Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 108 companies tracked

RevenueBase identified 108 company matches for estate planning advisors associated with Houston, United States as of September 2026 and tracks 511 professional contacts across them, including 225 with verified work emails. Across the United States, New York is the largest hub for this category (156 companies); Houston follows with 108.

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

108Companies

511Contacts tracked

225Verified emails

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

Ranked by team size

Top 25 of 108 company matches for estate planning advisors based in Houston, 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	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	n/a	86 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Ytterberg Deery Knull LLP	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Bentley, Bratcher, & Associates, PC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Duffley LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Estate planning and probate law firm licensed in Texas & Illinois” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Strohmeyer LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “No unfinished business." Planning your estate and other end-of-life matters can be a murky and intimidating project, even if you don’t live in a mansion and own seven Porches.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Your Legacy Legal Care	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	The Mendel LAW Firm, L.P	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Hayes & Wilson, Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Life can be unpredictable.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Codispoti LAW P.C	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Helping our clients to plan protect and leave a legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Cook Legal Group, Lllp	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Providing legal services nationally and headquartered in Houston Tx, Cook Legal Group, secures and maximizes client assets by providing tax and business consulting services that…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Doehring & Doehring Attorneys At LAW	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Doehring & Doehring is located in West Houston and serves Harris and surrounding counties in all areas of Probate law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Mcculloch & Miller, Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Revolutionary Houston Elder Law and Estate Planning Attorneys.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Stavis Wealth	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Wealth, and managing it, are complex endeavors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Bacarisse LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Law practice in estate planning, probate and estate administration, guardianships and estates and trusts” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Farner & Perrin, LLP	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Farner & Perrin, L.L.P, we offer the full array of legal expertise in estate planning, probate and related taxation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Brownlee Wealth Management	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Brownlee Wealth Management is a fixed fee RIA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Hightower Trust Company, N.A	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Love Financial Group	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Advocates Wealth Planning	Exact match	Houston, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Advocates Wealth Planning exists for one purpose: to help Houston families live their most deeply held values through thoughtful financial planning.” 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 108 estate planning advisors based in Houston, United States

See the full list, filter by size, metro and specialty, and access 225 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

44.0%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 108 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 Houston, 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 225 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 Houston, United States?

RevenueBase identified 108 company matches for estate planning advisors associated with Houston, 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?

LKJ 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).

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 225 professional contacts with verified work emails tracked across these 108 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.

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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 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.