Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Washington, United States

RevenueBase identified 65 estate planning accountants headquartered in Washington, United States as of September 2026 and tracks 361 professional contacts across them, including 121 with verified work emails. New York is the largest hub.

This list covers estate planning accountants headquartered in Washington, 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
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 estate planning accountants based in Washington, 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
1Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 202651-20049 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5034 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5030 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5025 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-108 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Serving Clients Throughout Washington, DC and Maryland.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceWashington, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceWashington, IL, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

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

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

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Building on your success.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceWashington, PA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceWashington, DC, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

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

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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)
675.4%Largest-city concentration · New York
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

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 Washington, 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 Washington 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, 121 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 Washington, United States?

RevenueBase identified 65 estate planning accountants headquartered in Washington, 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?

Folger Nolan Fleming Douglas Incorporated, headquartered in Washington, 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 121 verified decision-maker contacts tracked across these 65 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.