Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 81 companies tracked

RevenueBase identified 81 estate planning advisors headquartered in Austin, United States as of September 2026 and tracks 503 professional contacts across them, including 249 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Austin, 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

81Companies

503Contacts tracked

249Verified emails

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

Ranked by team size

Top 25 of 81 estate planning advisors based in Austin, 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	Socha Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Source: RevenueBase Database · checked Sep 19, 2026
2	The FOX Alliance	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong evidence “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Source: RevenueBase Database · checked Sep 19, 2026
3	Austin Trust Company	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Source: RevenueBase Database · checked Sep 19, 2026
4	Reap Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Source: RevenueBase Database · checked Sep 19, 2026
5	Hardie Alcozer	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Source: RevenueBase Database · checked Sep 19, 2026
6	Osborne, Helman, Scott, Knisely & Stanton, LLP	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Source: RevenueBase Database · checked Sep 19, 2026
7	Texas Trust LAW The Wiewel LAW Firm	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “Texas Trust Law (The Wiewel Law Firm) focuses its practice exclusively in the area of wills, probate, estate planning, asset protection, and special needs planning.” Source: RevenueBase Database · checked Sep 19, 2026
8	Oakwell Private Wealth Management LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Source: RevenueBase Database · checked Sep 19, 2026
9	Barnes Lipscomb & Stewart Pllc	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “At Barnes Lipscomb & Stewart PLLC, we put clients first.” Source: RevenueBase Database · checked Sep 19, 2026
10	Ripp Grossman & Fitte LLP	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Source: RevenueBase Database · checked Sep 19, 2026
11	Elizabeth Morgan And Associates	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Source: RevenueBase Database · checked Sep 19, 2026
12	Hopper Mikeska, Pllc	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Hopper Mikeska, PLLC, is an Austin law firm whose attorneys practice in the areas of estate planning and wealth preservation; probate, estate, and trust administration…” Source: RevenueBase Database · checked Sep 19, 2026
13	Durbin Bennett TAX Advisors, INC	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Source: RevenueBase Database · checked Sep 19, 2026
14	Hailey-Petty & Associates, Pllc	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
15	Integrated Wealth Strategies, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “At IWS, we identify and protect what is most important to you, your business, and your family.” Source: RevenueBase Database · checked Sep 19, 2026
16	Planwise Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We are a boutique firm that focuses on providing the highest level of service to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
17	Enclave Advisors, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Source: RevenueBase Database · checked Sep 19, 2026
18	Rembrandt Financial Group, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Source: RevenueBase Database · checked Sep 19, 2026
19	Farrell & Johnson Pllc	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Source: RevenueBase Database · checked Sep 19, 2026
20	AMG Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: RevenueBase Database · checked Sep 19, 2026
21	Swanger Prickett LLP	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Swanger Prickett LLP was established in 2020 by Derry W.” Source: RevenueBase Database · checked Sep 19, 2026
22	Giordani & Associates Pllc	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Source: RevenueBase Database · checked Sep 19, 2026
23	Himelick Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “At Himelick Financial Group, we do so much more than just investment and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
24	Flaherty Jones Thompson Pllc	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “Flaherty Jones Thompson is a blend of legal skill, knowledge and practical advice.” Source: RevenueBase Database · checked Sep 19, 2026
25	Smith & Bledsoe Family LAW	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” 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 81 estate planning advisors based in Austin, United States

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

As of Sep 19, 2026

49.5%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

192.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 81 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 Austin, 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 Austin 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, 249 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 Austin, United States?

RevenueBase identified 81 estate planning advisors headquartered in Austin, 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?

Socha Capital, headquartered in Austin, 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 249 verified decision-maker contacts tracked across these 81 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.