Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in Dallas, United States

Name: Estate planning consultants based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 69 companies tracked

RevenueBase identified 69 estate planning consultants headquartered in Dallas, United States as of September 2026 and tracks 309 professional contacts across them, including 184 with verified work emails. New York is the largest hub.

This list covers estate planning consultants headquartered in Dallas, 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

69Companies

309Contacts tracked

184Verified emails

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The 25 largest estate planning consultants based in Dallas, United States

Ranked by team size

Top 25 of 69 estate planning consultants based in Dallas, 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	Atwood & Mccall, Pllc	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “We Listen.” Source: RevenueBase Database · checked Sep 20, 2026
2	HFS Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 20, 2026
3	Sharpe LAW Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 20, 2026
4	Strata Wealth Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: RevenueBase Database · checked Sep 20, 2026
5	Frontier Investment Management Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	13 contacts →
	Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 20, 2026
6	Boswell Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Estate planning and probate inevitably affect everyone at some point in their life.” Source: RevenueBase Database · checked Sep 20, 2026
7	Burch Law, Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Burch Law serves Texans providing Estate Planning \| Wills & Trusts \| Powers of Attorney \| Probate \| Business Law” Source: RevenueBase Database · checked Sep 20, 2026
8	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 20, 2026
9	LAW Offices Of Andrea Winters, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Andrea Winters, P.C.” Source: RevenueBase Database · checked Sep 20, 2026
10	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Source: RevenueBase Database · checked Sep 20, 2026
11	IPS Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 20, 2026
12	Pyke & Associates, P.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Estate planning, probate, and guardianship law firm dedicated to transforming death and disability legal services in North Texas.” Source: RevenueBase Database · checked Sep 20, 2026
13	JVP Law, Pllc	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “JVP Law, PLLC is an estate planning and business law firm dedicated to protecting families and businesses for a lifetime.” Source: RevenueBase Database · checked Sep 20, 2026
14	Malouf Nakos Jackson & Swinson, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “We are committed to providing our clients with unparalleled, personalized service in reaching creative and effective solutions.” Source: RevenueBase Database · checked Sep 20, 2026
15	C3 Financial Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 20, 2026
16	Probity Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 20, 2026
17	Advisors Equity Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…” Source: RevenueBase Database · checked Sep 20, 2026
18	Privus Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 20, 2026
19	R. Scott Schieffer, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “R.” Source: RevenueBase Database · checked Sep 20, 2026
20	Houser Firm, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “At the Houser Firm, “protecting legacies of wealth” is more than just a tagline to us.” Source: RevenueBase Database · checked Sep 20, 2026
21	Optima Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 20, 2026
22	Bruce E. Bernstien & Associates, P.C	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Innovative Estate Management, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
24	Lisa Newman LAW	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Lisa Newman Law is a company based out of 6029 Belt Line Rd Suite 240, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 20, 2026
25	BFG Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “We help individuals, families, business owners, and real estate investors design portfolios that actually work in real life.” 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 69 estate planning consultants based in Dallas, United States

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Estate planning consultants based in Dallas, United States at a glance

As of Sep 20, 2026

59.5%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

201.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 69 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 Dallas, 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 Dallas 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, 184 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 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 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 Dallas, United States?

RevenueBase identified 69 estate planning consultants headquartered in Dallas, 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?

Atwood & Mccall, Pllc, headquartered in Dallas, 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 184 verified decision-maker contacts tracked across these 69 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.