Company lists · Data refreshed September 2026
Top 25 Estate planning accountants based in Springfield, United States
RevenueBase identified 58 estate planning accountants headquartered in Springfield, United States as of September 2026 and tracks 351 professional contacts across them, including 118 with verified work emails. New York is the largest hub.
This list covers estate planning accountants headquartered in Springfield, 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.
The 25 largest estate planning accountants based in Springfield, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 48 contacts → | ||||
Indirect evidence “Our mission is to be our clients most trusted business advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 contacts → | ||||
Indirect evidence “Managing wealth isn’t simply about acquiring assets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Partial evidence “Levine Haddad & Gregory, LLC is dedicated to providing the highest level of quality legal services and the broadest range of options to clients who need representation in estate…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “Stone Financial provides the added value of combined wealth management, accounting, & tax advice to help you better understand and make the right decisions when it comes to your…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Stop worrying about the Market.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “The Shunk Financial Group is a leading multi-generational wealth management firm whose mission is to help clients discover what’s possible.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Our goal is to provide customized solutions for businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “We hope you’ll find a wealth of educational information.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “At LifeMap Wealth Management, our mission is to bring clarity and direction to life’s financial decisions by guiding families, business owners, and professionals through our Five…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Peterson Wealth Advisors is a comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Auxan Capital Advisors is an independent investment advisory firm based in Springfield, Missouri.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “We are an independently owned financial consulting and management firm, singularly focused on creating sustainable financial solutions to address the personalized needs of our…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “We are a full-service, boutique financial services firm providing customized solutions to families, institutions, and multi-generational investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Strong evidence “We implement wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care and life insurance strategies into your retirement plan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “Our mission is to help clients plan for tomorrow and live for today through comprehensive financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “M.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Welcome to MBG Financial!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “LMZ Wealth Management of Wells Fargo Financial Network is a full-service Wealth Management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning accountants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names estate planning accountants.
- Partial evidence
- Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate planning accountants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 58 estate planning accountants based in Springfield, United States
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Estate planning accountants based in Springfield, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Springfield, so it is reported there. Company counts and contact totals on this page are exact for Springfield, over 58 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 Springfield, 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 Springfield 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, 118 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
- Estate planning accountants in New York439
- Estate planning accountants in Houston246
- Estate planning accountants in Atlanta241
- Estate planning accountants in Dallas223
- Estate planning accountants in San Diego221
- Estate planning accountants in Chicago216
- Estate planning accountants in Scottsdale184
- Estate planning accountants in Austin180
- Estate planning accountants in Los Angeles153
- Estate planning accountants in Charlotte146
- Estate planning accountants in Denver146
- Estate planning accountants in Miami143
- Estate planning accountants in San Francisco143
- Estate planning accountants in Tampa131
- Estate planning accountants in Boston129
- Estate planning accountants in Irvine112
- Estate planning accountants in Cincinnati108
- Estate planning accountants in Phoenix108
- Estate planning accountants in Boca Raton104
- Estate planning accountants in Portland97
- Estate planning accountants in Las Vegas94
- Estate planning accountants in Newport Beach93
- Estate planning accountants in Overland Park91
- Estate planning accountants in Raleigh89
- Estate planning accountants in Indianapolis87
- Estate planning accountants in San Antonio86
- Estate planning accountants in Bellevue84
- Estate planning accountants in Columbus84
- Estate planning accountants in Seattle84
- Estate planning accountants in Columbia80
- Estate planning accountants in Minneapolis77
- Estate planning accountants in Grand Rapids75
- Estate planning accountants in Pittsburgh75
- Estate planning accountants in Fort Worth73
- Estate planning accountants in Birmingham72
- Estate planning accountants in Greenville70
- Estate planning accountants in Wilmington70
- Estate planning accountants in Omaha69
- Estate planning accountants in Fort Lauderdale68
- Estate planning accountants in Rochester66
- Estate planning accountants in Madison65
- Estate planning accountants in Washington65
- Estate planning accountants in Louisville64
- Estate planning accountants in Orlando64
- Estate planning accountants in Jacksonville62
- Estate planning accountants in Richmond62
- Estate planning accountants in Sarasota61
- Estate planning accountants in Colorado Springs60
- Estate planning accountants in Greenwood Village60
- Estate planning accountants in Salt Lake City59
- Estate planning accountants in Nashville58
- Estate planning accountants in Springfield58
- Estate planning accountants in Plano57
- Estate planning accountants in Walnut Creek57
- Estate planning accountants in Tulsa56
- Estate planning accountants in San Jose55
- Estate planning accountants in Cleveland54
- Estate planning accountants in Coral Gables54
- Estate planning accountants in Tucson52
- Estate planning accountants in Lexington51
- Estate planning accountants in Pasadena50
- Estate planning accountants in Naples49
- Estate planning accountants in Roseville48
- Estate planning accountants in Alpharetta47
- Estate planning accountants in Franklin46
- Estate planning accountants in Philadelphia46
- Estate planning accountants in Troy46
- Estate planning accountants in Knoxville45
- Estate planning accountants in Baton Rouge44
- Estate planning accountants in Memphis44
- Estate planning accountants in Oklahoma City44
- Estate planning accountants in Frisco43
- Estate planning accountants in Westlake Village43
- Estate planning accountants in Beverly Hills42
- Estate planning accountants in Lake Oswego42
- Estate planning accountants in Melville42
- Estate planning accountants in Charleston41
- Estate planning accountants in The Woodlands41
- Estate planning accountants in Annapolis40
- Estate planning accountants in St Louis40
- Estate planning accountants in Brentwood39
- Estate planning accountants in Reno39
- Estate planning accountants in Virginia Beach39
- Estate planning accountants in Bethesda38
- Estate planning accountants in Bloomington38
- Estate planning accountants in Sacramento38
- Estate planning accountants in Lafayette37
- Estate planning accountants in Plymouth37
- Estate planning accountants in Fort Collins36
- Estate planning accountants in Kansas City36
- Estate planning accountants in Rockville36
- Estate planning accountants in Woodbury36
- Estate planning accountants in Boise35
- Estate planning accountants in Chattanooga35
- Estate planning accountants in Chesterfield35
- Estate planning accountants in West Chester35
- Estate planning accountants in Mclean34
- Estate planning accountants in Minnetonka34
- Estate planning accountants in Fort Wayne33
- Estate planning accountants in Greensboro33
- Estate planning accountants in Lincoln33
- Estate planning accountants in Santa Barbara33
- Estate planning accountants in Albuquerque32
- Estate planning accountants in Englewood32
- Estate planning accountants in Northbrook32
- Estate planning accountants in Red Bank32
- Estate planning accountants in West Des Moines32
- Estate planning accountants in Boulder31
- Estate planning accountants in Buffalo31
- Estate planning accountants in Jackson31
- Estate planning accountants in Salem31
- Estate planning accountants in Southlake31
- Estate planning accountants in Alexandria30
- Estate planning accountants in Arlington30
- Estate planning accountants in Bloomfield Hills30
- Estate planning accountants in Carlsbad30
- Estate planning accountants in Fort Myers30
- Estate planning accountants in Little Rock30
- Estate planning accountants in Tempe30
- Estate planning accountants in Woodland Hills30
- Estate planning accountants in Bend29
- Estate planning accountants in Edina29
- Estate planning accountants in Honolulu29
- Estate planning accountants in Lancaster29
- Estate planning accountants in Naperville29
- Estate planning accountants in Reston29
- Estate planning accountants in Vienna29
- Estate planning accountants in Wichita29
- Estate planning accountants in Lakewood28
- Estate planning accountants in Princeton28
- Estate planning accountants in St. Louis28
- Estate planning accountants in Wayne28
- Estate planning accountants in Marietta27
- Estate planning accountants in Winston-Salem27
- Estate planning accountants in Albany26
- Estate planning accountants in Ann Arbor26
- Estate planning accountants in Huntsville26
- Estate planning accountants in Littleton26
- Estate planning accountants in Providence26
- Estate planning accountants in Southfield26
- Estate planning accountants in Spokane26
- Estate planning accountants in Tallahassee26
- Estate planning accountants in Torrance26
- Estate planning accountants in Winter Park26
- Estate planning accountants in Baltimore25
- Estate planning accountants in Mesa25
- Estate planning accountants in Riverside25
- Estate planning accountants in Sioux Falls25
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 Springfield, United States?
RevenueBase identified 58 estate planning accountants headquartered in Springfield, 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?
Elliott, Robinson & Company, LLP, headquartered in Springfield, 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 118 verified decision-maker contacts tracked across these 58 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.
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