Company lists · Data refreshed September 2026
Top 25 Estate tax planning firms based in the United States
RevenueBase identified 2,270 company matches for estate tax planning firms associated with 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 company matches for estate tax planning firms associated with the 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.
The 25 largest estate tax planning firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 399 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 160 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 156 contacts → | ||||
Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 130 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 95 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 91 contacts → | ||||
Exact match “Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 60 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “Tax & Legal Planning for entrepreneurs, real estate, crypto, and self-directed investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 58 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 56 contacts → | ||||
Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 55 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 54 contacts → | ||||
Exact match “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 51 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 51 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 49 contacts → | ||||
Exact match “We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 49 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 48 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 47 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 46 contacts → | ||||
Exact match “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 46 contacts → | ||||
Exact match “Eagle Financial Group is in the business of preserving people’s assets since.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 44 contacts → | ||||
Exact match “Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “Cushing & Dolan, P.C, Attorneys at Law, established in 1984 by Leo J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” 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 tax 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 25 of 2,270 estate tax planning firms based in the United States
See the full list, filter by size, metro and specialty, and access 5,742 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate tax planning firms based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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
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 the United States whose business descriptions match “estate tax 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 5,742 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 tax planning firms by metro
- Estate tax planning firms in New York47
- Estate tax planning firms in San Diego37
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
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 tax planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate tax planning firms are there based in the United States?
RevenueBase identified 2,270 company matches for estate tax planning firms associated with the 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?
Apercen Partners LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate tax planning firms?
New York leads with 47 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,742 professional contacts with verified work emails tracked across these 2,270 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.
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
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Houston, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in San Diego, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
Company intelligence · public preview
Top 25 estate tax planning firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,270 matching company records for estate tax planning firms based in the United States, with 11,398 tracked contacts and 5,742 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate tax planning firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vanillajustvanilla.comHQ: Bellevue, WA, United StatesReported employees: 51-200 | Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  wealth.comwealth.comHQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FRA Trust Advisorsfratrust.com HQ: O Fallon, IL, United StatesReported employees: 11-50 | O Fallon, IL, United States | 11-50 | Exact match | 95 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Brown Strezabrownandstreza.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 91 contacts → |
“Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Evans & Davisevansdavis.comHQ: Edmond, OK, United StatesReported employees: 51-200 | Edmond, OK, United States | 51-200 | Exact match | 60 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kkos Lawyers, LLPkkoslawyers.comHQ: Cedar City, UT, United StatesReported employees: 51-200 | Cedar City, UT, United States | 51-200 | Exact match | 59 contacts → |
“Tax & Legal Planning for entrepreneurs, real estate, crypto, and self-directed investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Culp Elliott & Carpenter, Pllcceclaw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Blum Firm, P.Ctheblumfirm.comHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 55 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Prevail Strategiesprevailiws.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 54 contacts → |
“At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Accurate Advisory Group INCaccurateadvisory.comHQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 51 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pierro, Connor & Strauss, LLCpierrolaw.com HQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ivins, Phillips & Barkeripbtax.comHQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 50 contacts → |
“Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Steinbacher, Goodall & Yurchakpaeldercounsel.com HQ: Williamsport, PA, United StatesReported employees: 51-200 | Williamsport, PA, United States | 51-200 | Exact match | 49 contacts → |
“We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Frazer, Ryan, Goldberg & Arnold LLPfrgalaw.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 49 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tavas LLCtavasllc.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  BKA Financial, A Simplicity Companybkafinancial.comHQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 47 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Weinstock Manionweinstocklaw.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 46 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Eagle Financial Group, INCeaglefinancialgroup.comHQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 46 contacts → |
“Eagle Financial Group is in the business of preserving people’s assets since.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fairman Financialfairmanfinancial.com HQ: Chesterbrook, PA, United StatesReported employees: 11-50 | Chesterbrook, PA, United States | 11-50 | Exact match | 44 contacts → |
“Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cushing & Dolan, P.Ccushingdolan.com HQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 43 contacts → |
“Cushing & Dolan, P.C, Attorneys at Law, established in 1984 by Leo J.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mchenry Advisersmchenry-advisers.com HQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 38 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,270 company matches
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Estate tax planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,259 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate tax planning firms by metro
- Estate tax planning firms in New York47
- Estate tax planning firms in San Diego37
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
Questions about this company list
What does Exact match mean for estate tax planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate tax planning firms did RevenueBase find based in the United States?
The saved snapshot records 2,270 matching company records, 11,398 tracked contacts and 5,742 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate tax planning firms by geography
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Houston, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in San Diego, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
Cite this list
RevenueBase Data Team. Top 25 estate tax planning firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-tax-planning-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
Company intelligence · public preview
Top 25 estate tax planning firms based in the United States
RevenueBase records 2,270 matching company records for estate tax planning firms based in the United States, with 11,398 tracked contacts and 5,742 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate tax planning firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vanillajustvanilla.com HQ: Bellevue, WA, United StatesReported employees: 51-200 | Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | wealth.comwealth.com HQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FRA Trust Advisorsfratrust.com HQ: O Fallon, IL, United StatesReported employees: 11-50 | O Fallon, IL, United States | 11-50 | Exact match | 95 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Brown Strezabrownandstreza.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 91 contacts → |
“Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Evans & Davisevansdavis.com HQ: Edmond, OK, United StatesReported employees: 51-200 | Edmond, OK, United States | 51-200 | Exact match | 60 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kkos Lawyers, LLPkkoslawyers.com HQ: Cedar City, UT, United StatesReported employees: 51-200 | Cedar City, UT, United States | 51-200 | Exact match | 59 contacts → |
“Tax & Legal Planning for entrepreneurs, real estate, crypto, and self-directed investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Culp Elliott & Carpenter, Pllcceclaw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Blum Firm, P.Ctheblumfirm.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 55 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Prevail Strategiesprevailiws.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 54 contacts → |
“At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Accurate Advisory Group INCaccurateadvisory.com HQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 51 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pierro, Connor & Strauss, LLCpierrolaw.com HQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ivins, Phillips & Barkeripbtax.com HQ: Washington, DC, United StatesReported employees: 11-50 | Washington, DC, United States | 11-50 | Exact match | 50 contacts → |
“Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Steinbacher, Goodall & Yurchakpaeldercounsel.com HQ: Williamsport, PA, United StatesReported employees: 51-200 | Williamsport, PA, United States | 51-200 | Exact match | 49 contacts → |
“We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Frazer, Ryan, Goldberg & Arnold LLPfrgalaw.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 49 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tavas LLCtavasllc.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BKA Financial, A Simplicity Companybkafinancial.com HQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 47 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Weinstock Manionweinstocklaw.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 46 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eagle Financial Group, INCeaglefinancialgroup.com HQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 46 contacts → |
“Eagle Financial Group is in the business of preserving people’s assets since.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fairman Financialfairmanfinancial.com HQ: Chesterbrook, PA, United StatesReported employees: 11-50 | Chesterbrook, PA, United States | 11-50 | Exact match | 44 contacts → |
“Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cushing & Dolan, P.Ccushingdolan.com HQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 43 contacts → |
“Cushing & Dolan, P.C, Attorneys at Law, established in 1984 by Leo J.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mchenry Advisersmchenry-advisers.com HQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 38 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,270 company matches
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Estate tax planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,259 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate tax planning firms by metro
- Estate tax planning firms in New York47
- Estate tax planning firms in San Diego37
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
Questions about this company list
What does Exact match mean for estate tax planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate tax planning firms did RevenueBase find based in the United States?
The saved snapshot records 2,270 matching company records, 11,398 tracked contacts and 5,742 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate tax planning firms by geography
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Houston, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in San Diego, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
Cite this list
RevenueBase Data Team. Top 25 estate tax planning firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-tax-planning-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States