Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in San Diego, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 134 companies tracked

RevenueBase identified 134 company matches for estate planning architects associated with San Diego, United States as of October 2026 and tracks 1,026 professional contacts across them, including 464 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); San Diego has 134.

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

134Companies

1,026Contacts tracked

464Verified emails

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The 25 largest estate planning architects based in San Diego, United States

Ranked by team size

Top 25 of 134 company matches for estate planning architects based in San Diego, 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	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	51-200	132 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Capital Growth INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	43 contacts →
	Exact match “Capital Growth, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	American Academy Of Estate Planning Attorneys	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	34 contacts →
	Exact match “Most estate planning attorneys don’t struggle because they lack skill.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	RJS LAW	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	34 contacts →
	Exact match “RJS LAW is San Diego and Southern California’s leading tax law firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Weiner LAW	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “Weiner Law is a California law firm focused on trust, probate, and civil litigation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Hughes & Pizzuto, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Christopher Weil & Company, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	The Manning Companies	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	California Wealth Transitions, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Pathview Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	17 contacts →
	Exact match “At Pathview, our tax-centric, independent, wealth management services meet unparalleled expertise and approachability.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Preovolos Lewin, ALC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	16 contacts →
	Exact match “We are a San Diego-based full service Asset Protection Law Firm representing all types of clients in complex transactions and litigation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Henderson, Caverly & PUM LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Heritage Wealth Management, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Strazzeri Mancini, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Crest Capital Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Bellator LAW Group, APC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	1-10	13 contacts →
	Exact match “Your guides to estate planning, probate & trust administration, probate & trust litigation, conservatorship law, and financial elder abuse.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	VAN Dyke & Associates, Aplc	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	1-10	13 contacts →
	Exact match “AV Rated firm based in the Downtown San Diego area.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “A tidemark is the line that’s left on the beach after the tide has reached its highest point, the place where you can clearly see the evidence of the water’s farthest reach.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Gallagher Bolander Smedley, LLP	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	The Lawyer In Blue Jeans Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “The Lawyer in Blue Jeans Group is a San Diego based law firm dedicated to providing first-class estate planning attorney services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Chhokar LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Cascade Financial Partners, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Coastal TAX Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Coastal Tax Advisors takes pride by offering current and strategic tax, consultancy and wealth planning services with a personal touch and attention rarely found in public…” 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 134 estate planning architects based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 464 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in San Diego, United States at a glance

As of Oct 12, 2026

45.2%Verified-email coverage

7.7Average 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 San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 134 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 San Diego, 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 464 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 San Diego, United States?

RevenueBase identified 134 company matches for estate planning architects associated with San Diego, 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?

Trust & Will 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 464 professional contacts with verified work emails tracked across these 134 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.