Company lists · Data refreshed September 2026

Top 25 Estate planning consultant staffing companies based in New York, United States

Name: Estate planning consultant staffing companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 137 companies tracked

RevenueBase identified 137 estate planning consultant staffing companies headquartered in New York, United States as of September 2026 and tracks 1,132 professional contacts across them, including 326 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers estate planning consultant staffing companies headquartered in New York, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

137Companies

1,132Contacts tracked

326Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate planning consultant staffing companies based in New York, United States

Ranked by team size

Top 25 of 137 estate planning consultant staffing companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning consultant staffing companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Next Step	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	111 contacts →
	Strong evidence “Next Step Staffing is a full service placement firm that provides staffing and consultant solutions to corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
2	Advice Personnel	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	95 contacts →
	Partial evidence “Advice is a boutique recruiting firm specializing in placing professionals in accounting and tax, finance, real estate operations, human resources, office support and go-to-market.” Source: RevenueBase Database · checked Sep 28, 2026
3	Daybreak Staffing	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	76 contacts →
	Partial evidence “DayBreak Staffing is a 24 hour a day, full service staffing firm that provides highly skilled professional and support personnel to New York’s legal, financial and corporate…” Source: RevenueBase Database · checked Sep 28, 2026
4	Summit Staffing Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	59 contacts →
	Partial evidence “Founded in 2014, Summit Staffing Partners is a leading Staffing / Recruitment firm with primary offices in New York City and a satellite office in Florida.” Source: RevenueBase Database · checked Sep 28, 2026
5	Friedman Williams	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	49 contacts →
	Partial evidence “Full-Time Direct Hire / Contract / Temporary Staffing Friedman Williams specializes in placing highly skilled candidates across all industries while focusing on superior customer…” Source: RevenueBase Database · checked Sep 28, 2026
6	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 28, 2026
7	Tapuz Staffing Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	28 contacts →
	Indirect evidence “It is the mission of Tapuz, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
8	Littman Krooks LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Littman Krooks LLP combines extensive legal knowledge and expertise with individual attention to your needs.” Source: RevenueBase Database · checked Sep 28, 2026
9	Morgan Legal Group P.C	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “Our firm provides legal representation in all areas of: personal and business asset protection trust & estate planning wealth preservation elder law retirement planning wills and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Trandon Associates, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “Established in 1987, Trandon Associates, Inc, is a fully integrated professional staffing solutions firm.” Source: RevenueBase Database · checked Sep 28, 2026
11	Talenthub Workforce, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	26 contacts →
	Indirect evidence “TalentHub Worldwide, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
12	Mcmanus & Associates	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Hire Society	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Founded June 20th, 2012, Hire Society is a privately owned, fully licensed, bonded and insured Recruitment & Consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
14	Nusources	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “NuSources is committed to bringing a “Nu” perspective to the Talent Acquisition Advisory and Managed Professional Services domain.” Source: RevenueBase Database · checked Sep 28, 2026
15	Gaber Group	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Strong evidence “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Source: RevenueBase Database · checked Sep 28, 2026
16	Continuiti Recruitment And Staffing	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Since 2003, Continuiti has specialized in placing top-tier professionals in temporary, interim, and direct hire roles across all industries throughout the United States.” Source: RevenueBase Database · checked Sep 28, 2026
17	The Lindquist Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “The Lindquist Group is the leading private staffing company in the US serving private residences and businesses since 1890.” Source: RevenueBase Database · checked Sep 28, 2026
18	Schlesinger Lazetera & Auchincloss LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “WITH SOPHISTICATED TRUST AND ESTATE SOLUTIONS – BE IT FOR COMPLEX ESTATE PLANNING SCENARIOS, DIFFICULT ESTATE ADMINISTRATIONS OR COMPLEX TAX AND ESTATE LITIGATIONS – WE LEAD…” Source: RevenueBase Database · checked Sep 28, 2026
19	Manice Budd & Baggett LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “The law firm of Manice Budd & Baggett LLP, with attorneys licensed in New York, Connecticut, and Florida, specializes in counseling individuals, families, private foundations, and…” Source: RevenueBase Database · checked Sep 28, 2026
20	Erwin, Marcus & Pathak P.C	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Erwin & Marcus, P.C, formed in 2015, is the successor to Hill, Ullman & Erwin P.C, which since 1978 has guided clients through the process of wills, trusts, gift and estate…” Source: RevenueBase Database · checked Sep 28, 2026
21	Lara Sass & Associates, Pllc	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising…” Source: RevenueBase Database · checked Sep 28, 2026
22	Society Staffing	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Society Staffing is the world’s premier boutique lifestyle management and executive search firm.” Source: RevenueBase Database · checked Sep 28, 2026
23	Jill Miller & Associates, P.C	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “At Jill Miller & Associates, P.C.” Source: RevenueBase Database · checked Sep 28, 2026
24	Lease & Labau, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “For more than 30 years, Lease & LaBau, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
25	Limitless Talent	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Limitless Talent, an Executive Search and Staffing firm based in New York City (supporting clients across the US) specializing in Mortgage Banking & Lending, Private Wealth…” Source: RevenueBase Database · checked Sep 28, 2026

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 25 of 137 estate planning consultant staffing companies based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 326 reachable decision-makers.

Free signup · no credit card

View the full list →

Estate planning consultant staffing companies based in New York, United States at a glance

As of Sep 28, 2026

28.8%Verified-email coverage

8.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 137 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 New York, 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 New York 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, 326 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

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 New York, United States?

RevenueBase identified 137 estate planning consultant staffing companies headquartered in New York, 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?

Next Step, headquartered in New York, 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).

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 326 verified decision-maker contacts tracked across these 137 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.

Ready to reach these companies? Verified emails and direct dials for all 137 estate planning consultant staffing companies based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning consultant staffing companies by geography

Browse the directory

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.