Company lists · Data refreshed November 2026

Top 25 Estate planning agents based in the United States

Name: Estate planning agents based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 6,641 companies tracked

RevenueBase identified 6,641 company matches for estate planning agents associated with the United States as of November 2026 and tracks 32,743 professional contacts across them, including 14,961 with verified work emails. New York is the largest hub.

This list covers company matches for estate planning agents associated with the 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 November 6, 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 Nov 6, 2026 How this list was built

6,641Companies

32,743Contacts tracked

14,961Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate planning agents based in the United States

Ranked by team size

Top 25 of 6,641 company matches for estate planning agents based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Vanilla	Exact match	Bellevue, UT, United StatesHQ recorded Nov 6, 2026	51-200	176 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Harrison LLP	Exact match	12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026	201-500	168 contacts →
	Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Wealthcounsel, LLC	Exact match	Jersey City, NJ, United StatesHQ recorded Nov 6, 2026	51-200	156 contacts →
	Exact match “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Nov 6, 2026	51-200	147 contacts →
	Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Southeastern Trust Company	Exact match	Chattanooga, GA, United StatesHQ recorded Nov 6, 2026	11-50	144 contacts →
	Exact match “Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	143 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Huck Bouma, PC	Exact match	Wheaton, IL, United StatesHQ recorded Nov 6, 2026	51-200	136 contacts →
	Exact match “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	132 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	51-200	128 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 · Nov 6, 2026 · View company records in RevenueBase
13	Brown Streza	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Melone Hatley, P.C	Exact match	Virginia Beach, VA, United StatesHQ recorded Nov 6, 2026	51-200	94 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Cassin & Cassin LLP	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	84 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Fisher, Tousey, Leas & Ball	Exact match	Jacksonville, FL, United StatesHQ recorded Nov 6, 2026	51-200	84 contacts →
	Exact match “Established in 1978, our team at Fisher, Tousey, Leas & Ball, P.A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Nov 6, 2026	11-50	79 contacts →
	Exact match “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Creative Planning Legal, P.A	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	69 contacts →
	Exact match “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	R.M. Davis	Exact match	Portland, NH, United StatesHQ recorded Nov 6, 2026	51-200	68 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	PJI Law, PLC	Exact match	Fairfax, VA, United StatesHQ recorded Nov 6, 2026	51-200	67 contacts →
	Exact match “Founded in Virginia, PJI Law, PLC is built on a simple belief: behind every legal matter is a personal story.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Carruthers & Roth, P.A	Exact match	Greensboro, NC, United StatesHQ recorded Nov 6, 2026	51-200	67 contacts →
	Exact match “For more than 85 years, Carruthers & Roth has provided trusted legal representation, counsel and planning services to individuals, entrepreneurs, local businesses, and regional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Calamos Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Nov 6, 2026	11-50	64 contacts →
	Exact match “Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Evans & Davis	Exact match	Edmond, WA, United StatesHQ recorded Nov 6, 2026	51-200	60 contacts →
	Exact match “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Valley Forge Financial Group	Exact match	Audubon, PA, United StatesHQ recorded Nov 6, 2026	11-50	60 contacts →
	Exact match “You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	The Blum Firm, P.C	Exact match	Fort Worth, TX, United StatesHQ recorded Nov 6, 2026	51-200	57 contacts →
	Exact match “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded in the RevenueBase company graph · Nov 6, 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 agents”. 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 25 of 6,641 estate planning agents based in the United States

See the full list, filter by size, metro and specialty, and access 14,961 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate planning agents based in the United States at a glance

As of Nov 6, 2026

45.7%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,389

11-50

1,076

51-200

114

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,641 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 the United States whose business descriptions match “estate planning agents” 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 14,961 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 November 6, 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 agents by metro

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 agents”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning agents are there based in the United States?

RevenueBase identified 6,641 company matches for estate planning agents associated with the United States as of November 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?

Vanilla tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning agents?

New York leads with 127 company records, followed by Houston (77) and Chicago (74).

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 14,961 professional contacts with verified work emails tracked across these 6,641 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 6,641 estate planning agents based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning agents by geography

Browse the directory

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.