Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in the United States

Name: Estate planning consultants 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 7,228 companies tracked

RevenueBase identified 7,228 estate planning consultants headquartered in the United States as of September 2026 and tracks 79,023 professional contacts across them, including 35,829 with verified work emails. New York is the largest hub.

This list covers estate planning consultants headquartered in the 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 20, 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 20, 2026 86% judged on-target in blind review

7,228Companies

79,023Contacts tracked

35,829Verified emails

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The 25 largest estate planning consultants based in the United States

Ranked by team size

Top 25 of 7,228 estate planning consultants based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning consultants: 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 20, 2026
3	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026
4	Moneta	Indirect evidence	Clayton, MO, United StatesHQ checked Sep 20, 2026	501-1,000	586 contacts →
	Indirect evidence “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Source: RevenueBase Database · checked Sep 20, 2026
5	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 20, 2026
6	BMO Wealth Management - U.S	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	5,001-10,000	534 contacts →
	Indirect evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 20, 2026
7	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	501-1,000	520 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	506 contacts →
	Indirect evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
9	Florida Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	51-200	487 contacts →
	Partial evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 20, 2026
10	Sequoia Financial Group	Strong evidence	Akron, OH, United StatesHQ checked Sep 20, 2026	201-500	388 contacts →
	Strong evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 20, 2026
11	Allworth Financial	Indirect evidence	Folsom, CA, United StatesHQ checked Sep 20, 2026	201-500	364 contacts →
	Indirect evidence “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Source: RevenueBase Database · checked Sep 20, 2026
12	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 20, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026
13	Mcadam Financial	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Source: RevenueBase Database · checked Sep 20, 2026
14	Mission Wealth	Indirect evidence	Santa Barbara, CA, United StatesHQ checked Sep 20, 2026	201-500	192 contacts →
	Indirect evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
15	Fiduciary Trust Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	174 contacts →
	Indirect evidence “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Source: RevenueBase Database · checked Sep 20, 2026
16	Larson Financial	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	201-500	166 contacts →
	Indirect evidence “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Source: RevenueBase Database · checked Sep 20, 2026
17	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 20, 2026	201-500	160 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
18	Vanilla	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 20, 2026	51-200	156 contacts →
	Strong evidence “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Source: RevenueBase Database · checked Sep 20, 2026
19	Laird Norton Wetherby	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 20, 2026	51-200	151 contacts →
	Indirect evidence “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
20	Cumberland Trust	Partial evidence	Nashville, TN, United StatesHQ checked Sep 20, 2026	51-200	147 contacts →
	Partial evidence “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Source: RevenueBase Database · checked Sep 20, 2026
21	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	140 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
22	Diversified Trust	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 20, 2026	51-200	139 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
23	Midwest Trust Company	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Indirect evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 20, 2026
24	Huck Bouma, PC	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 20, 2026	51-200	133 contacts →
	Indirect evidence “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Source: RevenueBase Database · checked Sep 20, 2026
25	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 20, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 20, 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 consultants. 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 consultants.
Partial evidence: Its own public description names part of estate planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning consultants. 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 7,228 estate planning consultants based in the United States

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Estate planning consultants based in the United States at a glance

As of Sep 20, 2026

45.3%Verified-email coverage

10.9Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

5,724

11-50

1,304

51-200

135

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 7,228 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 consultants, 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 the United States whose own description of what they do matches “estate planning consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside United States 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, 35,829 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 20, 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 consultants by metro

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 consultants, 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 consultants are there based in the United States?

RevenueBase identified 7,228 estate planning consultants headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most estate planning consultants?

New York leads with 139 headquartered companies, followed by Houston (98) and San Diego (95).

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 35,829 verified decision-maker contacts tracked across these 7,228 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 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 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.