Company lists · Data refreshed September 2026

Top 25 Estate planning companies based in the United States

Name: Estate planning companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 5,813 companies tracked

RevenueBase identified 5,813 company matches for estate planning companies associated with the United States as of September 2026 and tracks 65,013 professional contacts across them, including 28,014 with verified work emails. New York is the largest hub.

This list covers company matches for estate planning companies associated with the 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 September 20, 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 Sep 20, 2026 How this list was built

5,813Companies

65,013Contacts tracked

28,014Verified emails

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The 25 largest estate planning companies based in the United States

Ranked by team size

Top 25 of 5,813 company matches for estate planning companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 Sep 20, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 20, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Harrison LLP	Exact match	12 U.s. Offices, IL, United StatesHQ recorded Sep 20, 2026	201-500	160 contacts →
	Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Vanilla	Exact match	Bellevue, WA, United StatesHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Sep 20, 2026	51-200	147 contacts →
	Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	140 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Diversified Trust	Exact match	Memphis, TN, United StatesHQ recorded Sep 20, 2026	51-200	139 contacts →
	Exact match “Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Sep 20, 2026	1,001-5,000	133 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	131 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 · Sep 20, 2026 · View company records in RevenueBase
16	wealth.com	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	51-200	130 contacts →
	Exact match “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	119 contacts →
	Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	AMG National Trust	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	51-200	115 contacts →
	Exact match “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Sep 20, 2026	51-200	113 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Planning Alliance	Exact match	Woodcliff Lake, NJ, United StatesHQ recorded Sep 20, 2026	51-200	103 contacts →
	Exact match “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Steelpeak Wealth	Exact match	Woodland Hills, CA, United StatesHQ recorded Sep 20, 2026	11-50	101 contacts →
	Exact match “SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Sep 20, 2026	11-50	95 contacts →
	Exact match “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Brown Streza	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	91 contacts →
	Exact match “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	JMG Financial Group, LTD	Exact match	Downers Grove, IL, United StatesHQ recorded Sep 20, 2026	51-200	89 contacts →
	Exact match “JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 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 companies”. 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 5,813 estate planning companies based in the United States

See the full list, filter by size, metro and specialty, and access 28,014 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning companies based in the United States at a glance

As of Sep 20, 2026

43.1%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

4,652

11-50

1,015

51-200

100

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 5,813 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 the United States whose business descriptions match “estate planning companies” 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 28,014 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 September 20, 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 companies by metro

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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning companies are there based in the United States?

RevenueBase identified 5,813 company matches for estate planning companies associated with the United States as of September 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 has the most estate planning companies?

New York leads with 117 company records, followed by Houston (81) and San Diego (81).

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 28,014 professional contacts with verified work emails tracked across these 5,813 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 September 20, 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.