Company lists · Data refreshed September 2026

Top 15 Estate planning accountants based in Torrance, United States

RevenueBase identified 26 estate planning accountants headquartered in Torrance, United States as of September 2026 and tracks 731 professional contacts across them, including 510 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Torrance, 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
26Companies
731Contacts tracked
510Verified emails
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The 15 largest estate planning accountants based in Torrance, United States

Ranked by team size
Top 15 of 26 estate planning accountants based in Torrance, 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
1Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026501-1,000573 contacts →

Partial evidence

“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026n/a49 contacts →

Partial evidence

“Financial and Tax planning

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

“Founded in 2007, Bezaire, Ledwitz & Borncamp is a full-service law firm specializing in proper estate planning.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“We are a trusts and estates firm helping Californians in beach communities.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 202611-509 contacts →

Partial evidence

“TACSIS takes dynamic companies, wealthy family groups and Real Estate professionals further, faster, by delivering specialized tax and accounting solutions and legal advisory at…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Through innovation, process and collaboration, we take a unique approach to your total financial life needs and goals.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Lieb, Cody & Co, we are committed to providing close, personal attention to our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Founded in 2012, Catalina Capital Group is an independent, boutique investment firm that focuses on strong client relationships and consistent investment returns.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Astute Advisors was founded to help business owners with taxable incomes over $200K navigate the complexities of tax planning and compliance.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Braemar Wealth Management is a full-suite financial planning and investment management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Strategic Asset Preservation was founded with the goal of educating and empowering our clients as we lead them to a successful financial road map.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Alta Legacy Law focuses on estate planning, special needs planning, trust administration, and probate.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Teresa Gutierrez Law is a boutique estate planning practice with a sense of community.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceTorrance, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceTorrance, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“At LifePoint Wealth Management, Inc, we recognize that every client is different.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 15 of 26 estate planning accountants based in Torrance, United States

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

As of Sep 20, 2026
69.8%Verified-email coverage
28.1Average contacts per company
1-10Median size (employees)
1688.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
3
201-500
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for Torrance, so it is reported there. Company counts and contact totals on this page are exact for Torrance, over 26 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 Torrance, 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 Torrance 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, 510 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 Torrance, United States?

RevenueBase identified 26 estate planning accountants headquartered in Torrance, 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?

EP Wealth Advisors, headquartered in Torrance, 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 510 verified decision-maker contacts tracked across these 26 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.