Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Los Angeles, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 99 companies tracked

RevenueBase identified 99 company matches for estate planning architects associated with Los Angeles, United States as of October 2026 and tracks 1,950 professional contacts across them, including 1,073 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Los Angeles has 99.

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

99Companies

1,950Contacts tracked

1,073Verified emails

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The 25 largest estate planning architects based in Los Angeles, United States

Ranked by team size

Top 25 of 99 company matches for estate planning architects based in Los Angeles, 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	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	587 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Withersworldwide	Exact match	Los Angeles, CA, United States	1,001-5,000	451 contacts →
	Exact match “For the past 125 years we have been proud to assist some of the world's most remarkable individuals and organisations in realising their ambitions and using private capital to…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Aspiriant	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	238 contacts →
	Exact match “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	51-200	62 contacts →
	Exact match “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Keystone LAW Group, P.C	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	51-200	53 contacts →
	Exact match “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Weinstock Manion	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	50 contacts →
	Exact match “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	RMO LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	40 contacts →
	Exact match “Welcome to RMO LLP!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Gomez Law, APC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “At Gomez Law, APC, our mission is to provide the highest quality legal services to our clients so we can help them keep and grow their most valuable asset - their real estate.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	DE Castro, West, Chodorow, Mendler & Glickfeld INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match “At De Castro, West, Chodorow, Mendler, Glickfeld & Nass, Inc, we provide planning and advocacy to our clients in complex business transactions and litigation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Gerber & CO LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	51-200	20 contacts →
	Exact match “Gerber & Co provide cost-effective, value-added, pro-active input to save taxes and optimize financial results.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Acap Advisors & Accountants	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	16 contacts →
	Exact match “As a Family Office, we combine deep tax and wealth management expertise to oversee every aspect of your financial life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Stonekimbro	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Kopple, Klinger & Elbaz, LLP	Exact match	Los Angeles, CA, 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
14	Phillips LAW Partners, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Phillips Law Partners, LLP was launched on January 1, 2011, by attorneys who formerly were with the firm of Astor & Phillips, a professional law corporation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Foundry Financial Advisor In LOS Angeles	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “At Foundry Financial we make financial planning and impact investing practical.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Ruttenberg Cutler Broomer, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “This involves providing estate planning counseling and the preparation of required documentation to ensure that the estate is secure and clients' wishes are carried out.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	The Balaban Group, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “The Balaban Group, LLC, is a leading independent life insurance, benefits, and estate planning firm in Los Angeles, CA, serving the affluent client base since 1986.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Rodriguez, Horii, Choi & Cafferata LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Each of the attorneys at RHC & C made a conscious decision to work in the tax and not for profit arena because of a desire to help others, to solve problems, and to assist in…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Marina Pointe, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Gifford, Dearing & Abernathy LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Tisser LAW Group APC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Asher LAW Group, APC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Asher Law Group is a "boutique" law firm located in Century City, Los Angeles.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Family Financial LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Wealth is seeking value….” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Blacklines Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” 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 99 estate planning architects based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 1,073 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in Los Angeles, United States at a glance

As of Oct 12, 2026

55.0%Verified-email coverage

19.7Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 99 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 Los Angeles, 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 1,073 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 Los Angeles, United States?

RevenueBase identified 99 company matches for estate planning architects associated with Los Angeles, 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?

Lido Advisors 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). Los Angeles has 99.

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 1,073 professional contacts with verified work emails tracked across these 99 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.