Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in San Antonio, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 56 companies tracked

RevenueBase identified 56 estate planning firms headquartered in San Antonio, United States as of September 2026 and tracks 252 professional contacts across them, including 117 with verified work emails. New York is the largest hub.

This list covers estate planning firms headquartered in San Antonio, 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 20, 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 20, 2026 86% judged on-target in blind review

56Companies

252Contacts tracked

117Verified emails

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The 25 largest estate planning firms based in San Antonio, United States

Ranked by team size

Top 25 of 56 estate planning firms based in San Antonio, United States, ranked by team size, largest first. Data refreshed Sep 20, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Rosenblatt LAW Firm	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	35 contacts →
	Indirect evidence “ROSENBLATT LAW FIRM provides a wide variety of expertise for its clients, including acting as outside general counsel, addressing broad business needs, and assisting with personal…” Source: RevenueBase Database · checked Sep 20, 2026
2	Genesis Wealth Management, LLC	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation…” Source: RevenueBase Database · checked Sep 20, 2026
3	Teamwork Financial	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.” Source: RevenueBase Database · checked Sep 20, 2026
4	Marquardt LAW Firm, P.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	17 contacts →
	Indirect evidence “Your legal team at Marquardt Law Firm and I believe thousandairs as well as millionaires can take advantage of tax-efficiently protecting and preserving assets, reducing family…” Source: RevenueBase Database · checked Sep 20, 2026
5	Weisinger LAW Firm, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Weisinger Law Firm is a local San Antonio Law Firm here to serve you and your family.” Source: RevenueBase Database · checked Sep 20, 2026
6	Tessmer LAW Firm, P.L.L.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “TESSMER LAW FIRM IS COMMITTED TO PROVIDING THE RIGHT REPRESENTATION AT THE RIGHT TIME We are a full-service law firm in San Antonio, Texas, focused on providing assistance in…” Source: RevenueBase Database · checked Sep 20, 2026
7	Secure Financial Management	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “We Make Retirement Happen™” Source: RevenueBase Database · checked Sep 20, 2026
8	SPR P.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “SPR is a boutique accounting firm located in San Antonio with a diverse client base including high net worth individuals, large family partnerships, oil & gas entities, real…” Source: RevenueBase Database · checked Sep 20, 2026
9	Branch LAW Firm	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “With more than 17 years of legal experience, attorney Crista Marichalar-Branch has the necessary litigation, mediation and negotiation skills to help you overcome issues…” Source: RevenueBase Database · checked Sep 20, 2026
10	Kreager Mitchell, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Kreager Mitchell, PLLC is a company based out of 7373 BROADWAY SUITE 500, San Antonio, Texas, United States.” Source: RevenueBase Database · checked Sep 20, 2026
11	Brown LAW Firm	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Our practice focuses on representing business owners, investors, and managers in a broad spectrum of business and real estate matters, including entity formation, contract…” Source: RevenueBase Database · checked Sep 20, 2026
12	Clausewitz Reyes	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Clausewitz Reyes is a business law firm based in San Antonio, Texas with a mission of providing personalized and strategic services for the Firm’s business clients.” Source: RevenueBase Database · checked Sep 20, 2026
13	Taylor & Lopez, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
14	Hammonds Davis Law, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “In 1990, Kathleen T.” Source: RevenueBase Database · checked Sep 20, 2026
15	Matrix Private Wealth Solutions, Corp	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Today, retirement planning is much more complex than it was 30 years ago.” Source: RevenueBase Database · checked Sep 20, 2026
16	The Jacobson LAW Firm, P.C	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At the Jacobson Law Firm, we have over 90 years of legal experience among us and we love what we do.” Source: RevenueBase Database · checked Sep 20, 2026
17	Independence Wealth Group	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors.” Source: RevenueBase Database · checked Sep 20, 2026
18	Whitney Thomas LAW Firm	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “San Antonio law firm focused on providing legal services in the areas of estate planning, probate, and guardianship.” Source: RevenueBase Database · checked Sep 20, 2026
19	The LAW Office Of Ryan C. Moe, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Please see website!” Source: RevenueBase Database · checked Sep 20, 2026
20	Aldrich LAW Firm, Pllc	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “The Aldrich Law Firm, PLLC is a boutique law firm located in San Antonio, Texas that practices primarily in the fields of probate, guardianship, estate planning, and litigation.” Source: RevenueBase Database · checked Sep 20, 2026
21	JW Carter Law, Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Our probate team redefines client service through a powerful blend of experience and innovation.” Source: RevenueBase Database · checked Sep 20, 2026
22	Nobilo LAW Firm	Strong evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Law Firm specializing in Estate Planning, Wills, Trusts, Asset Protection, Probate, Guardianship, and Business Formation.” Source: RevenueBase Database · checked Sep 20, 2026
23	Heintzelman LAW Pllc	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Heintzelman Law PLLC is a company based out of 11703 Huebner Rd,Ste 106-479, San Antonio, Texas, United States.” Source: RevenueBase Database · checked Sep 20, 2026
24	Composedpro Wealth	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “A client-first, results-driven approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
25	Netting Law, Pllc	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Our firm specializes in all fiduciary matters, from creating an estate plan right for you and your family to helping the appointed executors and trustees carry out that plan.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate planning firms.
Partial evidence: Its own public description names part of estate planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 56 estate planning firms based in San Antonio, United States

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Estate planning firms based in San Antonio, United States at a glance

As of Sep 20, 2026

46.4%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

355.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for San Antonio, so it is reported there. Company counts and contact totals on this page are exact for San Antonio, over 56 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 San Antonio, 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 San Antonio 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, 117 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 20, 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 San Antonio, United States?

RevenueBase identified 56 estate planning firms headquartered in San Antonio, 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?

Rosenblatt LAW Firm, headquartered in San Antonio, 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 117 verified decision-maker contacts tracked across these 56 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 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 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.