Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 39 companies tracked

RevenueBase identified 39 estate planning advisors headquartered in Phoenix, United States as of September 2026 and tracks 212 professional contacts across them, including 119 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Phoenix, 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

39Companies

212Contacts tracked

119Verified emails

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

Ranked by team size

Top 25 of 39 estate planning advisors based in Phoenix, 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	Frazer, Ryan, Goldberg & Arnold LLP	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	49 contacts →
	Strong evidence “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Source: RevenueBase Database · checked Sep 19, 2026
2	Morris Hall, Pllc	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Strong evidence “For over 50 years, Morris Hall (MH) has provided quality estate planning services for individuals and families in Arizona.” Source: RevenueBase Database · checked Sep 19, 2026
3	The Hebets Company	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Source: RevenueBase Database · checked Sep 19, 2026
4	The Forakis LAW Firm, PLC	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Strong evidence “We are Arizona’s premiere estate, business and charitable planning law firm.” Source: RevenueBase Database · checked Sep 19, 2026
5	Phocus Financial	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
6	Mathis Wealth Management	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Source: RevenueBase Database · checked Sep 19, 2026
7	Reliant Group Holdings, LLC	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Source: RevenueBase Database · checked Sep 19, 2026
8	Endeavor Advisors LLC	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our firm specializes in helping individuals develop sound retirement strategies.” Source: RevenueBase Database · checked Sep 19, 2026
9	Family Tree Estate Planning	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “Protecting Every Branch of Your Family Tree Family Tree Estate Planning will guide you through the options of Living Trusts & Wills to formulate a plan that is right for you and…” Source: RevenueBase Database · checked Sep 19, 2026
10	The Valhalla Group	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
11	Tactical TAX & Estate Planning	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Would you like to Divorce the IRS on your terms?” Source: RevenueBase Database · checked Sep 19, 2026
12	Nagle LAW Group, P.C	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “The attorneys of Nagle Law Group offer expert legal counsel in all areas of commercial real estate, personal bankruptcy, and estate planning, wills, trust and probate.” Source: RevenueBase Database · checked Sep 19, 2026
13	Emily R. Taylor, Attorney Pllc	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “An estate and special needs planning focused firm in Arizona.” Source: RevenueBase Database · checked Sep 19, 2026
14	Fusion Wealth Management	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning \| Wealth Protection Strategies \| Maximizing Charitable Gifts \|…” Source: RevenueBase Database · checked Sep 19, 2026
15	estatedocspro.com	Strong evidence	Phoenix, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Strong evidence “America's Premier, Comprehensive Online Estate Planning Tool for Financial Professionals & their Clients” Source: RevenueBase Database · checked Sep 19, 2026
16	Wiser Advisor Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 19, 2026
17	The Poulos LAW Firm, P.L.L.C	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Estate Planning and Small Business Law We help families control their assets, take care of their loved ones and provide for transitions of their assets and businesses to their…” Source: RevenueBase Database · checked Sep 19, 2026
18	Copper State Planning	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “I help families and business owners avoid legacy destroying taxes, fees, and family acrimony by crafting comprehensive and insightful plans to build and leave a lasting legacy.” Source: RevenueBase Database · checked Sep 19, 2026
19	Bluemount Financial, LLC	Partial evidence	Phoenix, MD, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.” Source: RevenueBase Database · checked Sep 19, 2026
20	Lion's Share Wealth	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Lion's Share Wealth specializes in helping individuals and businesses grow with custom strategies.” Source: RevenueBase Database · checked Sep 19, 2026
21	Banker LAW Office, Pllc	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Are you concerned about paying for your elderly parents’ long-term care?” Source: RevenueBase Database · checked Sep 19, 2026
22	Greengard LAW Firm PLC	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Expert team of lawyers and legal professionals providing clients with a comprehensive approach to estate, business and tax planning, understanding our clients' goals and values to…” Source: RevenueBase Database · checked Sep 19, 2026
23	Guidepoint Private Wealth Management	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	DON Mandy	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Retirement, Tax and Estate Planning” Source: RevenueBase Database · checked Sep 19, 2026
25	Pantheon Group	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “The phrase “advanced planning” is broad and requires a team of experienced professionals to narrow down, design, and execute.” 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 39 estate planning advisors based in Phoenix, United States

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

As of Sep 19, 2026

56.1%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

400.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 39 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 Phoenix, 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 Phoenix 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, 119 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 Phoenix, United States?

RevenueBase identified 39 estate planning advisors headquartered in Phoenix, 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?

Frazer, Ryan, Goldberg & Arnold LLP, headquartered in Phoenix, 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 119 verified decision-maker contacts tracked across these 39 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.