Company lists · Data refreshed November 2026

Top 25 Legacy planning advisors based in the United States

Name: Legacy planning advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 6,911 companies tracked

RevenueBase identified 6,911 company matches for legacy planning advisors associated with the United States as of November 2026 and tracks 57,781 professional contacts across them, including 28,782 with verified work emails. New York is the largest hub.

This list covers company matches for legacy planning advisors 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 November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

6,911Companies

57,781Contacts tracked

28,782Verified emails

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The 25 largest legacy planning advisors based in the United States

Ranked by team size

Top 25 of 6,911 company matches for legacy planning advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Creative Planning	Exact match	Overland Park, TX, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,331 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,054 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,714 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Focus Partners	Exact match	St. Louis, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,530 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	774 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	201-500	591 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Baystate Financial	Exact match	Boston, NH, United StatesHQ recorded Nov 6, 2026	501-1,000	516 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Blue Trust	Exact match	Alpharetta, TN, United StatesHQ recorded Nov 6, 2026	201-500	505 contacts →
	Exact match “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Fiduciary Trust International	Exact match	New York, FL, United StatesHQ recorded Nov 6, 2026	201-500	436 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Creative Financial Group	Exact match	Newtown Square, PA, United StatesHQ recorded Nov 6, 2026	201-500	379 contacts →
	Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Prairie Capital Advisors, INC	Exact match	Oakbrook Terrace, OH, United StatesHQ recorded Nov 6, 2026	51-200	371 contacts →
	Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Nov 6, 2026	201-500	318 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Northrock Partners	Exact match	Minneapolis, IL, United StatesHQ recorded Nov 6, 2026	201-500	286 contacts →
	Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Clearstead	Exact match	Cleveland, OH, United StatesHQ recorded Nov 6, 2026	201-500	233 contacts →
	Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Nov 6, 2026	201-500	220 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	201-500	220 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Financial Growth Partners	Exact match	Hunt Valley, VA, United StatesHQ recorded Nov 6, 2026	51-200	208 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Cary Street Partners	Exact match	Richmond, VA, United StatesHQ recorded Nov 6, 2026	51-200	202 contacts →
	Exact match “Founded in 2002, Cary Street Partners Financial LLC is a leading independent wealth management firm operating across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Vanilla	Exact match	Bellevue, UT, United StatesHQ recorded Nov 6, 2026	51-200	176 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 · Nov 6, 2026 · View company records in RevenueBase
22	Harrison LLP	Exact match	12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026	201-500	168 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 · Nov 6, 2026 · View company records in RevenueBase
23	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 6, 2026	201-500	156 contacts →
	Exact match “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	143 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Bartlett Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	51-200	134 contacts →
	Exact match “At Bartlett, we see life's transitions as opportunities for growth.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy planning advisors”. 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 6,911 legacy planning advisors based in the United States

See the full list, filter by size, metro and specialty, and access 28,782 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Legacy planning advisors based in the United States at a glance

As of Nov 6, 2026

49.8%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,374

11-50

1,297

51-200

172

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 6,911 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 “legacy planning advisors” 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 28,782 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 November 6, 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.

Legacy planning advisors by metro

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 “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many legacy planning advisors are there based in the United States?

RevenueBase identified 6,911 company matches for legacy planning advisors associated with the United States as of November 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?

Creative Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most legacy planning advisors?

New York leads with 153 company records, followed by Atlanta (95) and Houston (93).

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 28,782 professional contacts with verified work emails tracked across these 6,911 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 November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.