Company lists · Data refreshed September 2026

Top 15 Estate planning accountants based in Riverside, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 25 companies tracked

RevenueBase identified 25 company matches for estate planning accountants associated with Riverside, United States as of September 2026 and tracks 283 professional contacts across them, including 71 with verified work emails. Across the United States, New York is the largest hub for this category (439 companies); Riverside has 25.

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

25Companies

283Contacts tracked

71Verified emails

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The 15 largest estate planning accountants based in Riverside, United States

Ranked by team size

Top 15 of 25 company matches for estate planning accountants based in Riverside, 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	Eagle Strategies	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	10001+	208 contacts →
	Exact match “Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Tricord Advisors, INC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “At TriCord Advisors, we believe your life is too important to navigate alone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Riverside Financial Group, LLC	Exact match	Riverside, CT, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “The Riverside Financial Group team brings a combined 80+ years of financial services experience to every client we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	The Grossman LAW Firm, APC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “The Grossman Law Firm, APC, with locations in San Diego, Riverside and Temecula, California, focuses our practice to areas relating to wills and trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Mckell Partners Wealth Management	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Whether you are an individual, a family or a business owner, engaging in good planning is essential for financial peace.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Pathway Wealth Management	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Paul Castro established Pathway Wealth Management amidst all of 2020 challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Leto Financial & Insurance Services, INC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Our goal is to manage all of your Current Assets & Financial Strategies, from your Auto, Home, Business, Employees, by securing the best Insurance available for you, we are…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Moynihan Lyons PC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Estate Planning & Elder Law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Dvbe Insurance & Financial Services LLC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our firm provides total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Tetley Wealth Group	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Tetley Wealth Group offers personalized Wealth Management, Financial Planning and Legacy Development for families, small businesses, and nonprofits alike.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Sandoval Legacy Group	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Welcome to Sandoval Legacy Group!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Fullerton TAX & Planning	Exact match	Riverside, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Meanwhile, back to the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Tricord Legal Services, INC	Exact match	Riverside, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Affiliate of TriCord Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Stone Lake Wealth Management, LLC	Exact match	Riverside, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Stone Lake Wealth Management's concept in wealth management is one that is driven by your goals, predicated on aligned incentives, and managed by a seasoned professional who knows…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Begbie Wealth Advisory	Exact match	Riverside, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Begbie Wealth Advisory, we pride ourselves on being the "flagbearer" of financial guidance.” 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 15 of 25 estate planning accountants based in Riverside, United States

See the full list, filter by size, metro and specialty, and access 71 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

25.1%Verified-email coverage

11.3Average 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 Riverside, so it is reported there. Company counts and contact totals on this page are exact for Riverside, over 25 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 Riverside, 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 71 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 Riverside, United States?

RevenueBase identified 25 company matches for estate planning accountants associated with Riverside, 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?

Eagle Strategies 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). Riverside has 25.

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 71 professional contacts with verified work emails tracked across these 25 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.