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 20, 2026 10,814 companies tracked

RevenueBase identified 10,814 company matches for estate planning firms associated with 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 company matches for estate planning firms associated with the 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

10,814Companies

65,008Contacts tracked

31,801Verified emails

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The 25 largest estate planning firms based in the United States

Ranked by team size

Top 25 of 10,814 company matches for estate planning firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 20, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Offit Kurman	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	501-1,000	587 contacts →
	Exact match “Offit Kurman is a full-service AmLaw 200 firm serving dynamic businesses, individuals, and families in more than 30 areas of practice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 20, 2026	501-1,000	520 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 20, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Cummings & Lockwood LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	201-500	212 contacts →
	Exact match “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Weissman	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	179 contacts →
	Exact match “Weissman is a real estate and business litigation law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	174 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Meltzer, Lippe, Goldstein & Breitstone, LLP	Exact match	Mineola, NY, United StatesHQ recorded Sep 20, 2026	51-200	170 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Harrison LLP	Exact match	12 U.s. Offices, IL, United StatesHQ recorded Sep 20, 2026	201-500	160 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Moses Singer	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “Moses Singer provides legal services to companies, individuals and families in the New York City area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Vanilla	Exact match	Bellevue, WA, United StatesHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Sep 20, 2026	51-200	147 contacts →
	Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Hinman, Howard & Kattell, LLP	Exact match	Binghamton, NY, United StatesHQ recorded Sep 20, 2026	51-200	142 contacts →
	Exact match “At Hinman, Howard & Kattell, our clients and their goals come first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	140 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Wealthcounsel, LLC	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 20, 2026	51-200	139 contacts →
	Exact match “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Best & Flanagan	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	51-200	136 contacts →
	Exact match “For one hundred years, Best & Flanagan attorneys have been building uniquely close relationships with our clients, including closely-held businesses, nonprofits, generations of…” 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 firms”. 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 10,814 estate planning firms based in the United States

See the full list, filter by size, metro and specialty, and access 31,801 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning firms based in the United States at a glance

As of Sep 20, 2026

48.9%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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

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 the United States whose business descriptions match “estate planning firms” 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 31,801 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 firms by metro

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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning firms are there based in the United States?

RevenueBase identified 10,814 company matches for estate planning firms associated with the 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?

Mercer Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning firms?

New York leads with 203 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 31,801 professional contacts with verified work emails tracked across these 10,814 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.

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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 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.