Company lists · Data refreshed September 2026

Top 23 Estate planning advisors based in Bellevue, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 32 companies tracked

RevenueBase identified 32 estate planning advisors headquartered in Bellevue, United States as of September 2026 and tracks 362 professional contacts across them, including 195 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Bellevue, 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

32Companies

362Contacts tracked

195Verified emails

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The 23 largest estate planning advisors based in Bellevue, United States

Ranked by team size

Top 23 of 32 estate planning advisors based in Bellevue, 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	Vanilla	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	51-200	156 contacts →
	Strong evidence “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Source: RevenueBase Database · checked Sep 19, 2026
2	SCS	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “At SCS, we develop enduring relationships with our clients by providing high quality guidance.” Source: RevenueBase Database · checked Sep 19, 2026
3	Parcion Private Wealth	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Partial evidence “Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing…” Source: RevenueBase Database · checked Sep 19, 2026
4	Alterra Advisors	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Alterra Advisors is an independent wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
5	Three60 LAW Group Pllc	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Taking a 360-degree view means seeing something from all sides.” Source: RevenueBase Database · checked Sep 19, 2026
6	Kirschner Rychlick, Pllc	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Kirschner Rychlick PLLC is a law firm located in Bellevue Washington focusing on estate planning, probate/trust administration, and business law.” Source: RevenueBase Database · checked Sep 19, 2026
7	Leverage Planners Wealth Managment	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.” Source: RevenueBase Database · checked Sep 19, 2026
8	OAK Street LAW Group, Pllc	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “The process of planning for the accumulation, conservation and ultimate distribution of wealth is a specialty of the Oak Street Law Group.” Source: RevenueBase Database · checked Sep 19, 2026
9	Moser Wealth Advisors	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…” Source: RevenueBase Database · checked Sep 19, 2026
10	Capital Planning LLC	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…” Source: RevenueBase Database · checked Sep 19, 2026
11	Sound Legacy Wealth Advisors, LLC	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…” Source: RevenueBase Database · checked Sep 19, 2026
12	Legacy Estate Planning, LLC	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Founded by Steve Waltar in our mission is to help our clients and their families build and maintain effective estate plans, and to help those struggling with the loss of a loved…” Source: RevenueBase Database · checked Sep 19, 2026
13	Kaufman Filppu Ford	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Kaufman Filppu Ford was founded to provide a coordinated approach to income tax, retirement, business, and estate planning for business owners, key executives, and other…” Source: RevenueBase Database · checked Sep 19, 2026
14	Stickney Research	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At Stickney Research, you’ll find a team of warm, caring professionals who understand the unique set of challenges that affluent people face.” Source: RevenueBase Database · checked Sep 19, 2026
15	Cultivant	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We help business owners design and implement comprehensive financial strategies that will address all of their personal financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
16	Phillips Estate LAW	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Our focus is limited exclusively to estate planning and estate administration.” Source: RevenueBase Database · checked Sep 19, 2026
17	Natasha Black LAW	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Natasha Black Law is a Bellevue, Washington solo practice law firm.” Source: RevenueBase Database · checked Sep 19, 2026
18	Davies TAX Advisors	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “After many years of experience working in the business world, Chris Davies started Davies Tax Advisors with the vision to be the "go-to" financial advisor.” Source: RevenueBase Database · checked Sep 19, 2026
19	Asset Management Strategies	Indirect evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Our Mission is to help clients manage wealth for today and provide a legacy for tomorrow.” Source: RevenueBase Database · checked Sep 19, 2026
20	Alpine P.S. Cpas	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on…” Source: RevenueBase Database · checked Sep 19, 2026
21	LAW Office Of Peter Barnett, Pllc	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Estate Planning attorney serving clients in the Seattle metro area.” Source: RevenueBase Database · checked Sep 19, 2026
22	Pleasants LAW Firm, P.S	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Estate Planning, Probate, Trust, and Elder Law services in East King County” Source: RevenueBase Database · checked Sep 19, 2026
23	Evergreen LAW Firm Pllc	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Evergreen Law Firm PLLC serves clients throughout the state of Washington focusing in the areas of estate planning, estate administration, probate and small business formation.” 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 23 of 32 estate planning advisors based in Bellevue, United States

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

As of Sep 19, 2026

53.9%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

487.5%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 Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 32 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 Bellevue, 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 Bellevue 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, 195 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 Bellevue, United States?

RevenueBase identified 32 estate planning advisors headquartered in Bellevue, 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?

Vanilla, headquartered in Bellevue, 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 195 verified decision-maker contacts tracked across these 32 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.