Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 62 companies tracked

RevenueBase identified 62 company matches for estate planning architects associated with Boston, United States as of October 2026 and tracks 1,737 professional contacts across them, including 1,070 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Boston has 62.

This list covers company matches for estate planning architects associated with Boston, 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

62Companies

1,737Contacts tracked

1,070Verified emails

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

Ranked by team size

Top 25 of 62 company matches for estate planning architects based in Boston, 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	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	504 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	SCS	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	247 contacts →
	Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	180 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	146 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 · Oct 12, 2026 · View company records in RevenueBase
5	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	103 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	72 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	37 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	34 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	201-500	27 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Lynch Fink Harrington & Gray LLP	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Full service Boston-based law firm specializing in Tax, Estate Planning, Trust, Corporate, and Securities” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	17 contacts →
	Exact match “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Catalyst Financial Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “Sage advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	RTS Private Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Riverview Capital Advisers, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Hall & Diana LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Currier Ryan	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Bove Langa Witherell & Soiffer P.C	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Our firm was established in Boston over thirty years ago.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match Recorded description not available. 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 62 estate planning architects based in Boston, United States

See the full list, filter by size, metro and specialty, and access 1,070 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

61.6%Verified-email coverage

28.0Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 62 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 Boston, 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 1,070 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 Boston, United States?

RevenueBase identified 62 company matches for estate planning architects associated with Boston, 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?

Baystate Financial 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). Boston has 62.

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 1,070 professional contacts with verified work emails tracked across these 62 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.

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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 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.