Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 45 companies tracked

RevenueBase identified 45 company matches for estate planning architects associated with Phoenix, United States as of October 2026 and tracks 287 professional contacts across them, including 156 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Phoenix has 45.

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

45Companies

287Contacts tracked

156Verified emails

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

Ranked by team size

Top 25 of 45 company matches for estate planning architects based in Phoenix, 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	Provision, PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	46 contacts →
	Exact match “ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Frazer, Ryan, Goldberg & Arnold LLP	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	46 contacts →
	Exact match “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Morris Hall, Pllc	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “For over 50 years, Morris Hall (MH) has provided quality estate planning services for individuals and families in Arizona.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	The Hebets Company	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	25 contacts →
	Exact match “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Heritage Advisors, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	The Forakis LAW Firm, PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “We are Arizona’s premiere estate, business and charitable planning law firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Lodmell & Lodmell	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	12 contacts →
	Exact match “As the nation's leading asset protection law firm, Lodmell & Lodmell, P.C.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Eaton-Cambridge INC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “With the right guide, the best part of your adventure is wherever you are.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Reliant Group Holdings, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Family Tree Estate Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Protecting Every Branch of Your Family Tree Family Tree Estate Planning will guide you through the options of Living Trusts & Wills to formulate a plan that is right for you and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Phocus Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Emily R. Taylor, Attorney Pllc	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “An estate and special needs planning focused firm in Arizona.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Nagle LAW Group, P.C	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “The attorneys of Nagle Law Group offer expert legal counsel in all areas of commercial real estate, personal bankruptcy, and estate planning, wills, trust and probate.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	estatedocspro.com	Exact match	Phoenix, United StatesHQ recorded Oct 12, 2026	11-50	3 contacts →
	Exact match “America's Premier, Comprehensive Online Estate Planning Tool for Financial Professionals & their Clients” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Tactical TAX & Estate Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Would you like to Divorce the IRS on your terms?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	The Valhalla Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Fern Financial Group, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Fern Financial was created with the fiduciary mindset that our clients come first.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Wiser Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	The Poulos LAW Firm, P.L.L.C	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Estate Planning and Small Business Law We help families control their assets, take care of their loved ones and provide for transitions of their assets and businesses to their…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Fusion Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning \| Wealth Protection Strategies \| Maximizing Charitable Gifts \|…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Copper State Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “I help families and business owners avoid legacy destroying taxes, fees, and family acrimony by crafting comprehensive and insightful plans to build and leave a lasting legacy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Bluemount Financial, LLC	Exact match	Phoenix, MD, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Greengard LAW Firm PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Expert team of lawyers and legal professionals providing clients with a comprehensive approach to estate, business and tax planning, understanding our clients' goals and values to…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Lion's Share Wealth	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Lion's Share Wealth specializes in helping individuals and businesses grow with custom strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Pantheon Group	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “The phrase “advanced planning” is broad and requires a team of experienced professionals to narrow down, design, and execute.” 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 45 estate planning architects based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 156 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

54.4%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 45 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 Phoenix, 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 156 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 Phoenix, United States?

RevenueBase identified 45 company matches for estate planning architects associated with Phoenix, 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?

Provision, PLC 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). Phoenix has 45.

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 156 professional contacts with verified work emails tracked across these 45 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.