Company lists · Data refreshed September 2026
Top 15 Estate planning advisors based in Washington, United States
RevenueBase identified 26 estate planning advisors headquartered in Washington, United States as of September 2026 and tracks 97 professional contacts across them, including 38 with verified work emails. New York is the largest hub.
This list covers estate planning advisors headquartered in Washington, 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.
The 15 largest estate planning advisors based in Washington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 17 contacts → | ||||
Indirect evidence “RoseMcKenna PLLC is a boutique accounting firm dedicated to providing the absolute best in personalized and professional tax services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 10 contacts → | ||||
Indirect evidence “The Royal Law Firm PLLC, founded in 2009 by Priya Prakash Royal, Esq, LL.M, MBA, AEP®, TEP, is a private client law firm serving individuals, families, and closely held…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 8 contacts → | ||||
Partial evidence “Our Story Franklin Karibjanian & Law PLLC is a boutique trusts and estates law firm, serving clients in the National Capital region, Florida and beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Strong evidence “Accelerant was founded by entrepreneurial-minded attorneys who strive to modernize the current approach to estate planning by incorporating 21st-century business practices and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4 contacts → | ||||
Partial evidence “Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence “What makes our firm different is that we were built with the needs of growing families in mind.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 contacts → | ||||
Indirect evidence “Serving Clients Throughout Washington, DC and Maryland.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “MZ Capital Management is an independent wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence “We've helped people around the country have better lives by listening to their needs and customizing solutions to improve their lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “Helping people achieve peace of mind today by establishing their legacy for tomorrow.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Strong evidence “Rose Whelan founded Whelan Law PLLC to provide estate planning services to parents in Washington, DC.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong evidence “We provide estate planning services to individuals and their families to help protect their hard-earned assets and ensure their family decisions are respected.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 15 of 26 estate planning advisors based in Washington, United States
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Estate planning advisors based in Washington, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 26 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 Washington, 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 Washington 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, 38 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
- Estate planning advisors in New York156
- Estate planning advisors in Houston108
- Estate planning advisors in San Diego103
- Estate planning advisors in Atlanta100
- Estate planning advisors in Dallas83
- Estate planning advisors in Austin81
- Estate planning advisors in Chicago78
- Estate planning advisors in Denver70
- Estate planning advisors in Los Angeles67
- Estate planning advisors in Scottsdale67
- Estate planning advisors in Boca Raton54
- Estate planning advisors in San Francisco54
- Estate planning advisors in Charlotte52
- Estate planning advisors in Irvine50
- Estate planning advisors in Las Vegas49
- Estate planning advisors in Miami48
- Estate planning advisors in Tampa48
- Estate planning advisors in Boston43
- Estate planning advisors in Indianapolis42
- Estate planning advisors in Jacksonville42
- Estate planning advisors in Phoenix39
- Estate planning advisors in Portland37
- Estate planning advisors in Columbia36
- Estate planning advisors in Newport Beach36
- Estate planning advisors in Orlando35
- Estate planning advisors in Fort Lauderdale33
- Estate planning advisors in Bellevue32
- Estate planning advisors in Seattle32
- Estate planning advisors in Coral Gables29
- Estate planning advisors in Cincinnati28
- Estate planning advisors in San Antonio28
- Estate planning advisors in San Jose28
- Estate planning advisors in Walnut Creek28
- Estate planning advisors in Omaha26
- Estate planning advisors in Pasadena26
- Estate planning advisors in Sacramento26
- Estate planning advisors in Washington26
- Estate planning advisors in Greenville25
- Estate planning advisors in Greenwood Village25
- Estate planning advisors in Rochester25
- Estate planning advisors in Sarasota25
- Estate planning advisors in Springfield25
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 Washington, United States?
RevenueBase identified 26 estate planning advisors headquartered in Washington, 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?
Rosemckenna, Pllc, headquartered in Washington, 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 38 verified decision-maker contacts tracked across these 26 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.
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