Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 70 companies tracked

RevenueBase identified 70 company matches for estate planning architects associated with San Francisco, United States as of October 2026 and tracks 635 professional contacts across them, including 338 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); San Francisco has 70.

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

70Companies

635Contacts tracked

338Verified emails

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

Ranked by team size

Top 25 of 70 company matches for estate planning architects based in San Francisco, 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	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	51-200	136 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Sideman & Bancroft LLP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	51-200	88 contacts →
	Exact match “Some of the largest companies in the world, and some of the wealthiest families in America, value and respect the service, creativity, and commitment of the attorneys of Sideman &…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	JKZ LLP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	54 contacts →
	Exact match “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	51-200	52 contacts →
	Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Chequers Financial Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	14 contacts →
	Exact match “Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Intellectus Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	VON Rock Law, PC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “Von Rock Law, PC, a top-tier woman-owned firm nestled in the vibrant heart of San Francisco, is your premier destination for expert legal counsel in estate planning, probate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Delagnes, Linder & Duey, LLP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Delagnes, Linder & Duey, LLP provides our clients a broad array of sophisticated Estate Planning, Tax Planning, Business, and Real Estate services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Rimon LAW Group INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Estate Planning With Heart	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Estate Planning With Heart™!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Jenny Rios Home	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Jenny Rios Home works with private homeowners to plan and manage the design and construction of custom estates and residences in California and beyond.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Kelly LAW Firm	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “For over 60 years, San Francisco has counted on The Kelly Law Firm as a source of sound advice and dedicated advocacy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Skootsky & DER LLP	Exact match	San Francisco, 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
15	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Solan Park & Robello	Exact match	San Francisco, CA, 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	Blacksburg LAW	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “We're here to help.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Michnicka LAW	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Boutique law firm specializing in tax and estate planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Kaye Moser Hierbaum LLP	Exact match	San Francisco, CA, 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
20	Paolini & Mori	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Paolini & Mori is a boutique law firm offering exceptional legal representation to clients throughout the San Francisco Bay Area in the areas of estate planning, probate and trust…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	LAW Offices Of Michael L. Dobrov	Exact match	San Francisco, CA, 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
22	Peninsula Wealth, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Watson & Machado LLP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	11-50	2 contacts →
	Exact match “Watson & Machado LLP (formerly Watson & Lanctot LLP) is a boutique law firm with offices in Silicon Valley and San Francisco, California.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Impactadvisor LLC	Exact match	San Francisco, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Private Wealth Management: Ultra-tailored, Tax-aware, Fiduciary At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Dean Jones LLP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Dean Jones LLP protects wealth for clients in the San Francisco Bay Area through trusts and estate planning, business planning, trust administration, asset protection planning and…” 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 70 estate planning architects based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 338 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

53.2%Verified-email coverage

9.1Average 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 70 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 Francisco, 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 338 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 Francisco, United States?

RevenueBase identified 70 company matches for estate planning architects associated with San Francisco, 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?

Parallel Advisors, LLC 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). San Francisco has 70.

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 338 professional contacts with verified work emails tracked across these 70 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.