Company lists · Data refreshed September 2026
Top 13 Estate planning consultant staffing companies based in Jacksonville, United States
RevenueBase identified 25 estate planning consultant staffing companies headquartered in Jacksonville, United States as of September 2026 and tracks 218 professional contacts across them, including 67 with verified work emails. Across the United States, New York is the largest hub for this category (137 companies); Jacksonville has 25.
This list covers estate planning consultant staffing companies headquartered in Jacksonville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 13 largest estate planning consultant staffing companies based in Jacksonville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 95 contacts → | ||||
Partial evidence “Recently awarded ClearlyRated's 2022 Best of Staffing award for Client and Talent Satisfaction, SNI Financial focuses on direct hire placement for accounting, finance, tax…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect evidence “Purcell, Flanagan & Hay is a law firm specializing in serving high net worth individuals and business owners.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Partial evidence “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Strong evidence “Ivan & Daugustinis, PLLC is a full-service estate planning law firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Strong evidence “Our law firm assists families and caregivers in Northeast Florida in the areas of estate planning, long-term care planning, wills, trusts, durable power of attorney, probate…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “We believe that the best gift we can give our clients is the power to protect their family, even when they can't be there for them.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Three Oaks Law is a boutique, client-centered law firm in Jacksonville, Florida.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “A trusted law firm in Jacksonville, Florida since 1938, Donahoo & McMenamy, P.A.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Our Story D.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Strong evidence “Helping Families Plan for The Future The Edwards Law Firm welcomes you to the Estate Planning and Elder Law resource center for Jacksonville, St.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “We understand that each family’s and business’s needs are unique and will work with you to develop a personalized approach that maximizes your benefits while minimizing the tax…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “WHAT WE DO: We provide legal representation in connection with the following:* Trust Administration * Probate * Trust & Probate Litigation * Trust & Will Contests * Professional…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “For over 30 years, attorney C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning consultant staffing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names estate planning consultant staffing companies.
- Partial evidence
- Its own public description names part of estate planning consultant staffing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate planning consultant staffing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 13 of 25 estate planning consultant staffing companies based in Jacksonville, United States
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Estate planning consultant staffing companies based in Jacksonville, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 25 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among estate planning consultant staffing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Jacksonville, United States whose own description of what they do matches “estate planning consultant staffing companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate planning consultant staffing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among estate planning consultant staffing companies, and records with no verified work email. Companies headquartered outside Jacksonville are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 67 across the full list. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Estate planning consultant staffing companies by metro in the United States
- Estate planning consultant staffing companies in New York137
- Estate planning consultant staffing companies in Houston79
- Estate planning consultant staffing companies in San Diego72
- Estate planning consultant staffing companies in Dallas62
- Estate planning consultant staffing companies in Atlanta60
- Estate planning consultant staffing companies in Chicago60
- Estate planning consultant staffing companies in Los Angeles57
- Estate planning consultant staffing companies in Austin50
- Estate planning consultant staffing companies in Scottsdale44
- Estate planning consultant staffing companies in Denver43
- Estate planning consultant staffing companies in Boca Raton41
- Estate planning consultant staffing companies in Las Vegas41
- Estate planning consultant staffing companies in San Francisco40
- Estate planning consultant staffing companies in Miami38
- Estate planning consultant staffing companies in Boston35
- Estate planning consultant staffing companies in Phoenix35
- Estate planning consultant staffing companies in Washington35
- Estate planning consultant staffing companies in Irvine34
- Estate planning consultant staffing companies in Charlotte33
- Estate planning consultant staffing companies in Orlando29
- Estate planning consultant staffing companies in Tampa29
- Estate planning consultant staffing companies in Fort Lauderdale28
- Estate planning consultant staffing companies in San Antonio26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning consultant staffing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many estate planning consultant staffing companies are there based in Jacksonville, United States?
RevenueBase identified 25 estate planning consultant staffing companies headquartered in Jacksonville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
SNI Financial, headquartered in Jacksonville, tops this list with the largest team on record.
Which city in the United States has the most estate planning consultant staffing companies?
New York leads the United States with 137 headquartered companies, followed by Houston (79) and San Diego (72). Jacksonville has 25.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 67 verified decision-maker contacts tracked across these 25 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.
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