Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 102 companies tracked

RevenueBase identified 102 company matches for estate planning architects associated with Austin, United States as of October 2026 and tracks 718 professional contacts across them, including 355 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Austin has 102.

This list covers company matches for estate planning architects associated with Austin, 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 October 12, 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 Oct 12, 2026 How this list was built

102Companies

718Contacts tracked

355Verified emails

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

The 25 largest estate planning architects based in Austin, United States

Ranked by team size

Top 25 of 102 company matches for estate planning architects based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Dubois Bryant & Campbell LLP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	52 contacts →
	Exact match “DuBois, Bryant & Campbell is a full service law firm that has built a reputation on delivering efficient, attentive service to help its clients navigate complicated legal issues.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Kirker Davis LLP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	44 contacts →
	Exact match “Kirker Davis LLP is a Texas law firm with a focus on high-end family law cases, complex litigation, business law, and estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	34 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	The FOX Alliance	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	29 contacts →
	Exact match “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Austin Trust Company	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	29 contacts →
	Exact match “Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Hardie Alcozer	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Osborne, Helman, Scott, Knisely & Stanton, LLP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Royal Legal Solutions	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Asset Protection For Real Estate Investors Professional Legal Solutions, Business Restructuring, Estate Planning, Retirement Investing & More.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Texas Trust LAW The Wiewel LAW Firm	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “Texas Trust Law (The Wiewel Law Firm) focuses its practice exclusively in the area of wills, probate, estate planning, asset protection, and special needs planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	17 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Barnes Lipscomb & Stewart Pllc	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “At Barnes Lipscomb & Stewart PLLC, we put clients first.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Ripp Grossman & Fitte LLP	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Elizabeth Morgan And Associates	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Hopper Mikeska, Pllc	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Hopper Mikeska, PLLC, is an Austin law firm whose attorneys practice in the areas of estate planning and wealth preservation; probate, estate, and trust administration…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Enclave Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Blue Skye Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Farrell & Johnson Pllc	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Giordani & Associates Pllc	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	11-50	5 contacts →
	Exact match “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Capstar Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Oct 12, 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 architects”. 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 102 estate planning architects based in Austin, United States

See the full list, filter by size, metro and specialty, and access 355 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate planning architects based in Austin, United States at a glance

As of Oct 12, 2026

49.4%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Oct 12, 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 Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 102 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 Austin, United States whose business descriptions match “estate planning architects” 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 355 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 October 12, 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 architects by metro in the United States

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

How many estate planning architects are there based in Austin, United States?

RevenueBase identified 102 company matches for estate planning architects associated with Austin, United States as of October 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?

Dubois Bryant & Campbell LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most estate planning architects?

New York leads the United States with 219 company records, followed by Houston (141) and San Diego (134). Austin has 102.

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 355 professional contacts with verified work emails tracked across these 102 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 October 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 102 estate planning architects based in Austin, United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning architects 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.