Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in Houston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 98 companies tracked

RevenueBase identified 98 estate planning consultants headquartered in Houston, United States as of September 2026 and tracks 401 professional contacts across them, including 204 with verified work emails. New York is the largest hub.

This list covers estate planning consultants headquartered in Houston, 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

98Companies

401Contacts tracked

204Verified emails

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

Ranked by team size

Top 25 of 98 estate planning consultants based in Houston, 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	Ytterberg Deery Knull LLP	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
2	Bentley, Bratcher, & Associates, PC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Source: RevenueBase Database · checked Sep 20, 2026
3	Kreig Llc, Attorneys At LAW	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “Kreig LLC is Texas's leading probate and estate litigation firm, serving families statewide including Houston, Dallas, Fort Worth, Austin, San Antonio, Corpus Christi, and El Paso.” Source: RevenueBase Database · checked Sep 20, 2026
4	Duffley LAW Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Estate planning and probate law firm licensed in Texas & Illinois” Source: RevenueBase Database · checked Sep 20, 2026
5	Mid-Continent Companies, LTD	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Source: RevenueBase Database · checked Sep 20, 2026
6	Prota Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Strong evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
7	Stephenson Fournier	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Our firm is founded upon and committed to the principle that attorneys must provide responsive legal services of the highest quality, tempered by a sensitivity to each client's…” Source: RevenueBase Database · checked Sep 20, 2026
8	Strohmeyer LAW Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Strong evidence “No unfinished business." Planning your estate and other end-of-life matters can be a murky and intimidating project, even if you don’t live in a mansion and own seven Porches.” Source: RevenueBase Database · checked Sep 20, 2026
9	Your Legacy Legal Care	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.” Source: RevenueBase Database · checked Sep 20, 2026
10	The Mendel LAW Firm, L.P	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options.” Source: RevenueBase Database · checked Sep 20, 2026
11	Graves LAW Pllc	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
12	Hayes & Wilson, Pllc	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Life can be unpredictable.” Source: RevenueBase Database · checked Sep 20, 2026
13	Codispoti LAW P.C	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Helping our clients to plan protect and leave a legacy.” Source: RevenueBase Database · checked Sep 20, 2026
14	Cook Legal Group, Lllp	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Providing legal services nationally and headquartered in Houston Tx, Cook Legal Group, secures and maximizes client assets by providing tax and business consulting services that…” Source: RevenueBase Database · checked Sep 20, 2026
15	Doehring & Doehring Attorneys At LAW	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Doehring & Doehring is located in West Houston and serves Harris and surrounding counties in all areas of Probate law.” Source: RevenueBase Database · checked Sep 20, 2026
16	Mcculloch & Miller, Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Revolutionary Houston Elder Law and Estate Planning Attorneys.” Source: RevenueBase Database · checked Sep 20, 2026
17	Stavis Wealth	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Wealth, and managing it, are complex endeavors.” Source: RevenueBase Database · checked Sep 20, 2026
18	Bacarisse LAW Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Law practice in estate planning, probate and estate administration, guardianships and estates and trusts” Source: RevenueBase Database · checked Sep 20, 2026
19	Farner & Perrin, LLP	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “At Farner & Perrin, L.L.P, we offer the full array of legal expertise in estate planning, probate and related taxation.” Source: RevenueBase Database · checked Sep 20, 2026
20	Synergy Independent Financial Solutions	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Source: RevenueBase Database · checked Sep 20, 2026
21	Hightower Trust Company, N.A	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.” Source: RevenueBase Database · checked Sep 20, 2026
22	Love Financial Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
23	Advocates Wealth Planning	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Advocates Wealth Planning exists for one purpose: to help Houston families live their most deeply held values through thoughtful financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
24	Banahan Martinez Weatherford, Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “At BMW Law we offer a wide variety of legal services in the areas of Real Estate, Business, and Estate Planning, Administration & Probate.” Source: RevenueBase Database · checked Sep 20, 2026
25	Horrigan Goehrs Edwards And Culp, L.L.P	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Horrigan, Goehrs, Edwards & Culp, L.L.P.” 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 98 estate planning consultants based in Houston, United States

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

As of Sep 20, 2026

50.9%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

141.8%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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 98 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 Houston, 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 Houston 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, 204 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 Houston, United States?

RevenueBase identified 98 estate planning consultants headquartered in Houston, 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?

Ytterberg Deery Knull LLP, headquartered in Houston, 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 204 verified decision-maker contacts tracked across these 98 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.