Company lists · Data refreshed September 2026

Top 13 Estate planning accountants based in Sioux Falls, United States

RevenueBase identified 25 estate planning accountants headquartered in Sioux Falls, United States as of September 2026 and tracks 134 professional contacts across them, including 69 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Sioux Falls, 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
25Companies
134Contacts tracked
69Verified emails
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The 13 largest estate planning accountants based in Sioux Falls, United States

Ranked by team size
Top 13 of 25 estate planning accountants based in Sioux Falls, 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 evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“Cornerstone Private Asset Trust Company is an independent boutique trust and retirement services firm based in South Dakota.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“Pinnacle Wealth is a full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Elgethun Capital Management (ECM) is a locally owned, independent registered investment advisor with over $1 billion assets under management & advisement and roughly 200 client…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“If there was one word to sum up who we are at Cornerstone Financial Solutions and what we believe in, it’s POSSIBILITIES.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 202611-5011 contacts →

Strong evidence

Estate & Business Planning Law Firm based in Sioux Falls, South Dakota We help people and families leave a legacy for their loved ones, not solely in terms of financial means, but…”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

Estate Planning Solutions, PLLC is an estate planning law firm headquartered in Sioux Falls, SD and licensed to serve clients in SD, MN, and IA.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Impact Wealth Management we believe in providing high quality personalized service to those approaching or in retirement.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We help multi-generational families and individuals creating their legacy build lasting wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“It is our Vision to increase purchasing power for clients over the long-term through careful discovery of value investment opportunities.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Full service financial planning, including help with budgets, investments, and life insurance.”

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

Estate Planning-Tailored estate plans to meet individual needs and goals-Drafting wills, trusts, powers of attorney, and healthcare directives-Minimizing estate taxes and…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Cutting Chaos.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 13 of 25 estate planning accountants based in Sioux Falls, United States

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Estate planning accountants based in Sioux Falls, United States at a glance

As of Sep 19, 2026
51.5%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
1756.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
3

Email recency for this list is measured across the whole United States list rather than for Sioux Falls, so it is reported there. Company counts and contact totals on this page are exact for Sioux Falls, over 25 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 Sioux Falls, 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 Sioux Falls 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, 69 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 Sioux Falls, United States?

RevenueBase identified 25 estate planning accountants headquartered in Sioux Falls, 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?

Cornerstone Private Asset Trust Company, headquartered in Sioux Falls, 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 69 verified decision-maker contacts tracked across these 25 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.