Company lists · Data refreshed September 2026
Top 25 Estate planning consultants based in Austin, United States
RevenueBase identified 68 company matches for estate planning consultants associated with Austin, United States as of September 2026 and tracks 479 professional contacts across them, including 257 with verified work emails. Across the United States, New York is the largest hub for this category (139 companies); Austin has 68.
This list covers company matches for estate planning consultants associated with Austin, 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.
The 25 largest estate planning consultants based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Exact match “DuBois, Bryant & Campbell is a full service law firm that has built a reputation on delivering efficient, attentive service to help its clients navigate complicated legal issues.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 30 contacts → | ||||
Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Texas Trust Law (The Wiewel Law Firm) focuses its practice exclusively in the area of wills, probate, estate planning, asset protection, and special needs planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “At Barnes Lipscomb & Stewart PLLC, we put clients first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Hopper Mikeska, PLLC, is an Austin law firm whose attorneys practice in the areas of estate planning and wealth preservation; probate, estate, and trust administration…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Swanger Prickett LLP was established in 2020 by Derry W.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Flaherty Jones Thompson is a blend of legal skill, knowledge and practical advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Karisch Jonas Law, PLLC is an Austin, Texas law firm providing a full range of services in estate planning, probate, and trust law.” 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 consultants”. 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 68 estate planning consultants based in Austin, United States
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Estate planning consultants based in Austin, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 68 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 Austin, United States whose business descriptions match “estate planning consultants” 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 257 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 consultants by metro in the United States
- Estate planning consultants in New York139
- Estate planning consultants in Houston98
- Estate planning consultants in San Diego95
- Estate planning consultants in Atlanta85
- Estate planning consultants in Chicago72
- Estate planning consultants in Dallas69
- Estate planning consultants in Los Angeles69
- Estate planning consultants in Denver63
- Estate planning consultants in Scottsdale62
- Estate planning consultants in Las Vegas51
- Estate planning consultants in San Francisco49
- Estate planning consultants in Boca Raton48
- Estate planning consultants in Irvine48
- Estate planning consultants in Miami48
- Estate planning consultants in Charlotte46
- Estate planning consultants in Tampa45
- Estate planning consultants in Jacksonville40
- Estate planning consultants in Phoenix38
- Estate planning consultants in Orlando37
- Estate planning consultants in Boston34
- Estate planning consultants in Seattle34
- Estate planning consultants in Indianapolis33
- Estate planning consultants in Portland33
- Estate planning consultants in Walnut Creek31
- Estate planning consultants in Columbia30
- Estate planning consultants in Fort Lauderdale28
- Estate planning consultants in Newport Beach28
- Estate planning consultants in Sacramento28
- Estate planning consultants in San Jose28
- Estate planning consultants in Washington28
- Estate planning consultants in San Antonio27
- Estate planning consultants in Grand Rapids26
- Estate planning consultants in Omaha26
- Estate planning consultants in Springfield26
- Estate planning consultants in Raleigh25
- Estate planning consultants in Reno25
- Estate planning consultants in Rochester25
- Estate planning consultants in Roseville25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning consultants are there based in Austin, United States?
RevenueBase identified 68 company matches for estate planning consultants associated with Austin, 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?
Dubois Bryant & Campbell LLP 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 consultants?
New York leads the United States with 139 company records, followed by Houston (98) and San Diego (95). Austin has 68.
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 257 professional contacts with verified work emails tracked across these 68 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.
Ready to reach these companies? Verified emails and direct dials for all 68 estate planning consultants based in Austin, United States. Start with a free account, no credit card.
Download this list →Related lists
Estate planning consultants by geography
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- Estate planning consultants based in Boston, United States
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- Estate planning consultants based in Chicago, United States
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- Estate planning consultants based in Dallas, United States
- Estate planning consultants based in Denver, United States
- Estate planning consultants based in Fort Lauderdale, United States
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.
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Company intelligence · public preview
Top 25 estate planning consultants based in Austin, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 68 matching company records for estate planning consultants based in Austin, United States, with 479 tracked contacts and 257 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning consultants based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Dubois Bryant & Campbell LLPdbcllp.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 51 contacts → |
“DuBois, Bryant & Campbell is a full service law firm that has built a reputation on delivering efficient, attentive service to help its clients navigate complicated legal issues.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Socha Capitalsochacapital.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 30 contacts → |
“Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The FOX Alliancethefoxalliance.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Austin Trust Companyaustintrust.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Reap Financialreapfinancial.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 26 contacts → |
“At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hardie Alcozerhardiealcozer.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 23 contacts → |
“Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Texas Trust LAW The Wiewel LAW Firmtexastrustlaw.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 18 contacts → |
“Texas Trust Law (The Wiewel Law Firm) focuses its practice exclusively in the area of wills, probate, estate planning, asset protection, and special needs planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Barnes Lipscomb & Stewart Pllcbls-legal.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 13 contacts → |
“At Barnes Lipscomb & Stewart PLLC, we put clients first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ripp Grossman & Fitte LLPrgfllp.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Elizabeth Morgan And Associatesemalegal.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Hopper Mikeska, Pllchoppermikeska.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 9 contacts → |
“Hopper Mikeska, PLLC, is an Austin law firm whose attorneys practice in the areas of estate planning and wealth preservation; probate, estate, and trust administration…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Durbin Bennett TAX Advisors, INCdurbinbennetttax.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hailey-Petty & Associates, Pllchaileypettylaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Integrated Wealth Strategies, LLCintegratedwealthstrategies.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Planwise Financial Groupplanwisefin.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Enclave Advisors, LLCenclaveadvisors.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Farrell & Johnson Pllctxelderlaw.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Swanger Prickett LLPswangerprickett.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“Swanger Prickett LLP was established in 2020 by Derry W.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Giordani & Associates Pllcgiordanilaw.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Himelick Financial Grouphimelickfinancialgroup.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 4 contacts → |
“At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Flaherty Jones Thompson Pllcfjt-law.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 4 contacts → |
“Flaherty Jones Thompson is a blend of legal skill, knowledge and practical advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Smith & Bledsoe Family LAWsmithfamilylawfirm.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Capstar Financial, LLCcapstarfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Karisch Jonas Law, Pllctexasprobate.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Karisch Jonas Law, PLLC is an Austin, Texas law firm providing a full range of services in estate planning, probate, and trust law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Estate planning consultants: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
67 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 68 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning consultants by metro in the United States
- Estate planning consultants in New York139
- Estate planning consultants in Houston98
- Estate planning consultants in San Diego95
- Estate planning consultants in Atlanta85
- Estate planning consultants in Chicago72
- Estate planning consultants in Dallas69
- Estate planning consultants in Los Angeles69
- Estate planning consultants in Denver63
- Estate planning consultants in Scottsdale62
- Estate planning consultants in Las Vegas51
- Estate planning consultants in San Francisco49
- Estate planning consultants in Boca Raton48
- Estate planning consultants in Irvine48
- Estate planning consultants in Miami48
- Estate planning consultants in Charlotte46
- Estate planning consultants in Tampa45
- Estate planning consultants in Jacksonville40
- Estate planning consultants in Phoenix38
- Estate planning consultants in Orlando37
- Estate planning consultants in Boston34
- Estate planning consultants in Seattle34
- Estate planning consultants in Indianapolis33
- Estate planning consultants in Portland33
- Estate planning consultants in Walnut Creek31
- Estate planning consultants in Columbia30
- Estate planning consultants in Fort Lauderdale28
- Estate planning consultants in Newport Beach28
- Estate planning consultants in Sacramento28
- Estate planning consultants in San Jose28
- Estate planning consultants in Washington28
- Estate planning consultants in San Antonio27
- Estate planning consultants in Grand Rapids26
- Estate planning consultants in Omaha26
- Estate planning consultants in Springfield26
- Estate planning consultants in Raleigh25
- Estate planning consultants in Reno25
- Estate planning consultants in Rochester25
- Estate planning consultants in Roseville25
Questions about this company list
What does Exact match mean for estate planning consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning consultants did RevenueBase find based in Austin, United States?
The saved snapshot records 68 matching company records, 479 tracked contacts and 257 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning consultants by geography
- Estate planning consultants based in Calgary, Canada
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- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Boca Raton, United States
- Estate planning consultants based in Boston, United States
- Estate planning consultants based in Charlotte, United States
- Estate planning consultants based in Chicago, United States
- Estate planning consultants based in Columbia, United States
- Estate planning consultants based in Dallas, United States
- Estate planning consultants based in Denver, United States
- Estate planning consultants based in Fort Lauderdale, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning consultants based in Austin, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning consultants based in Calgary, Canada
- Estate planning consultants based in Toronto, Canada
- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Boca Raton, United States
- Estate planning consultants based in Boston, United States
Company intelligence · public preview
Top 25 estate planning consultants based in Austin, United States
RevenueBase records 68 matching company records for estate planning consultants based in Austin, United States, with 479 tracked contacts and 257 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning consultants based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Dubois Bryant & Campbell LLPdbcllp.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 51 contacts → |
“DuBois, Bryant & Campbell is a full service law firm that has built a reputation on delivering efficient, attentive service to help its clients navigate complicated legal issues.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Socha Capitalsochacapital.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 30 contacts → |
“Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The FOX Alliancethefoxalliance.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Austin Trust Companyaustintrust.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Reap Financialreapfinancial.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 26 contacts → |
“At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hardie Alcozerhardiealcozer.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 23 contacts → |
“Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“Recognized leaders in estate planning, asset protection, and fiduciary litigation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Texas Trust LAW The Wiewel LAW Firmtexastrustlaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 18 contacts → |
“Texas Trust Law (The Wiewel Law Firm) focuses its practice exclusively in the area of wills, probate, estate planning, asset protection, and special needs planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Barnes Lipscomb & Stewart Pllcbls-legal.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 13 contacts → |
“At Barnes Lipscomb & Stewart PLLC, we put clients first.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ripp Grossman & Fitte LLPrgfllp.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Elizabeth Morgan And Associatesemalegal.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hopper Mikeska, Pllchoppermikeska.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 9 contacts → |
“Hopper Mikeska, PLLC, is an Austin law firm whose attorneys practice in the areas of estate planning and wealth preservation; probate, estate, and trust administration…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Durbin Bennett TAX Advisors, INCdurbinbennetttax.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hailey-Petty & Associates, Pllchaileypettylaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Integrated Wealth Strategies, LLCintegratedwealthstrategies.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Planwise Financial Groupplanwisefin.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Enclave Advisors, LLCenclaveadvisors.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Farrell & Johnson Pllctxelderlaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Swanger Prickett LLPswangerprickett.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“Swanger Prickett LLP was established in 2020 by Derry W.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Giordani & Associates Pllcgiordanilaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Himelick Financial Grouphimelickfinancialgroup.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 4 contacts → |
“At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Flaherty Jones Thompson Pllcfjt-law.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 4 contacts → |
“Flaherty Jones Thompson is a blend of legal skill, knowledge and practical advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Smith & Bledsoe Family LAWsmithfamilylawfirm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Capstar Financial, LLCcapstarfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Karisch Jonas Law, Pllctexasprobate.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Karisch Jonas Law, PLLC is an Austin, Texas law firm providing a full range of services in estate planning, probate, and trust law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Estate planning consultants: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
67 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 68 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for estate planning consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning consultants did RevenueBase find based in Austin, United States?
The saved snapshot records 68 matching company records, 479 tracked contacts and 257 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 estate planning consultants based in Austin, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning consultants based in Calgary, Canada
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- Estate planning consultants based in Vancouver, Canada
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