Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Washington, United States

RevenueBase identified 65 company matches for estate planning accountants associated with Washington, United States as of September 2026 and tracks 361 professional contacts across them, including 121 with verified work emails. Across the United States, New York is the largest hub for this category (439 companies); Washington has 65.

This list covers company matches for estate planning accountants associated with Washington, 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
65Companies
361Contacts tracked
121Verified emails
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The 25 largest estate planning accountants based in Washington, United States

Ranked by team size
Top 25 of 65 company matches for estate planning accountants based in Washington, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202651-20049 contacts →

Exact match

“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5034 contacts →

Exact match

“Kozusko Harris Vetter Wareh Duncan LLP ("KHD") is a boutique trusts and estates law firm serving a select group of clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5030 contacts →

Exact match

“We are pioneers of financial planning in D.C.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5025 contacts →

Exact match

“Accounts International is a financial advisory firm specializing in Fractional CFO services and financial guidance for growing businesses, entrepreneurs, and executives.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“RoseMcKenna PLLC is a boutique accounting firm dedicated to providing the absolute best in personalized and professional tax services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchWashington, DC, United StatesHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“At Capital Asset Management Group, we help our clients to implement and nurture the strategic plans developed through our learning center, the Institute for Financial Independence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“The Royal Law Firm PLLC, founded in 2009 by Priya Prakash Royal, Esq, LL.M, MBA, AEP®, TEP, is a private client law firm serving individuals, families, and closely held…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Our Story Franklin Karibjanian & Law PLLC is a boutique trusts and estates law firm, serving clients in the National Capital region, Florida and beyond.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Accelerant was founded by entrepreneurial-minded attorneys who strive to modernize the current approach to estate planning by incorporating 21st-century business practices and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“What makes our firm different is that we were built with the needs of growing families in mind.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Serving Clients Throughout Washington, DC and Maryland.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“We provide "main street" investors with "wall street" solutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchWashington, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchWashington, IL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“We believe that we can only service clients at the highest level by doing three things well.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“MZ Capital Management is an independent wealth management firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Building on your success.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchWashington, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Rose Whelan founded Whelan Law PLLC to provide estate planning services to parents in Washington, DC.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Globus Capital Advisors is a leading financial services company providing diverse wealth management and advisory services to individuals, businesses, and institutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchWashington, DC, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“At Renew Wealth Management, our focus is serving military veterans, federal employees, politicians, entrepreneurs, and their families.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 65 estate planning accountants based in Washington, United States

See the full list, filter by size, metro and specialty, and access 121 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026
33.5%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 65 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 Washington, 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 121 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 Washington, United States?

RevenueBase identified 65 company matches for estate planning accountants associated with Washington, 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?

Folger Nolan Fleming Douglas Incorporated 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). Washington has 65.

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 121 professional contacts with verified work emails tracked across these 65 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.