Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Boca Raton, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 54 companies tracked

RevenueBase identified 54 estate planning advisors headquartered in Boca Raton, United States as of September 2026 and tracks 215 professional contacts across them, including 112 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Boca Raton, 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

54Companies

215Contacts tracked

112Verified emails

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The 25 largest estate planning advisors based in Boca Raton, United States

Ranked by team size

Top 25 of 54 estate planning advisors based in Boca Raton, 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 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	Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “A boutique law firm located in Boca Raton, Florida, with a practice limited to tax, estate planning, probate & trust law, and related litigation and commercial matters.” Source: RevenueBase Database · checked Sep 20, 2026
2	Redgrave & Rosenthal LLP	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Redgrave & Rosenthal LLP is a boutique law firm in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
3	Lawless, Edwards And Warren	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: RevenueBase Database · checked Sep 20, 2026
4	Katz Baskies & Wolf Pllc	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…” Source: RevenueBase Database · checked Sep 20, 2026
5	Ellis LAW Group, P.L	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
6	Huth, Pratt & Milhauser, Pllc	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “HPM is a well-established Estate Planning Law firm that specializes in all aspects of wealth transfer.” Source: RevenueBase Database · checked Sep 20, 2026
7	The Siegel LAW Group, P.A	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “At Siegel Law Group, P.A, we offer estate planning and elder law services to people throughout South Florida.” Source: RevenueBase Database · checked Sep 20, 2026
8	Generations Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 20, 2026
9	Baron Silver Stevens Financial Advisors, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong evidence “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
10	Howard Kaye Insurance Agency, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Source: RevenueBase Database · checked Sep 20, 2026
11	Vanness Law, Pllc	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “VanNess Law PLLC is a concierge type law firm assisting clients and advisors across the county in the implementation of wealth transfer and business strategies.” Source: RevenueBase Database · checked Sep 20, 2026
12	Guerra TAX And Wealth Planning, PA	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Guerra TWP assists high net worth individuals, business owners and their families in the establishment of trusts and business entities designed to- Minimize and/or eliminate…” Source: RevenueBase Database · checked Sep 20, 2026
13	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Amid an ever-changing investment landscape, we believe investors will want to work with and confide in a firm that will consistently guide them through the intricacies of…” Source: RevenueBase Database · checked Sep 20, 2026
14	Westchester Financial Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Westchester Financial Group is an International consulting company which acts in a global, agile and versatile manner in international asset protection, tax and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
15	Fiduciary Family Office	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: RevenueBase Database · checked Sep 20, 2026
16	Swan Wealth Management Group, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
17	Paul E Ghougasian, P.A	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Wills, Trusts, Estates and Tax Law Boutique Firm in Boca Raton, Florida” Source: RevenueBase Database · checked Sep 20, 2026
18	Millman LAW Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Wills.” Source: RevenueBase Database · checked Sep 20, 2026
19	Matrix Financial Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
20	Miller Wealth Advisors, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
21	HH LAW	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “HH Law, based in Boca Raton and Delray Beach, Florida, focuses on comprehensive estate planning services, probate and trust administration, tax matters, and asset protection…” Source: RevenueBase Database · checked Sep 20, 2026
22	Ulin & Co. Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
23	Kocher LAW Firm, Pllc	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Leading the way in Estate Planning, Asset Protection, Probate & Trust Administration, and Residential Real Estate & Title Services in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
24	ASR LAW Firm, PL	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “At ASR Law Firm, we provide focused, results-driven legal services to Florida real estate investors, small business owners, and families seeking to preserve wealth, minimize risk…” Source: RevenueBase Database · checked Sep 20, 2026
25	Walser LAW Firm -Wills, Trusts, And Probate Attorneys	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “Protecting and preserving clients assets now and for future generations.” Source: RevenueBase Database · checked Sep 20, 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 54 estate planning advisors based in Boca Raton, United States

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Estate planning advisors based in Boca Raton, United States at a glance

As of Sep 20, 2026

52.1%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

288.9%Largest-city concentration · New York

Sep 20, 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 Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 54 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 Boca Raton, 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 Boca Raton 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, 112 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 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 Boca Raton, United States?

RevenueBase identified 54 estate planning advisors headquartered in Boca Raton, 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?

Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A, headquartered in Boca Raton, 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 112 verified decision-maker contacts tracked across these 54 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.