Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in the United States

Name: Estate planning advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 7,926 companies tracked

RevenueBase identified 7,926 company matches for estate planning advisors associated with the United States as of September 2026 and tracks 91,337 professional contacts across them, including 41,935 with verified work emails. New York is the largest hub.

This list covers company matches for estate planning advisors associated with the 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

7,926Companies

91,337Contacts tracked

41,935Verified emails

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The 25 largest estate planning advisors based in the United States

Ranked by team size

Top 25 of 7,926 company matches for estate planning advisors based in the 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 20, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Sep 20, 2026	501-1,000	586 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 20, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Allworth Financial	Exact match	Folsom, CA, United StatesHQ recorded Sep 20, 2026	201-500	364 contacts →
	Exact match “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	1,001-5,000	357 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Asset Mindset Advisors	Exact match	York, United StatesHQ recorded Sep 20, 2026	51-200	296 contacts →
	Exact match “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Northrock Partners	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	201-500	247 contacts →
	Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	174 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “estate planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 7,926 estate planning advisors based in the United States

See the full list, filter by size, metro and specialty, and access 41,935 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning advisors based in the United States at a glance

As of Sep 20, 2026

45.9%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

6,206

11-50

1,467

51-200

171

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 7,926 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 the United States whose business descriptions match “estate planning advisors” 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 41,935 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 advisors by metro

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 advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning advisors are there based in the United States?

RevenueBase identified 7,926 company matches for estate planning advisors associated with the 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning advisors?

New York leads with 158 company records, followed by Houston (108) and San Diego (103).

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 41,935 professional contacts with verified work emails tracked across these 7,926 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.