Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 141 companies tracked

RevenueBase identified 141 company matches for estate planning architects associated with Houston, United States as of October 2026 and tracks 884 professional contacts across them, including 376 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Houston follows with 141.

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

141Companies

884Contacts tracked

376Verified emails

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

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

Ranked by team size

Top 25 of 141 company matches for estate planning architects based in Houston, 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	LKJ Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	n/a	93 contacts →
	Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	IMG Financial Group, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	89 contacts →
	Exact match “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Legacy Trust Company, N.A	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	53 contacts →
	Exact match “As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Sentinel Trust Company, LBA	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	43 contacts →
	Exact match “At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Ytterberg Deery Knull LLP	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	35 contacts →
	Exact match “Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Ford Bergner LLP	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match “Ford + Bergner LLP is a boutique law firm specializing in Estate, Trust, and Guardianship matters.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Granite Harbor Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	27 contacts →
	Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Kreig Llc, Attorneys At LAW	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “Kreig LLC is Texas's leading probate and estate litigation firm, serving families statewide including Houston, Dallas, Fort Worth, Austin, San Antonio, Corpus Christi, and El Paso.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Bentley, Bratcher, & Associates, PC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Duffley LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Estate planning and probate law firm licensed in Texas & Illinois” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Paul Comstock Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Stephenson Fournier	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “Our firm is founded upon and committed to the principle that attorneys must provide responsive legal services of the highest quality, tempered by a sensitivity to each client's…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Your Legacy Legal Care	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Strohmeyer LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “No unfinished business." Planning your estate and other end-of-life matters can be a murky and intimidating project, even if you don’t live in a mansion and own seven Porches.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Adell, Harriman & Carpenter, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Graves LAW Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Well Lived Wealth, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	The Mendel LAW Firm, L.P	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Hayes & Wilson, Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Life can be unpredictable.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Oakmont Group	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Oakmont Group is a Wealth Transfer and Enterprise Security Planning™ firm focused exclusively on serving high net worth families and closely held businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Doehring & Doehring Attorneys At LAW	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Doehring & Doehring is located in West Houston and serves Harris and surrounding counties in all areas of Probate law.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	The LAW Office Of Huynh & Huynh, Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Huynh & Huynh, PLLC offers real-world experience, sound advice and a results-oriented legal team for high net worth individuals, health care professionals, and their businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Mcculloch & Miller, Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Revolutionary Houston Elder Law and Estate Planning Attorneys.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Love Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” 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 141 estate planning architects based in Houston, United States

See the full list, filter by size, metro and specialty, and access 376 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 Houston, United States at a glance

As of Oct 12, 2026

42.5%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

108

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 141 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 Houston, 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 376 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 Houston, United States?

RevenueBase identified 141 company matches for estate planning architects associated with Houston, 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?

LKJ 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).

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 376 professional contacts with verified work emails tracked across these 141 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 141 estate planning architects based in Houston, 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.