Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 43 companies tracked

RevenueBase identified 43 company matches for estate planning advisors associated with Boston, United States as of September 2026 and tracks 1,339 professional contacts across them, including 826 with verified work emails. Across the United States, New York is the largest hub for this category (156 companies); Boston has 43.

This list covers company matches for estate planning advisors associated with Boston, 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

43Companies

1,339Contacts tracked

826Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 43 company matches for estate planning advisors based in Boston, 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	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
2	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
3	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	140 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	100 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	63 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Lynch Fink Harrington & Gray LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Full service Boston-based law firm specializing in Tax, Estate Planning, Trust, Corporate, and Securities” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Catalyst Financial Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Sage advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Squillace & Associates, P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	RTS Private Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Thomas Brady & Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Hall & Diana LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Currier Ryan	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Bove Langa Witherell & Soiffer P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our firm was established in Boston over thirty years ago.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Generation Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Mccue, LEE & Greene, LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Located in Boston’s Back Bay, McCue, Lee & Greene, LLP has been providing exceptional service to our clients for over twenty five years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Broude & Hochberg, LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” 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 43 estate planning advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 826 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

61.7%Verified-email coverage

31.1Average contacts per company

11-50Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 43 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 Boston, 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 826 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 in the United States

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 Boston, United States?

RevenueBase identified 43 company matches for estate planning advisors associated with Boston, 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?

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

Which city in the United States has the most estate planning advisors?

New York leads the United States with 156 company records, followed by Houston (108) and San Diego (103). Boston has 43.

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 826 professional contacts with verified work emails tracked across these 43 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.

Ready to reach these companies? Verified emails and direct dials for all 43 estate planning advisors based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning advisors by geography

Browse the directory

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.