Company lists · Data refreshed October 2026

Top 22 Estate planning architects based in Pittsburgh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 34 companies tracked

RevenueBase identified 34 company matches for estate planning architects associated with Pittsburgh, United States as of October 2026 and tracks 240 professional contacts across them, including 135 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Pittsburgh has 34.

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

34Companies

240Contacts tracked

135Verified emails

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The 22 largest estate planning architects based in Pittsburgh, United States

Ranked by team size

Top 22 of 34 company matches for estate planning architects based in Pittsburgh, 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	Greycourt & Co., INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	51 contacts →
	Exact match “Greycourt is an independent advisory firm built by investors, for investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Sechler LAW Firm, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “You know you need to do some planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Morella & Associates, A Professional Corporation	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “Morella & Associates understands the unique business, estate planning and other legal needs of its clients from a family and business perspective.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Williams Coulson Johnson Lloyd Parker & Tedesco, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Williams Coulson Johnson Lloyd Parker & Tedesco, LLC is a Pittsburgh based law firm which provides customized planning services - creatively crafting solutions to the unique…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Smithfield Trust Company	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “Smithfield Trust Company is a private trust company chartered and regulated by the Pennsylvania Department of Banking.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Lovett Bookman Harmon Marks LLP	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “Lovett Bookman Harmon Marks LLP (LBHM) is a law firm in Pittsburgh specializing in trusts and estates law.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	The Monteverde Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Union Bridge Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Bridger Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Simplifying and managing your financial journey Since 2016, Bridger Financial Group has been helping individuals and business owners navigate the complex world of finance with a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Lange Financial Group, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Millermccurry, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Giltinan LAW	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “For more than 50 years, the Law Office of John W.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Adair Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Schwartz Montoya Legal, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Schwartz Montoya Legal is a boutique law firm that provides comprehensive and innovative retirement and estate planning advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	H2r Wealth Management	Exact match	Pittsburgh, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At H2R Wealth Management, our vision is to be the preferred wealth management firm for individuals and families seeking professional advice, providing trusted guidance and a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Frederick Wells Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Executor Services LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Executor Services provides our clients with options to assist with planning, transitions, and estate settlement.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Fingeret LAW	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Serving the Greater Pittsburgh community for more than 40 years with elder law, medical assistance planning, estates, trusts and guardianships.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	LAW Offices Of George B. Handelsman	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Since 1982, the Law Offices of George B.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Henry H Armstrong Assoc INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Singleton-English LAW Offices	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Small law firm located in Upper St.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Marks Elder LAW	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Elder Law, Estate Planning, Estate Administration, Real Estate, & Trusts” 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 22 of 34 estate planning architects based in Pittsburgh, United States

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

As of Oct 12, 2026

56.2%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Pittsburgh, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 34 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 Pittsburgh, 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 135 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 Pittsburgh, United States?

RevenueBase identified 34 company matches for estate planning architects associated with Pittsburgh, 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?

Greycourt & Co., INC 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). Pittsburgh has 34.

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 135 professional contacts with verified work emails tracked across these 34 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.