Company lists · Data refreshed September 2026

Top 22 Estate planning accountants based in Oklahoma City, United States

RevenueBase identified 44 estate planning accountants headquartered in Oklahoma City, United States as of September 2026 and tracks 367 professional contacts across them, including 201 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Oklahoma City, 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 20, 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 20, 2026 86% judged on-target in blind review
44Companies
367Contacts tracked
201Verified emails
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The 22 largest estate planning accountants based in Oklahoma City, United States

Ranked by team size
Top 22 of 44 estate planning accountants based in Oklahoma City, United States, ranked by team size, largest first. Data refreshed Sep 20, 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 evidenceOklahoma City, United StatesHQ checked Sep 20, 202651-200104 contacts →

Indirect evidence

“Exencial is a leading independent wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5023 contacts →

Indirect evidence

“Infinity Capital Partners provides customized investment banking services for middle-market businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“Empowering our clients to reach their investment goals since 1996.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Our Vision: Adaptation exists to advise generations of families and business owners towards designing and protecting their legacy.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“Our organization has been a part of the Oklahoma City community for more than thirty years.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“Redstone Wealth Management focuses on you and the unique set of financial circumstances you and your family faces.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Vista Investment Partners provides financial guidance and active investment management that allows clients to spend more time enjoying their wealth and less time supervising it.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“At Legacy & Succession, we’re a wealth advisory firm that helps families and business owners navigate complex decisions with clarity, coordination, and long-term perspective.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Our dedication to superior client service continues to drive our pursuit to provide the highest quality professional service and guidance.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Triton Financial Group was created by "thinking outside the box" in all that we do and we are not afraid to challenge the conventional wisdom of investing and preserving wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-506 contacts →

Strong evidence

“Why should you choose our firm to help you with your estate planning over all of the other options available to you, including doing nothing?”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Tax - Advisory - Estate - Technology - Trusts - Valuation Above all else, we believe in the value of relationships.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“We are a Financial Services Company devoted to helping you with your needs.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Swain Trusts & Estates Law provides sophisticated, cutting edge legal services with a focus on personalized plans to meet your long term and short term goals.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“In these challenging economic times, preserving and growing your wealth is a daunting task.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Founded Wealth Planning specializes in providing comprehensive financial planning and financial life management services to business owners, corporate executives, and people in a…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Capstone Triton Financial Group was created by "thinking outside the box" in all that we do and we are not afraid to challenge the conventional wisdom of investing and preserving…”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Oklahoma attorney focusing on estate planning and trust administration.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Spicer Retirement Advisors, LLC is a company based out of Oklahoma City, Oklahoma, United States.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 44 estate planning accountants based in Oklahoma City, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 201 reachable decision-makers.

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Estate planning accountants based in Oklahoma City, United States at a glance

As of Sep 20, 2026
54.8%Verified-email coverage
8.3Average contacts per company
1-10Median size (employees)
997.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
13
51-200
1
201-500
2

Email recency for this list is measured across the whole United States list rather than for Oklahoma City, so it is reported there. Company counts and contact totals on this page are exact for Oklahoma City, over 44 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 Oklahoma City, 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 Oklahoma City 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, 201 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 20, 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 Oklahoma City, United States?

RevenueBase identified 44 estate planning accountants headquartered in Oklahoma City, 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?

Exencial Wealth Advisors, headquartered in Oklahoma City, 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 201 verified decision-maker contacts tracked across these 44 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 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 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.