Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 67 companies tracked

RevenueBase identified 67 estate planning advisors headquartered in Scottsdale, United States as of September 2026 and tracks 339 professional contacts across them, including 133 with verified work emails. New York is the largest hub.

This list covers estate planning advisors headquartered in Scottsdale, 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 20, 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 20, 2026 86% judged on-target in blind review

67Companies

339Contacts tracked

133Verified emails

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

Ranked by team size

Top 25 of 67 estate planning advisors based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 20, 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	Watermark Wealth Strategies, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Source: RevenueBase Database · checked Sep 20, 2026
2	Silverhawk Private Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “We create sophisticated yet simple solutions for complicated financial situations.” Source: RevenueBase Database · checked Sep 20, 2026
3	Braun Cathie Kruzel, PC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Braun Cathie Kruzel PC was formed in to exclusively focus on Estate Planning, Probate, and Trust Administration, settlement of both contested and uncontested estates, and related…” Source: RevenueBase Database · checked Sep 20, 2026
4	Dana Whiting LAW	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “After over 33 years of Estate Planning experience, Matt was able to put together a team of Estate Planning professionals to make your experience at Dana Whiting Law truly unique…” Source: RevenueBase Database · checked Sep 20, 2026
5	Berk LAW Group, P.C	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Probate, Estate, Trust, Elder Abuse, Neglect and Exploitation, Guardianship/Conservatorship.” Source: RevenueBase Database · checked Sep 20, 2026
6	Safeguard Estate Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Wills, Trust & More.” Source: RevenueBase Database · checked Sep 20, 2026
7	Netvest Financial, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs.” Source: RevenueBase Database · checked Sep 20, 2026
8	Bivens & Associates, Pllc	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Our attorneys have over 50 years of combined experience.” Source: RevenueBase Database · checked Sep 20, 2026
9	Progressive Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Source: RevenueBase Database · checked Sep 20, 2026
10	Plattner, Schneidman & Schneider, P.C	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “The firm was established in 1968 and has maintained a practice that primarily encompasses legal matters involving closely-held businesses and their owners, with an emphasis on…” Source: RevenueBase Database · checked Sep 20, 2026
11	Exeter Financial	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.” Source: RevenueBase Database · checked Sep 20, 2026
12	Winsor LAW Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Winsor Law Group, The Prosperity Law Firm, is a group of compassionate and dedicated attorneys with locations in Scottsdale, Mesa, and Queen Creek, Arizona.” Source: RevenueBase Database · checked Sep 20, 2026
13	Nextgen Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Source: RevenueBase Database · checked Sep 20, 2026
14	Blakely Walters	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 20, 2026
15	The LAW Office Of Libby Banks, Pllc	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “The Law Office of Libby Banks, PLLC is your destination for estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
16	Mazza Niro, PLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Located in Scottsdale, Arizona, Mazza + Niro, PLC is a compassionate, energetic law firm focusing on seniors, vulnerable adults, and people with special needs.” Source: RevenueBase Database · checked Sep 20, 2026
17	Carrie Hall And Associates	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Source: RevenueBase Database · checked Sep 20, 2026
18	Grand Canyon Planning Associates	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Source: RevenueBase Database · checked Sep 20, 2026
19	Evervest Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Source: RevenueBase Database · checked Sep 20, 2026
20	Vestpointe Wealth Management	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
21	SC Financial Services, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Source: RevenueBase Database · checked Sep 20, 2026
22	Deangelis Legal	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “DeAngelis Legal is a law firm in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 20, 2026
23	Winsor LAW Online	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “We help you customize an estate plan specific to your needs at affordable rates to ensure that your family and legacy is protected and preserved for your loved ones.” Source: RevenueBase Database · checked Sep 20, 2026
24	Truest LAW	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Truest Law is Arizona's premier estate and trust planning legal firm.” Source: RevenueBase Database · checked Sep 20, 2026
25	EPL Realty Group, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “EPL Financial Services integrates a comprehensive wealth management service focused on taking a holistic look at a client’s financial picture.” Source: RevenueBase Database · checked Sep 20, 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 67 estate planning advisors based in Scottsdale, United States

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

As of Sep 20, 2026

39.2%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

232.8%Largest-city concentration · New York

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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 67 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 Scottsdale, 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 Scottsdale 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, 133 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 20, 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 Scottsdale, United States?

RevenueBase identified 67 estate planning advisors headquartered in Scottsdale, 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?

Watermark Wealth Strategies, LLC, headquartered in Scottsdale, 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 133 verified decision-maker contacts tracked across these 67 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 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 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.