Company lists · Data refreshed September 2026

Top 22 Estate planning advisors based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 156 companies tracked

RevenueBase identified 156 estate planning advisors headquartered in New York, United States as of September 2026 and tracks 34,140 professional contacts across them, including 13,159 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in New York, 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

156Companies

34,140Contacts tracked

13,159Verified emails

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The 22 largest estate planning advisors based in New York, United States

Ranked by team size

Top 22 of 156 estate planning advisors based in New York, 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026
2	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026
3	Perelson Weiner LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	90 contacts →
	Partial evidence “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Source: RevenueBase Database · checked Sep 19, 2026
4	Cassin & Cassin LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	79 contacts →
	Indirect evidence “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Source: RevenueBase Database · checked Sep 19, 2026
5	Altfest Personal Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	67 contacts →
	Indirect evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
6	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 19, 2026
7	Ehrenkranz Partners LP	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Strong evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 19, 2026
8	Littman Krooks LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Littman Krooks LLP combines extensive legal knowledge and expertise with individual attention to your needs.” Source: RevenueBase Database · checked Sep 19, 2026
9	Morgan Legal Group P.C	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Strong evidence “Our firm provides legal representation in all areas of: personal and business asset protection trust & estate planning wealth preservation elder law retirement planning wills and…” Source: RevenueBase Database · checked Sep 19, 2026
10	Bridgewater Advisors INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
11	Klingman And Associates, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” Source: RevenueBase Database · checked Sep 19, 2026
12	Mcmanus & Associates	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Source: RevenueBase Database · checked Sep 19, 2026
13	Gaber Group	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Strong evidence “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Source: RevenueBase Database · checked Sep 19, 2026
14	Brinen & Associates, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Brinen & Associates is a planning and transaction-oriented boutique law firm that offers legal advice for matters regarding all stages of corporate endeavors, securities, taxation…” Source: RevenueBase Database · checked Sep 19, 2026
15	Kilter Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Source: RevenueBase Database · checked Sep 19, 2026
16	Mercer Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	12 contacts →
	Strong evidence “Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning…” Source: RevenueBase Database · checked Sep 19, 2026
17	Schlesinger Lazetera & Auchincloss LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “WITH SOPHISTICATED TRUST AND ESTATE SOLUTIONS – BE IT FOR COMPLEX ESTATE PLANNING SCENARIOS, DIFFICULT ESTATE ADMINISTRATIONS OR COMPLEX TAX AND ESTATE LITIGATIONS – WE LEAD…” Source: RevenueBase Database · checked Sep 19, 2026
18	Manice Budd & Baggett LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “The law firm of Manice Budd & Baggett LLP, with attorneys licensed in New York, Connecticut, and Florida, specializes in counseling individuals, families, private foundations, and…” Source: RevenueBase Database · checked Sep 19, 2026
19	Erwin, Marcus & Pathak P.C	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Erwin & Marcus, P.C, formed in 2015, is the successor to Hill, Ullman & Erwin P.C, which since 1978 has guided clients through the process of wills, trusts, gift and estate…” Source: RevenueBase Database · checked Sep 19, 2026
20	Lara Sass & Associates, Pllc	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising…” Source: RevenueBase Database · checked Sep 19, 2026
21	Jill Miller & Associates, P.C	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “At Jill Miller & Associates, P.C.” Source: RevenueBase Database · checked Sep 19, 2026
22	Manhattan Ridge Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We specialize in developing strategies for building, protecting and transferring wealth efficiently.” 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 22 of 156 estate planning advisors based in New York, United States

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Estate planning advisors based in New York, United States at a glance

As of Sep 19, 2026

38.5%Verified-email coverage

218.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

110

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 156 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 New York, 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 New York 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, 13,159 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 New York, United States?

RevenueBase identified 156 estate planning advisors headquartered in New York, 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?

Merrill Lynch, headquartered in New York, 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 13,159 verified decision-maker contacts tracked across these 156 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.