Company lists · Data refreshed September 2026

Top 23 Estate planning firms based in Pittsburgh, United States

RevenueBase identified 32 company matches for estate planning firms associated with Pittsburgh, United States as of September 2026 and tracks 171 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (199 companies); Pittsburgh has 32.

This list covers company matches for estate planning firms associated with Pittsburgh, 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
32Companies
171Contacts tracked
97Verified emails
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The 23 largest estate planning firms based in Pittsburgh, United States

Ranked by team size
Top 23 of 32 company matches for estate planning firms based in Pittsburgh, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Williams Coulson Johnson Lloyd Parker & Tedesco, LLC is a Pittsburgh based law firm which provides customized planning services - creatively crafting solutions to the unique…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“Morella & Associates understands the unique business, estate planning and other legal needs of its clients from a family and business perspective.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“You know you need to do some planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“Lovett Bookman Harmon Marks LLP (LBHM) is a law firm in Pittsburgh specializing in trusts and estates law.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-509 contacts →

Exact match

“The Certified Elder Law Attorneys at Julian Gray Associates help clients with Estate Planning, Medicaid, Veteran Benefits, Tax planning, Special Needs planning and Settlement…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Simplifying and managing your financial journey Since 2016, Bridger Financial Group has been helping individuals and business owners navigate the complex world of finance with a…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-508 contacts →

Exact match

“Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Wright Associates is a licensed Fiduciary firm in Pittsburgh, offering financial services for high earning individuals, families, and retiring professionals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“For more than 50 years, the Law Office of John W.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Schwartz Montoya Legal is a boutique law firm that provides comprehensive and innovative retirement and estate planning advice.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchPittsburgh, United StatesHQ recorded Sep 20, 202651-2003 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Executor Services provides our clients with options to assist with planning, transitions, and estate settlement.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Evashavik Law, LLC is a family-owned law firm specializing in probate and estate administration as well as estate planning, personal injury, DUIs, assessment appeals, workers'…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Certified Elder Law Attorney providing Medicaid Planning, Estate Planning & Administration including will contests, POA, probate and more in Pittsburgh”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Elder Law, Estate Planning, Estate Administration, Real Estate, & Trusts”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Since 1982, the Law Offices of George B.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-501 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Serving the Greater Pittsburgh community for more than 40 years with elder law, medical assistance planning, estates, trusts and guardianships.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Small law firm located in Upper St.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 23 of 32 estate planning firms based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 97 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026
56.7%Verified-email coverage
5.3Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for Pittsburgh, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 32 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 Pittsburgh, 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 97 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 Pittsburgh, United States?

RevenueBase identified 32 company matches for estate planning firms associated with Pittsburgh, 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?

Williams Coulson Johnson Lloyd Parker & Tedesco, LLC 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). Pittsburgh has 32.

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 97 professional contacts with verified work emails tracked across these 32 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.