Company lists · Data refreshed September 2026

Top 19 Estate planning accountants based in Tempe, United States

RevenueBase identified 30 estate planning accountants headquartered in Tempe, United States as of September 2026 and tracks 109 professional contacts across them, including 54 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Tempe, 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
30Companies
109Contacts tracked
54Verified emails
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The 19 largest estate planning accountants based in Tempe, United States

Ranked by team size
Top 19 of 30 estate planning accountants based in Tempe, 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 evidenceTempe, AZ, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“About Tom Tom Wheelwright, CPA, is the Founder, CEO and Creative force behind an international consortium of CPA firms specializing in wealth and tax strategies, including…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Summit Financial Solutions is headquartered in Tempe, Arizona, one of the sunniest cities in the nation and home to Arizona State University.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-108 contacts →

Strong evidence

“We are a wealth planning law firm, specializing in advanced trusts, estates, and tax planning for high-net-worth clients.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Organize.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Most financial decisions are made in isolation.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Financial advisors and wealth management firms all say the same thing:"We help you achieve your goals","We take a comprehensive approach","We're a fiduciary advisor".”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“A boutique wealth management firm focused on partnering with those in or near retirement and those who want to be or stay as Millionaires Next Door.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Skabelund, PLLC is a client-focused law firm that helps clients grow and protect their wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“AccuPro Advisors is your Trusted Advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Arbor’s logo is a stylized musical note called a natural.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Haller Group, PLC, we help our clients trim their tax liability by determining the most tax-efficient roadmap to achieve their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“At Silverman Law Offices, we believe that estate planning is not a one time transaction - it is an ongoing process.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Ke Wealth we help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“Helping clients make educated decisions to reach and realize financial goals regarding investments, life insurance, retirement, college savings and estate planning.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Protect Your Loved Ones.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“If you’re not sure, you’re not alone.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceTempe, AZ, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 19 of 30 estate planning accountants based in Tempe, United States

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

As of Sep 19, 2026
49.5%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
1463.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
4

Email recency for this list is measured across the whole United States list rather than for Tempe, so it is reported there. Company counts and contact totals on this page are exact for Tempe, over 30 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 Tempe, 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 Tempe 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, 54 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 Tempe, United States?

RevenueBase identified 30 estate planning accountants headquartered in Tempe, 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?

Wheelwright Manahan Family Office, headquartered in Tempe, 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 54 verified decision-maker contacts tracked across these 30 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.