Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Pasadena, United States

RevenueBase identified 50 estate planning accountants headquartered in Pasadena, United States as of September 2026 and tracks 349 professional contacts across them, including 150 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Pasadena, 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
50Companies
349Contacts tracked
150Verified emails
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The 25 largest estate planning accountants based in Pasadena, United States

Ranked by team size
Top 25 of 50 estate planning accountants based in Pasadena, 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 evidencePasadena, United StatesHQ checked Sep 20, 202651-200113 contacts →

Indirect evidence

“Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5042 contacts →

Indirect evidence

“Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202651-20026 contacts →

Indirect evidence

“At MassMutual Pacific, we first learn what is important to you and your goals for the future.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Strong evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Taylor Insurance and Financial Services is a wealth management practice based in Pasadena, California.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-509 contacts →

Partial evidence

“People are at the heart of every estate plan.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“Providing Solutions That Secure and Enhance Your Wealth and Your Legacy.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“The Holdsworth Group (“THG” or, the “Firm”) is a sophisticated, trusted provider of capital and advisory services to family offices and high net worth individuals, public and…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Since 1987, Floe Financial Partners, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

“The Sterling Group exists to provide comprehensive wealth management to its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Kondo Wealth Advisors is a wealth management and financial planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Founded by Steven E.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Beneficent Financial is a financial services company based out of United States.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Welcome to Precision Planning Financial Group:**Who We Are:** We are a team of experienced financial professionals with a strong commitment to trust and a focus on securing your…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“The Bridgeway Group is a wealth management firm committed to helping our clients make smart decisions about their money.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-503 contacts →

Partial evidence

“Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At Favor Wealth, we do things differently.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

Estate Planning Services.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Huntington Associates is a premier financial consulting firm providing expert advice to help you achieve your financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidencePasadena, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Perkins Financial is a full-service financial planning firm that’s committed to do what’s best for you, the client.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“JLB Financial LLC exists to help professionals with their financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidencePasadena, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Oliria Financial is an independent, fiduciary planning firm dedicated to helping individuals, families, and business owners in LA County make their money work harder.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 50 estate planning accountants based in Pasadena, United States

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

As of Sep 20, 2026
43.0%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
878.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
14
51-200
2
201-500
1

Email recency for this list is measured across the whole United States list rather than for Pasadena, so it is reported there. Company counts and contact totals on this page are exact for Pasadena, over 50 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 Pasadena, 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 Pasadena 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, 150 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 Pasadena, United States?

RevenueBase identified 50 estate planning accountants headquartered in Pasadena, 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?

Lucas Horsfall, headquartered in Pasadena, 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 150 verified decision-maker contacts tracked across these 50 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.