Company lists · Data refreshed September 2026

Top 21 Estate planning advisors based in Miami, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 48 companies tracked

RevenueBase identified 48 company matches for estate planning advisors associated with Miami, United States as of September 2026 and tracks 285 professional contacts across them, including 96 with verified work emails. Across the United States, New York is the largest hub for this category (156 companies); Miami has 48.

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

48Companies

285Contacts tracked

96Verified emails

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The 21 largest estate planning advisors based in Miami, United States

Ranked by team size

Top 21 of 48 company matches for estate planning advisors based in Miami, 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	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	119 contacts →
	Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Elderly Care LAW Firm	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “The Elderly Care Law Firm of Tieesha N.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Global Wealth Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Sloto & Diamond, Pllc	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “We are a Miami-based legal boutique focusing on Probate and Trust Administration, Guardianship Administration and Litigation, Trust and Estates Litigation, and Estate Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Therrel Baisden, LLP	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Hoffman & Hoffman P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “With over 23 years of experience, our Miami law firm works tirelessly on every client case in order to provide the best possible results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Zamora, Hillman And Villavicencio	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Since its founding in 2001, Zamora, Hillman & Villavicencio has focused on providing consultation and representation in the areas of estate planning, probate, guardianship, trust…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	R&s International LAW Group, LLP	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “R&S INTERNATIONAL LAW GROUP, LLP is a legal services company based out of BRICKELL AVE, Miami, Florida, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Vasallo LAW Group	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are a family owned and operated law firm focused in Estate Planning and Probate, Real Estate Transactions and Litigation, as well as Civil Litigation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Anthem Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	LAW Office Of Gina R. Chevallier, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Irama Valdes, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Bastet Family And Corporate Consulting	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Bastet Family and Corporate Consulting es una firma especializada en la protección patrimonial y planeación sucesoral, con un enfoque exclusivo en la gestión y transmisión de…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Zimmerer & Zimmerer Cpas	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The Retirement Tax Planner: Retiring or recently retired from a publicly-traded company with appreciated company stock held in your 401(k)?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Ascension Nexus LAW Monique M. Sadarangani, Pllc	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Monique M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Golden Glasko & Associates, P.A	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “With more than 70 years of combined legal experience, the attorneys at Golden Glasko & Associates, P.A, are ready to guide you through nearly any issue related to estate law and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Valais Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Who We Are: Our belief is that comprehensive financial planning combined with specific retirement objectives can safeguard and amplify your current wealth, shaping the future of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Rohr Private Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Raul Rohr is the Founder and Managing Director of Rohr Private Wealth Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Crespo Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Welcome to Crespo Capital, where financial empowerment meets tailored wealth management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	The LAW Offices Of Frye & Vazquez, P.L	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Since 1993, successful business owners, professionals, and families throughout South Florida have relied upon the attorneys of The Law Offices of Frye & Vazquez, P.L.” 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 21 of 48 estate planning advisors based in Miami, United States

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

As of Sep 20, 2026

33.7%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 20, 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 Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 48 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 Miami, 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 96 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 Miami, United States?

RevenueBase identified 48 company matches for estate planning advisors associated with Miami, 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?

NPC 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). Miami has 48.

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 96 professional contacts with verified work emails tracked across these 48 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.