Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 219 companies tracked

RevenueBase identified 219 company matches for estate planning architects associated with New York, United States as of October 2026 and tracks 38,011 professional contacts across them, including 14,586 with verified work emails. Across the United States, New York is the largest hub for this category.

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

219Companies

38,011Contacts tracked

14,586Verified emails

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The 25 largest estate planning architects based in New York, United States

Ranked by team size

Top 25 of 219 company matches for estate planning architects based in New York, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	428 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	338 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	333 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	110 contacts →
	Exact match “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	91 contacts →
	Exact match “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Cassin & Cassin LLP	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	81 contacts →
	Exact match “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	65 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Wellington Shields	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	49 contacts →
	Exact match “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	44 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Capell Barnett Matalon & Schoenfeld LLP	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	42 contacts →
	Exact match “Creative Attorneys.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	41 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	41 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Lumida Wealth	Exact match	New York, United StatesHQ recorded Oct 12, 2026	n/a	31 contacts →
	Exact match “Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Morgan Legal Group P.C	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “Our firm provides legal representation in all areas of: personal and business asset protection trust & estate planning wealth preservation elder law retirement planning wills and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Klingman And Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Littman Krooks LLP	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	25 contacts →
	Exact match “Littman Krooks LLP combines extensive legal knowledge and expertise with individual attention to your needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Mcmanus & Associates	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Sentinel Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Brinen & Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Brinen & Associates is a planning and transaction-oriented boutique law firm that offers legal advice for matters regarding all stages of corporate endeavors, securities, taxation…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Mercer Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	15 contacts →
	Exact match “Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Gaber Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	15 contacts →
	Exact match “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Madison Worth Architecture D. P. C	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	14 contacts →
	Exact match “Our offices in New York City and Palm Beach Florida provide architectural services for distinguished clients with special projects.” 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 219 estate planning architects based in New York, United States

See the full list, filter by size, metro and specialty, and access 14,586 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in New York, United States at a glance

As of Oct 12, 2026

38.4%Verified-email coverage

173.6Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

154

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 219 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 New York, 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 14,586 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 New York, United States?

RevenueBase identified 219 company matches for estate planning architects associated with New York, 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?

Merrill Lynch 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 14,586 professional contacts with verified work emails tracked across these 219 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.