Company lists · Data refreshed November 2026

Top 25 Legacy planning services based in the United States

Name: Legacy planning services 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 3,685 companies tracked

RevenueBase identified 3,685 company matches for legacy planning services associated with the United States as of November 2026 and tracks 18,116 professional contacts across them, including 8,040 with verified work emails. New York is the largest hub.

This list covers company matches for legacy planning services 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

3,685Companies

18,116Contacts tracked

8,040Verified emails

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The 25 largest legacy planning services based in the United States

Ranked by team size

Top 25 of 3,685 company matches for legacy planning services 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	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
2	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	132 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Matter Family Office	Exact match	St. Louis, NC, United StatesHQ recorded Nov 6, 2026	51-200	108 contacts →
	Exact match “At Matter, families are our number-one priority.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Ascent Private Capital Management Of U.S. Bank	Exact match	Minneapolis, WA, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Nov 6, 2026	11-50	79 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 · Nov 6, 2026 · View company records in RevenueBase
8	Creative Planning Legal, P.A	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	69 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 · Nov 6, 2026 · View company records in RevenueBase
9	R.M. Davis	Exact match	Portland, NH, United StatesHQ recorded Nov 6, 2026	51-200	68 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Calamos Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Nov 6, 2026	11-50	64 contacts →
	Exact match “Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Evans & Davis	Exact match	Edmond, WA, United StatesHQ recorded Nov 6, 2026	51-200	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 · Nov 6, 2026 · View company records in RevenueBase
12	Valley Forge Financial Group	Exact match	Audubon, PA, United StatesHQ recorded Nov 6, 2026	11-50	60 contacts →
	Exact match “You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	The Blum Firm, P.C	Exact match	Fort Worth, TX, United StatesHQ recorded Nov 6, 2026	51-200	57 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 · Nov 6, 2026 · View company records in RevenueBase
14	Accurate Advisory Group INC	Exact match	Wesley Chapel, FL, United StatesHQ recorded Nov 6, 2026	11-50	57 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 · Nov 6, 2026 · View company records in RevenueBase
15	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	11-50	57 contacts →
	Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	JKZ LLP	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	11-50	56 contacts →
	Exact match “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Prevail Strategies	Exact match	Leawood, KS, United StatesHQ recorded Nov 6, 2026	51-200	55 contacts →
	Exact match “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Sendero Wealth Management	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	11-50	55 contacts →
	Exact match “Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Provenance Wealth Advisors	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	55 contacts →
	Exact match “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Steinbacher, Goodall & Yurchak	Exact match	Williamsport, PA, United StatesHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Thompson & Associates	Exact match	Brentwood, TN, United StatesHQ recorded Nov 6, 2026	11-50	51 contacts →
	Exact match “Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Eagle Financial Group, INC	Exact match	Frisco, TX, United StatesHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Eagle Financial Group is in the business of preserving people’s assets since.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Legacy Assurance Plan	Exact match	University Park, FL, United StatesHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Legacy Plan is a membership-based holistic estate planning service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Legacy Advisors	Exact match	Plymouth Meeting, PA, United StatesHQ recorded Nov 6, 2026	11-50	50 contacts →
	Exact match “We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Weinstock Manion	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 6, 2026	11-50	49 contacts →
	Exact match “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” 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 services”. 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 3,685 legacy planning services based in the United States

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Legacy planning services based in the United States at a glance

As of Nov 6, 2026

44.4%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

3,004

11-50

586

51-200

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 3,685 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 services” 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 8,040 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 3,685 company matches for legacy planning services 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?

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

Which city has the most legacy planning services?

New York leads with 77 company records, followed by Atlanta (50) and Chicago (46).

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 8,040 professional contacts with verified work emails tracked across these 3,685 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.