Company lists · Data refreshed September 2026

Top 16 Estate planning accountants based in Naperville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for estate planning accountants associated with Naperville, United States as of September 2026 and tracks 162 professional contacts across them, including 79 with verified work emails. Across the United States, New York is the largest hub for this category (439 companies); Naperville has 29.

This list covers company matches for estate planning accountants associated with Naperville, 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

29Companies

162Contacts tracked

79Verified emails

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The 16 largest estate planning accountants based in Naperville, United States

Ranked by team size

Top 16 of 29 company matches for estate planning accountants based in Naperville, 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	Calamos Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	11-50	54 contacts →
	Exact match “Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Intentgen Financial Partners	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “LNS Operations, LLC DBA IntentGen Financial Partners is a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Millington Financial Advisors, LLC	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Your life goals are unique, and finding a financial path to achieving them requires more than a prescribed set of financial products.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Partners Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Partners Wealth Management, Inc.(PWM) is an independent wealth services firm specializing in the needs of affluent families, institutions, and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Lantz Financial Team	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Left Brain Wealth Management, LLC	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Veritrust Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “When you hire an advisor to help navigate your financial life, you need someone with the experience and knowledge necessary to help you make the most appropriate investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	F5 Financial	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Legacy & Life LAW Firm, LLC	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We believe that a lot of the stress and heartbreak in life is caused by uncontrolled elements.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Refined Strategies	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Accumulating wealth, protecting wealth, and/or distributing wealth, it all starts with a strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	HK Private Client LLC	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “HK Private Client LLC provides highly customized, bespoke financial planning, wealth management, and investment management services, surrounding our clients with highly…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Breier Consulting LTD	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Breier Consulting was founded in 2012 by owner and CEO Michael Breier after a 26 year successful career as a partner in a downtown Chicago CPA firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Powers Financial Group	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial Advisory specializing in serving Medical and Dental Specialists, Practice Owners, Business Owners, and Successful Professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Axis Wealth Advisors, LLC	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We provide professional advice, simplifying our clients’ finances to maximize the enjoyment of their personal lives and leave their intended legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Staquity Financial Services	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “StaQuity Financial’s purpose is to unlock the financial integrity in our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Nexjenn Financial Services	Exact match	Naperville, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Retirement Income Planning \| Tax Expertise \| Rental Real Estate Most of our clients begin working with us because they're ready to take their financial futures seriously.” 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 16 of 29 estate planning accountants based in Naperville, United States

See the full list, filter by size, metro and specialty, and access 79 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

48.8%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

10001+

Email recency for this list is measured across the whole United States list rather than for Naperville, so it is reported there. Company counts and contact totals on this page are exact for Naperville, over 29 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 Naperville, 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 79 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 in the United States

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 Naperville, United States?

RevenueBase identified 29 company matches for estate planning accountants associated with Naperville, 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?

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

Which city in the United States has the most estate planning accountants?

New York leads the United States with 439 company records, followed by Houston (246) and Atlanta (241). Naperville has 29.

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 79 professional contacts with verified work emails tracked across these 29 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.