Company lists · Data refreshed September 2026

Top 23 Estate planning firms based in Raleigh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 46 companies tracked

RevenueBase identified 46 company matches for estate planning firms associated with Raleigh, United States as of September 2026 and tracks 291 professional contacts across them, including 103 with verified work emails. Across the United States, New York is the largest hub for this category (199 companies); Raleigh has 46.

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

46Companies

291Contacts tracked

103Verified emails

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The 23 largest estate planning firms based in Raleigh, United States

Ranked by team size

Top 23 of 46 company matches for estate planning firms based in Raleigh, 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	Midtown LAW	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	51-200	41 contacts →
	Exact match “Located in North Carolina’s capital city, Midtown Law is a Raleigh-based law firm providing legal services in residential and commercial real estate, estate planning, will…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Monroe, Wallace, Morden & Sherrill, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “Our firm assists clients and their families with the business of life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Hemphill Gelder, P.C	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Our Law Firm serves the estate planning and real estate needs of clients in North Carolina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Wilson Ratledge, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Since 2001, the attorneys and staff of Wilson Ratledge, PLLC have been committed to the diverse group of individuals, entities, and businesses they represent, and have helped…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	The LAW Practice Exchange	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “At The Law Practice Exchange (LPE), we know that transitioning a law firm-whether through a sale, acquisition, succession, or valuation-isn’t just transactional.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Pierce LAW Group, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Pierce Law Group is a client-centric law firm dedicated to guiding families and individuals through the complexities of estate administration and planning across North Carolina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	The Walls LAW Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Our passion is giving clients peace of mind by implementing unique and comprehensive estate and business planning strategies designed to protect and preserve both their personal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Maitin LAW Firm, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Maitin Law Firm handles legal matters in the following practice areas: Residential Real Estate, Foreclosures, Leases, Wills, and Incorporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	RHA Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Jones Branz & Whitaker LLP	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Brady LAW Firm, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Armor Investment Advisors, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	W.G. Alexander And Associates, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “W.G.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Chambers & Ennis	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The mission of Chambers & Ennis is to satisfy our clients by providing the highest quality estate planning services possible.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Alpha Omega Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Retirement and Income Planning Investment Management Insurance Solutions Tax Reduction Strategies Estate Planning Strategies Retirement and Income Planning Investment Management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	AW Morris Law, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Law office focused on residential real estate closings for purchases and refinances, the firm also offers assistance in preparing simple wills, durable powers of attorney, living…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Wallis, Bowens, Averhart	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Wallis, Bowens, Averhart, & Associates focuses primarily on elder law, estate planning and administration, guardianships, civil litigation, education, civil rights, and business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	The Dileone LAW Group, PC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The DiLeone Law Group, P.C, an award-winning, Raleigh-based law firm, provides legal services concentrating in business, corporate, and estate planning and estate administration…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Snider Law, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “A holistic approach to estate planning that includes more than documents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Brady Cobin LAW Group, Pllc	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “The law firm of Brady Cobin Law Group, PLLC, is made up of highly experienced North Carolina estate lawyers: Dan Brady and Andrew Cobin.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	The Spence LAW Firm, PA	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Our Firm Handles Legal Matters in the Areas of Real Estate, Business Law, and Estate Planning We are committed to providing you with reliable service The Spence Law Firm, PA is a…” 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 23 of 46 estate planning firms based in Raleigh, United States

See the full list, filter by size, metro and specialty, and access 103 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

35.4%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 46 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 Raleigh, 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 103 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 Raleigh, United States?

RevenueBase identified 46 company matches for estate planning firms associated with Raleigh, 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?

Midtown LAW 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). Raleigh has 46.

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 103 professional contacts with verified work emails tracked across these 46 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.