Company lists · Data refreshed September 2026

Top 25 Estate tax planning firms based in the United States

Name: Estate tax planning firms 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 2,270 companies tracked

RevenueBase identified 2,270 estate tax planning firms headquartered in the United States as of September 2026 and tracks 11,398 professional contacts across them, including 5,742 with verified work emails. New York is the largest hub.

This list covers estate tax planning firms 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

2,270Companies

11,398Contacts tracked

5,742Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate tax planning firms based in the United States

Ranked by team size

Top 25 of 2,270 estate tax planning firms 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 tax 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	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 20, 2026	201-500	399 contacts →
	Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 20, 2026
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	Kkos Lawyers, LLP	Strong evidence	Cedar City, UT, United StatesHQ checked Sep 20, 2026	51-200	59 contacts →
	Strong evidence “Tax & Legal Planning for entrepreneurs, real estate, crypto, and self-directed investors.” Source: RevenueBase Database · checked Sep 20, 2026
10	Creative Planning Legal, P.A	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	51-200	58 contacts →
	Strong evidence “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Source: RevenueBase Database · checked Sep 20, 2026
11	Culp Elliott & Carpenter, Pllc	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 20, 2026	11-50	56 contacts →
	Partial evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 20, 2026
12	The Blum Firm, P.C	Strong evidence	Fort Worth, TX, United StatesHQ checked Sep 20, 2026	51-200	55 contacts →
	Strong evidence “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Source: RevenueBase Database · checked Sep 20, 2026
13	Prevail Strategies	Indirect evidence	Leawood, KS, United StatesHQ checked Sep 20, 2026	51-200	54 contacts →
	Indirect evidence “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 20, 2026
14	Accurate Advisory Group INC	Strong evidence	Wesley Chapel, FL, United StatesHQ checked Sep 20, 2026	11-50	51 contacts →
	Strong evidence “Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Source: RevenueBase Database · checked Sep 20, 2026
15	Pierro, Connor & Strauss, LLC	Strong evidence	Latham, NY, United StatesHQ checked Sep 20, 2026	11-50	51 contacts →
	Strong evidence “One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Source: RevenueBase Database · checked Sep 20, 2026
16	Ivins, Phillips & Barker	Strong evidence	Washington, DC, United StatesHQ checked Sep 20, 2026	11-50	50 contacts →
	Strong evidence “Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law.” Source: RevenueBase Database · checked Sep 20, 2026
17	Steinbacher, Goodall & Yurchak	Partial evidence	Williamsport, PA, United StatesHQ checked Sep 20, 2026	51-200	49 contacts →
	Partial evidence “We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	Frazer, Ryan, Goldberg & Arnold LLP	Strong evidence	Phoenix, AZ, United StatesHQ checked Sep 20, 2026	11-50	49 contacts →
	Strong evidence “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Source: RevenueBase Database · checked Sep 20, 2026
19	Tavas LLC	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	51-200	48 contacts →
	Strong evidence “TAVAS, LLC is a multidisciplinary professional consulting firm specializing in Strategic Tax Planning for small to mid-sized, closely held businesses across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
20	BKA Financial, A Simplicity Company	Indirect evidence	Summit, NJ, United StatesHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Source: RevenueBase Database · checked Sep 20, 2026
21	Weinstock Manion	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	46 contacts →
	Strong evidence “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
22	Eagle Financial Group, INC	Indirect evidence	Frisco, TX, United StatesHQ checked Sep 20, 2026	51-200	46 contacts →
	Indirect evidence “Eagle Financial Group is in the business of preserving people’s assets since.” Source: RevenueBase Database · checked Sep 20, 2026
23	Fairman Financial	Partial evidence	Chesterbrook, PA, United StatesHQ checked Sep 20, 2026	11-50	44 contacts →
	Partial evidence “Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
24	Cushing & Dolan, P.C	Partial evidence	Waltham, MA, United StatesHQ checked Sep 20, 2026	11-50	43 contacts →
	Partial evidence “Cushing & Dolan, P.C, Attorneys at Law, established in 1984 by Leo J.” Source: RevenueBase Database · checked Sep 20, 2026
25	Mchenry Advisers	Strong evidence	New Albany, OH, United StatesHQ checked Sep 20, 2026	11-50	38 contacts →
	Strong evidence “McHenry Advisers Enrolled Actuary \| Strategic Tax Planning Partner to Financial Advisors & CPAs \| HNW/UHNW Tax Reduction \| Custom Cash Balance Plan Design \| Advanced Retirement…” 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 tax 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 tax planning firms.
Partial evidence: Its own public description names part of estate tax 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 tax 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 2,270 estate tax planning firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 5,742 reachable decision-makers.

Free signup · no credit card

View the full list →

Estate tax planning firms based in the United States at a glance

As of Sep 20, 2026

50.4%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,827

11-50

391

51-200

201-500

1,001-5,000

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 2,270 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 tax 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 the United States whose own description of what they do matches “estate tax 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 tax 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 tax planning firms, 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, 5,742 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 tax planning firms 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 tax 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 tax planning firms are there based in the United States?

RevenueBase identified 2,270 estate tax planning firms 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?

Apercen Partners LLC, headquartered in Palo Alto, tops this list with the largest team on record.

Which city has the most estate tax planning firms?

New York leads with 47 headquartered companies, followed by San Diego (37) and Houston (36).

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 5,742 verified decision-maker contacts tracked across these 2,270 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.

Ready to reach these companies? Verified emails and direct dials for all 2,270 estate tax planning firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate tax planning firms by geography

Browse the directory

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.