and wealth management services.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“Intentional investing is what we practice at Align.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceLancaster, PA, United StatesHQ checked Sep 19, 20261-1013 contacts →

Partial evidence

“Spencer Law Firm provides focused legal expertise and professional consultant work to individuals, families, businesses, attorneys and accountants.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLancaster, OH, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“For years, Jones & Company LLC has been providing quality, personalized financial guidance to local individuals and businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“We are a Premier residential and commercial plumbing & HVAC company.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceLancaster, PA, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“Loeffler Financial Group (LFG) is a strategic accounting and financial advisory firm serving individuals, business owners, real estate investors, and entrepreneurs with complex…”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceLancaster, OH, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“OATNEY & ASSOCIATES IS PROUD TO OFFER A WIDE RANGE OF TAX AND ACCOUNTING SERVICES: Comprehensive Income Taxation-Estate Taxation-Financial and Tax Consulting-Retail Operations…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Law Office of James Clark is dedicated to helping you plan for the future.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“At Hershey Financial Advisers, we’re committed to helping you experience a better way of living-through ethical, personalized financial guidance.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLancaster, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Sage, our mission is to get to know and understand your needs, wants and long-term goals.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceLancaster, OH, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Headquartered in Lancaster, Ohio, Sitterley Law LLC was founded to offer affordable and flexible services for individuals and families seeking no-nonsense estate planning and…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceLancaster, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Advisory services offered through LPL Financial, a registered investment advisor and separate entity from Kelly Financial Group.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceLancaster, PA, United StatesHQ checked Sep 19, 202611-502 contacts →

Partial evidence

“Financial Planning, Retirement Advice, Tax Planning

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceLancaster, PA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“LSA is a comprehensive planning firm located in Lancaster PA, with a supporting team dedicated to the application of stewardship principles in the scope of its service.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceLancaster, NY, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Apollo Wealth Management, LLC is committed to providing comprehensive financial planning services to individual and business clients, along with pension funds and 401(k) plans.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 19 of 29 estate planning accountants based in Lancaster, United States

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Estate planning accountants based in Lancaster, United States at a glance

As of Sep 19, 2026
37.5%Verified-email coverage
28.7Average contacts per company
1-10Median size (employees)
1513.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
8
51-200
2
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for Lancaster, so it is reported there. Company counts and contact totals on this page are exact for Lancaster, over 29 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 planning accountants, 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 Lancaster, United States whose own description of what they do matches “estate planning accountants”. 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 planning accountants), 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 planning accountants, and records with no verified work email. Companies headquartered outside Lancaster 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, 312 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 19, 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 planning accountants by metro in the United States

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 planning accountants, 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 planning accountants are there based in Lancaster, United States?

RevenueBase identified 29 estate planning accountants headquartered in Lancaster, 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?

RKL LLP, headquartered in Lancaster, tops this list with the largest team on record.

Which city has the most estate planning accountants?

New York leads with 439 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 312 verified decision-maker contacts tracked across these 29 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 19, 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.