Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Jacksonville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 41 companies tracked

RevenueBase identified 41 company matches for estate planning architects associated with Jacksonville, United States as of October 2026 and tracks 271 professional contacts across them, including 132 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Jacksonville has 41.

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

41Companies

271Contacts tracked

132Verified emails

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

Ranked by team size

Top 25 of 41 company matches for estate planning architects based in Jacksonville, 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	Fisher, Tousey, Leas & Ball	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
2	Purcell, Flanagan & Hay, P.A	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “Purcell, Flanagan & Hay is a law firm specializing in serving high net worth individuals and business owners.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	BCI Wealth & Asset Management	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	15 contacts →
	Exact match “At BCI Wealth & Asset Management, we help affluent and accomplished professionals reach their personal and business financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Capital Analysts Of Jacksonville	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	12 contacts →
	Exact match “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Berg Bryant Elder LAW Group, Pllc	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “Our law firm assists families and caregivers in Northeast Florida in the areas of estate planning, long-term care planning, wills, trusts, durable power of attorney, probate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Ivan & Daugustinis, Pllc	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Ivan & Daugustinis, PLLC is a full-service estate planning law firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Legacy Planning LAW Group	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “We believe that the best gift we can give our clients is the power to protect their family, even when they can't be there for them.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Montoya Financial Strategies	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	201-500	8 contacts →
	Exact match “Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Toams Financial	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “We provide comprehensive financial planning services tailored to the wants and needs of our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Three Oaks LAW	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Three Oaks Law is a boutique, client-centered law firm in Jacksonville, Florida.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Congruent Wealth	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Wealth Management for successful families looking to focus on their life of meaning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Donahoo & Mcmenamy, P.A	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “A trusted law firm in Jacksonville, Florida since 1938, Donahoo & McMenamy, P.A.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	DS Drelich & Associates	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Our Story D.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Gold Tree Financial, INC	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	The Edwards LAW Firm	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “Helping Families Plan for The Future The Edwards Law Firm welcomes you to the Estate Planning and Elder Law resource center for Jacksonville, St.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Schnauss Naugle LAW	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We understand that each family’s and business’s needs are unique and will work with you to develop a personalized approach that maximizes your benefits while minimizing the tax…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	LAW Offices Of Mark F. Moss, Pllc	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “We are a boutique law firm providing peace of mind for families and professionals to protect their loved ones, memories, & assets we all work so hard for.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Bridgetrust	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We provide legal representation in connection with the following:* Trust Administration * Probate * Trust & Probate Litigation * Trust & Will Contests * Professional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Paragon Wealth Strategies, LLC	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “PARAGON.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Privileged Planning INC	Exact match	Jacksonville, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “The content provided is for educational purposes only.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Lloyd LAW Firm, Pllc	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Lloyd Law Firm is a real estate and estate planning law firm that provides guidance and support to clients throughout the legal process, helping them to make informed decisions…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Breakwater Wealth Management	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	The Coleman LAW Firm, Pllc	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “For over 30 years, attorney C.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Axiom Investment Consulting	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Marchand Faries Financial Management, INC	Exact match	Jacksonville, FL, United StatesHQ recorded Oct 12, 2026	1-10	1 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 41 estate planning architects based in Jacksonville, United States

See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

48.7%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 41 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 Jacksonville, 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 132 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 Jacksonville, United States?

RevenueBase identified 41 company matches for estate planning architects associated with Jacksonville, 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?

Fisher, Tousey, Leas & Ball 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). Jacksonville has 41.

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 132 professional contacts with verified work emails tracked across these 41 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.