Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in Columbia, United States

RevenueBase identified 39 estate planning firms headquartered in Columbia, United States as of September 2026 and tracks 245 professional contacts across them, including 152 with verified work emails. New York is the largest hub.

This list covers estate planning firms headquartered in Columbia, 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
39Companies
245Contacts tracked
152Verified emails
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The 25 largest estate planning firms based in Columbia, United States

Ranked by team size
Top 25 of 39 estate planning firms based in Columbia, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5058 contacts →

Indirect evidence

“BWFA is one of the area’s leading comprehensive wealth management firms.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5037 contacts →

Indirect evidence

“Most law firms talk about their experience and the results they get for their clients.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5024 contacts →

Indirect evidence

“Founded in June, 2010, by President and Principal Attorney Stephen R.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Sojourner, Caughman & Thomas is a law practice company based out of 1301 Gervais St, Columbia, South Carolina, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceColumbia, SC, United StatesHQ checked Sep 19, 202611-509 contacts →

Strong evidence

“Todd & Johnson, L.L.P, is a boutique law firm that focuses on estate planning and probate matters.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“Leffler, Bayoumi & Oliver, LLC is a trusted family law and estate planning firm serving Howard County, Montgomery County, and the greater Maryland area from our Columbia office.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Providing comprehensive estate planning, estate administration, guardianship, special needs planning and business succession planning for individuals and families throughout…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Welcome to Newsome Law, a boutique firm focused on solutions for your tax, estate and trust needs.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Our goal is to provide families and business owners with assistance in building their financial freedom.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“The attorneys at Barchet Law practice primarily in the areas of estates, trusts, elder law, and business law.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 202651-2002 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Put more wealth in your pocket and minimize your tax liability.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“The Law Offices of Oren D.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“David and Zach are committed to helping you pursue your long-term financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Our financial firm is committed to helping you achieve all of your financial goals while working toward a "worry free" retirement.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Boutique law firm assisting clients with their real estate, estate planning and business law needs.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Our attorneys put their over 30 combined years of legal experience to use serving families in and around Howard, Carroll, Montgomery, Baltimore and Anne Arundel counties as well…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Family law issues are often difficult to resolve and can create significant stress for you and your loved ones.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 39 estate planning firms based in Columbia, United States

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

As of Sep 19, 2026
62.0%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
510.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
8
51-200
1

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 39 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 Columbia, 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 Columbia 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, 152 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 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 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 Columbia, United States?

RevenueBase identified 39 estate planning firms headquartered in Columbia, 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?

Baltimore-Washington Financial Advisors, headquartered in Columbia, 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 152 verified decision-maker contacts tracked across these 39 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.

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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.