Company lists · Data refreshed September 2026

Top 25 Estate planning service providers based in the United States

Name: Estate planning service providers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 6,806 companies tracked

RevenueBase identified 6,806 estate planning service providers headquartered in the United States as of September 2026 and tracks 33,299 professional contacts across them, including 15,470 with verified work emails. New York is the largest hub.

This list covers estate planning service providers headquartered in the 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

6,806Companies

33,299Contacts tracked

15,470Verified emails

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The 25 largest estate planning service providers based in the United States

Ranked by team size

Top 25 of 6,806 estate planning service providers based in the 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 service providers: 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	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 20, 2026
2	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
3	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 20, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026
4	Mission Wealth	Indirect evidence	Santa Barbara, CA, United StatesHQ checked Sep 20, 2026	201-500	192 contacts →
	Indirect evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
5	Larson Financial	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	201-500	166 contacts →
	Indirect evidence “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Source: RevenueBase Database · checked Sep 20, 2026
6	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 20, 2026	201-500	160 contacts →
	Indirect evidence “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Source: RevenueBase Database · checked Sep 20, 2026
7	Vanilla	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 20, 2026	51-200	156 contacts →
	Strong evidence “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Source: RevenueBase Database · checked Sep 20, 2026
8	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	140 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
9	Wealthcounsel, LLC	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 20, 2026	51-200	139 contacts →
	Strong evidence “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Source: RevenueBase Database · checked Sep 20, 2026
10	Huck Bouma, PC	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 20, 2026	51-200	133 contacts →
	Indirect evidence “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 20, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 20, 2026
12	Trust & Will	Strong evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	51-200	131 contacts →
	Strong evidence “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
13	wealth.com	Strong evidence	Tempe, AZ, United StatesHQ checked Sep 20, 2026	51-200	130 contacts →
	Strong evidence “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Source: RevenueBase Database · checked Sep 20, 2026
14	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	119 contacts →
	Indirect evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 20, 2026
15	OATH	Partial evidence	Tulsa, OK, United StatesHQ checked Sep 20, 2026	51-200	113 contacts →
	Partial evidence “Planning for your future can feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026
16	Planning Alliance	Indirect evidence	Woodcliff Lake, NJ, United StatesHQ checked Sep 20, 2026	51-200	103 contacts →
	Indirect evidence “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Source: RevenueBase Database · checked Sep 20, 2026
17	FRA Trust Advisors	Strong evidence	O Fallon, IL, United StatesHQ checked Sep 20, 2026	11-50	95 contacts →
	Strong evidence “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Source: RevenueBase Database · checked Sep 20, 2026
18	Brown Streza	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Strong evidence “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Source: RevenueBase Database · checked Sep 20, 2026
19	Melone Hatley, P.C	Indirect evidence	Virginia Beach, VA, United StatesHQ checked Sep 20, 2026	51-200	84 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
20	Cassin & Cassin LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	79 contacts →
	Indirect evidence “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Source: RevenueBase Database · checked Sep 20, 2026
21	CG Financial Services	Partial evidence	Haslett, MI, United StatesHQ checked Sep 20, 2026	51-200	75 contacts →
	Partial evidence “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Source: RevenueBase Database · checked Sep 20, 2026
22	Johnson Brunetti	Indirect evidence	Wethersfield, CT, United StatesHQ checked Sep 20, 2026	51-200	65 contacts →
	Indirect evidence “Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Atlanta, Boston, and Hartford.” Source: RevenueBase Database · checked Sep 20, 2026
23	Evans & Davis	Strong evidence	Edmond, OK, United StatesHQ checked Sep 20, 2026	51-200	60 contacts →
	Strong evidence “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Source: RevenueBase Database · checked Sep 20, 2026
24	Rothkoff LAW Group	Indirect evidence	Cherry Hill, NJ, United StatesHQ checked Sep 20, 2026	11-50	60 contacts →
	Indirect evidence “The Rothkoff Law Group is an elder care law firm serving seniors, individuals with disabilities, and their families in Southeastern Pennsylvania and Southern New Jersey…” Source: RevenueBase Database · checked Sep 20, 2026
25	The Probate PRO	Indirect evidence	Royal Oak, MI, United StatesHQ checked Sep 20, 2026	51-200	60 contacts →
	Indirect evidence “The Probate Pro® is America's Probate Law Firm.” 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 service providers. 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 service providers.
Partial evidence: Its own public description names part of estate planning service providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning service providers. 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 6,806 estate planning service providers based in the United States

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Estate planning service providers based in the United States at a glance

As of Sep 20, 2026

46.5%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

5,524

11-50

1,114

51-200

119

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,806 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 service providers, 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 the United States whose own description of what they do matches “estate planning service providers”. 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 service providers), 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 service providers, and records with no verified work email. Companies headquartered outside United States 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, 15,470 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 service providers by metro

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 service providers, 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 service providers are there based in the United States?

RevenueBase identified 6,806 estate planning service providers headquartered in the 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?

Savant Wealth Management, headquartered in Rockford, tops this list with the largest team on record.

Which city has the most estate planning service providers?

New York leads with 132 headquartered companies, followed by Houston (87) and San Diego (79).

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 15,470 verified decision-maker contacts tracked across these 6,806 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.