Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in the United States

Name: Estate planning firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 10,814 companies tracked

RevenueBase identified 10,814 estate planning firms headquartered in the United States as of September 2026 and tracks 65,008 professional contacts across them, including 31,801 with verified work emails. New York is the largest hub.

This list covers estate planning firms 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 19, 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 19, 2026 86% judged on-target in blind review

10,814Companies

65,008Contacts tracked

31,801Verified emails

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

The 25 largest estate planning firms based in the United States

Ranked by team size

Top 25 of 10,814 estate planning firms based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning firms: 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	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
2	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 19, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
3	Offit Kurman	Indirect evidence	Bethesda, MD, United StatesHQ checked Sep 19, 2026	501-1,000	587 contacts →
	Indirect evidence “Offit Kurman is a full-service AmLaw 200 firm serving dynamic businesses, individuals, and families in more than 30 areas of practice.” Source: RevenueBase Database · checked Sep 19, 2026
4	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 19, 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 19, 2026
5	BMO Wealth Management - U.S	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 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 19, 2026
6	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 19, 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 19, 2026
7	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
8	Florida Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
9	Sequoia Financial Group	Strong evidence	Akron, OH, United StatesHQ checked Sep 19, 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 19, 2026
10	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
11	Mcadam Financial	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 19, 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 19, 2026
12	Financial Growth Partners	Partial evidence	Hunt Valley, MD, United StatesHQ checked Sep 19, 2026	51-200	215 contacts →
	Partial evidence “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Source: RevenueBase Database · checked Sep 19, 2026
13	Cummings & Lockwood LLC	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	201-500	212 contacts →
	Indirect evidence “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Source: RevenueBase Database · checked Sep 19, 2026
14	Mission Wealth	Indirect evidence	Santa Barbara, CA, United StatesHQ checked Sep 19, 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 19, 2026
15	Weissman	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	179 contacts →
	Partial evidence “Weissman is a real estate and business litigation law firm.” Source: RevenueBase Database · checked Sep 19, 2026
16	Fiduciary Trust Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
17	Meltzer, Lippe, Goldstein & Breitstone, LLP	Indirect evidence	Mineola, NY, United StatesHQ checked Sep 19, 2026	51-200	170 contacts →
	Indirect evidence “Founded in 1970, Meltzer, Lippe, Goldstein & Breitstone, LLP is a cutting edge law firm combining the best features of small firms with top level talent from major metropolitan…” Source: RevenueBase Database · checked Sep 19, 2026
18	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 19, 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 19, 2026
19	Moses Singer	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	156 contacts →
	Indirect evidence “Moses Singer provides legal services to companies, individuals and families in the New York City area.” Source: RevenueBase Database · checked Sep 19, 2026
20	Vanilla	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 19, 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 19, 2026
21	Cumberland Trust	Partial evidence	Nashville, TN, United StatesHQ checked Sep 19, 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 19, 2026
22	Hinman, Howard & Kattell, LLP	Indirect evidence	Binghamton, NY, United StatesHQ checked Sep 19, 2026	51-200	142 contacts →
	Indirect evidence “At Hinman, Howard & Kattell, our clients and their goals come first.” Source: RevenueBase Database · checked Sep 19, 2026
23	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
24	Wealthcounsel, LLC	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 19, 2026	51-200	139 contacts →
	Strong evidence “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Source: RevenueBase Database · checked Sep 19, 2026
25	Best & Flanagan	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	51-200	136 contacts →
	Indirect evidence “For one hundred years, Best & Flanagan attorneys have been building uniquely close relationships with our clients, including closely-held businesses, nonprofits, generations of…” Source: RevenueBase Database · checked Sep 19, 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 firms. 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 firms.
Partial evidence: Its own public description names part of estate planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning firms. 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 10,814 estate planning firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 31,801 reachable decision-makers.

Free signup · no credit card

View the full list →

Estate planning firms based in the United States at a glance

As of Sep 19, 2026

48.9%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

8,423

11-50

2,048

51-200

250

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 10,814 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 firms, 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 firms”. 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 firms), 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 firms, 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, 31,801 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 19, 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 firms 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 firms, 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 firms are there based in the United States?

RevenueBase identified 10,814 estate planning firms 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?

Mercer Advisors, headquartered in Denver, tops this list with the largest team on record.

Which city has the most estate planning firms?

New York leads with 199 headquartered companies, followed by Houston (131) and San Diego (127).

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 31,801 verified decision-maker contacts tracked across these 10,814 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 10,814 estate planning firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.