Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 54 companies tracked

RevenueBase identified 54 company matches for estate planning firms associated with Boston, United States as of September 2026 and tracks 1,305 professional contacts across them, including 771 with verified work emails. Across the United States, New York is the largest hub for this category (199 companies); Boston has 54.

This list covers company matches for estate planning firms associated with Boston, 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

54Companies

1,305Contacts tracked

771Verified emails

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

The 25 largest estate planning firms based in Boston, United States

Ranked by team size

Top 25 of 54 company matches for estate planning firms based in Boston, 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	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
2	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
3	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
4	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Financial Architects Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Long Hagan Huff-Harris	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “Long Hagan Huff-Harris focuses on Family Law, Trusts & Estates, and Business Law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Berluti Mclaughlin & Kutchin LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “We are a full-service, multi-disciplinary law firm with a 40-year legacy of providing best-in-class legal services, specializing in civil trial advocacy, complex corporate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Lynch Fink Harrington & Gray LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Full service Boston-based law firm specializing in Tax, Estate Planning, Trust, Corporate, and Securities” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	14 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Catalyst Financial Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Sage advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Squillace & Associates, P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Griffin LAW LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Griffin Law’s experienced team of attorneys provides prompt, professional, and cost-competitive services to clients in Massachusetts, New Hampshire, and Rhode Island.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Thomas Brady & Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Hall & Diana LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Currier Ryan	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	David Marshall Datz, P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “David Marshall Datz, PC provides legal advice, guidance, and coordination in two practice areas: real estate transactions and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Morrissey Hawkins & Lynch	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Located in the heart of Boston’s Financial District, Morrissey, Hawkins & Lynch has been dedicated to meeting the needs of its clients since the firm’s inception in 1990.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Bove Langa Witherell & Soiffer P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our firm was established in Boston over thirty years ago.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Generation Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” 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 54 estate planning firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 771 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate planning firms based in Boston, United States at a glance

As of Sep 20, 2026

59.1%Verified-email coverage

24.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 54 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 Boston, 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 771 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 in the United States

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 Boston, United States?

RevenueBase identified 54 company matches for estate planning firms associated with Boston, 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?

Baystate Financial 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 firms?

New York leads the United States with 199 company records, followed by Houston (131) and San Diego (127). Boston has 54.

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 771 professional contacts with verified work emails tracked across these 54 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 54 estate planning firms based in Boston, 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 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.