Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 83 companies tracked

RevenueBase identified 83 estate planning advisors headquartered in Dallas, United States as of September 2026 and tracks 487 professional contacts across them, including 308 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Dallas, 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

83Companies

487Contacts tracked

308Verified emails

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

Ranked by team size

Top 25 of 83 estate planning advisors based in Dallas, 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	True North Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	80 contacts →
	Partial evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 19, 2026
2	Wealth Partners Alliance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	37 contacts →
	Indirect evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
3	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 19, 2026
4	Atwood & Mccall, Pllc	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “We Listen.” Source: RevenueBase Database · checked Sep 19, 2026
5	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 19, 2026
6	Sharpe LAW Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 19, 2026
7	Strata Wealth Advisors, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: RevenueBase Database · checked Sep 19, 2026
8	Frontier Investment Management Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	13 contacts →
	Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 19, 2026
9	Boswell Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “Estate planning and probate inevitably affect everyone at some point in their life.” Source: RevenueBase Database · checked Sep 19, 2026
10	Burch Law, Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Burch Law serves Texans providing Estate Planning \| Wills & Trusts \| Powers of Attorney \| Probate \| Business Law” Source: RevenueBase Database · checked Sep 19, 2026
11	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 19, 2026
12	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
13	LAW Offices Of Andrea Winters, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Andrea Winters, P.C.” Source: RevenueBase Database · checked Sep 19, 2026
14	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Source: RevenueBase Database · checked Sep 19, 2026
15	Pyke & Associates, P.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Estate planning, probate, and guardianship law firm dedicated to transforming death and disability legal services in North Texas.” Source: RevenueBase Database · checked Sep 19, 2026
16	JVP Law, Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “JVP Law, PLLC is an estate planning and business law firm dedicated to protecting families and businesses for a lifetime.” Source: RevenueBase Database · checked Sep 19, 2026
17	Malouf Nakos Jackson & Swinson, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “We are committed to providing our clients with unparalleled, personalized service in reaching creative and effective solutions.” Source: RevenueBase Database · checked Sep 19, 2026
18	LGT Financial Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 19, 2026
19	C3 Financial Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 19, 2026
20	Probity Advisors, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 19, 2026
21	Advisors Equity Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…” Source: RevenueBase Database · checked Sep 19, 2026
22	Privus Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 19, 2026
23	Burford Brothers, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Source: RevenueBase Database · checked Sep 19, 2026
24	R. Scott Schieffer, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “R.” Source: RevenueBase Database · checked Sep 19, 2026
25	Houser Firm, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “At the Houser Firm, “protecting legacies of wealth” is more than just a tagline to us.” 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 83 estate planning advisors based in Dallas, United States

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

As of Sep 19, 2026

63.2%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

188.0%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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 83 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 Dallas, 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 Dallas 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, 308 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 Dallas, United States?

RevenueBase identified 83 estate planning advisors headquartered in Dallas, 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?

True North Advisors, headquartered in Dallas, 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 308 verified decision-maker contacts tracked across these 83 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.