Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 100 companies tracked

RevenueBase identified 100 estate planning advisors headquartered in Atlanta, United States as of September 2026 and tracks 696 professional contacts across them, including 375 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Atlanta, 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

100Companies

696Contacts tracked

375Verified emails

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The 25 largest estate planning advisors based in Atlanta, United States

Ranked by team size

Top 25 of 100 estate planning advisors based in Atlanta, 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 advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Signaturefd	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	125 contacts →
	Indirect evidence “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Source: RevenueBase Database · checked Sep 19, 2026
2	BIP Wealth	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	102 contacts →
	Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
3	Mendenfreiman LLP	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	30 contacts →
	Strong evidence “MendenFreiman is a boutique law firm located in Atlanta, Georgia, with a focus on business law, tax planning and controversy, estate planning, and estate and trust administration.” Source: RevenueBase Database · checked Sep 19, 2026
4	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
5	Creative Financial Group, LTD	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Source: RevenueBase Database · checked Sep 19, 2026
6	Hoffman & Associates, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “At Hoffman & Associates we are passionate about helping clients achieve success and peace of mind, through planning and applying our legal expertise.” Source: RevenueBase Database · checked Sep 19, 2026
7	Gratus Capital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 19, 2026
8	Duncan Spratt P.A	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “For over 20 years, Djuric Spratt has served families across the country.” Source: RevenueBase Database · checked Sep 19, 2026
9	Brian M. Douglas & Associates, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “We are a law firm focusing on Estate Planning, Probate, Real Estate, Medicaid and Business Law.” Source: RevenueBase Database · checked Sep 19, 2026
10	Regent Peak Wealth Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Source: RevenueBase Database · checked Sep 19, 2026
11	GA Estate Planning & Probate	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Based in Atlanta, our firm was created by two attorneys who care about your family.” Source: RevenueBase Database · checked Sep 19, 2026
12	Walker Estate Planning	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Walker Estate Planning is a full-service Trusts and Estates law firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Haven Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
14	Wellspring Associates	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Wellspring Associates is a source of continual wealth preservation, wealth transfer, and philanthropic ideas, strategies, and solutions.” Source: RevenueBase Database · checked Sep 19, 2026
15	The Saunders Firm	Strong evidence	Atlanta, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “At The Saunders Firm, we are your trusted estate planning lawyers in Atlanta, offering a full suite of financial planning services tailored to your unique needs.” Source: RevenueBase Database · checked Sep 19, 2026
16	Audientis, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
17	Hendrick, Rascoe, Zitron & Long, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “With over 90 years of collective experience, the attorneys of Hendrick, Rascoe, Zitron & Long, LLC design comprehensive plans to help families and businesses protect their wealth…” Source: RevenueBase Database · checked Sep 19, 2026
18	Galat LAW Group, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
19	Gutt Financial Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Source: RevenueBase Database · checked Sep 19, 2026
20	Meyring LAW Firm	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “The Meyring Law Firm operates as the Law Offices of Robert S.” Source: RevenueBase Database · checked Sep 19, 2026
21	Bequest Estate Planning	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Bequest is a flat fee Intown Atlanta law firm run by Kristen Rajagopal.” Source: RevenueBase Database · checked Sep 19, 2026
22	Legacy Studio Estate LAW Rebecca Godbey Cummings LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “For over 25 years, Rebecca Cummings has been a trusted source for clients seeking an expert in wills, trusts, and estates.” Source: RevenueBase Database · checked Sep 19, 2026
23	Cohen & Caproni, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Jacobs Law, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Jacobs Law is a Sandy Springs law firm that values our family style atmosphere.” Source: RevenueBase Database · checked Sep 19, 2026
25	The Bowden LAW Firm	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “A fourth generation Downtown Atlanta law firm providing specialized probate and estate administration services and estate, wealth, tax, and special needs planning.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate planning advisors.
Partial evidence: Its own public description names part of estate planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 100 estate planning advisors based in Atlanta, United States

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Estate planning advisors based in Atlanta, United States at a glance

As of Sep 19, 2026

53.9%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

156.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 100 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 advisors, 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 Atlanta, United States whose own description of what they do matches “estate planning advisors”. 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 advisors), 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 advisors, and records with no verified work email. Companies headquartered outside Atlanta 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, 375 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 advisors 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 advisors, 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 advisors are there based in Atlanta, United States?

RevenueBase identified 100 estate planning advisors headquartered in Atlanta, 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?

Signaturefd, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most estate planning advisors?

New York leads with 156 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 375 verified decision-maker contacts tracked across these 100 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.