Company lists · Data refreshed November 2026
Top 25 Special needs planning services based in the United States
RevenueBase identified 1,888 company matches for special needs planning services associated with the United States as of November 2026 and tracks 13,225 professional contacts across them, including 4,572 with verified work emails. New York is the largest hub.
This list covers company matches for special needs 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.
The 25 largest special needs planning services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,942 contacts → | ||||
Exact match “At GT Independence, our mission is to help people live a life of their choosing regardless of age or ability.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 154 contacts → | ||||
Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 76 contacts → | ||||
Exact match “Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | 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 | |||||
| 10 | 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 | |||||
| 11 | 56 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 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 | |||||
| 18 | 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 | |||||
| 19 | 45 contacts → | ||||
Exact match “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 44 contacts → | ||||
Exact match “Chalgian & Tripp Law Offices is a law firm focused exclusively in the areas of estate planning, elder law, probate litigation, and special needs planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 42 contacts → | ||||
Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 42 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 42 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 40 contacts → | ||||
Exact match “Heckscher, Teillon, Terrill & Sager, founded in 1994, provides sophisticated estate and tax planning and fiduciary related services in a personalized setting for individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 37 contacts → | ||||
Exact match “Allen Capital Group Investment | Trust | Tax A comprehensive financial planning firm specializing in portfolio management and estate planning, serving: Individuals Businesses…” 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 “special needs 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 1,888 special needs planning services based in the United States
See the full list, filter by size, metro and specialty, and access 4,572 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Special needs planning services based in the United States at a glance
As of Nov 6, 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 1,888 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 “special needs 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 4,572 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.
Special needs 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 “special needs planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many special needs planning services are there based in the United States?
RevenueBase identified 1,888 company matches for special needs 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?
GT Independence tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most special needs planning services?
New York leads with 29 company records, followed by Chicago (21) and San Diego (21).
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 4,572 professional contacts with verified work emails tracked across these 1,888 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.
Ready to reach these companies? Verified emails and direct dials for all 1,888 special needs planning services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Special needs planning services by geography
- Special needs planning services based in London, United Kingdom
- Special needs planning services based in New York, United States
- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands
- Special needs planning services based in South Africa
- Special needs planning services based in the United Kingdom
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
- Special needs planning services based in London, United Kingdom
- Special needs planning services based in New York, United States
- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands
Company intelligence · public preview
Top 25 special needs planning services 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 1,888 matching company records for special needs planning services based in the United States, with 13,225 tracked contacts and 4,572 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: November 6, 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 special needs planning services 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 |  GT Independencegtsd.orgHQ: Sturgis, NC, United StatesReported employees: 501-1,000 | Sturgis, NC, United States | 501-1,000 | Exact match | 1,942 contacts → |
“At GT Independence, our mission is to help people live a life of their choosing regardless of age or ability.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Modern Wealth Managementmodwm.comHQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 318 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Financial Growth Partnersyourfgp.comHQ: Hunt Valley, VA, United StatesReported employees: 51-200 | Hunt Valley, VA, United States | 51-200 | Exact match | 208 contacts → |
“Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Massmutual Carolinascarolinas.massmutual.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  OATHplanwithoath.comHQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 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 | 79 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Massmutual Northwestnorthwest.massmutual.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 76 contacts → |
“Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 69 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Calamos Wealth Managementcalamos.comHQ: Naperville, IL, United StatesReported employees: 11-50 | Naperville, IL, United States | 11-50 | Exact match | 64 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Accurate Advisory Group INCaccurateadvisory.comHQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 57 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pierro, Connor & Strauss, LLCpierrolaw.comHQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 56 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Provenance Wealth Advisorsprovwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 55 contacts → |
“The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Steinbacher, Goodall & Yurchakpaeldercounsel.comHQ: Williamsport, PA, United StatesReported employees: 51-200 | Williamsport, PA, United States | 51-200 | Exact match | 54 contacts → |
“We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Thompson & Associatesceplan.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Eagle Financial Group, INCeaglefinancialgroup.comHQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 51 contacts → |
“Eagle Financial Group is in the business of preserving people’s assets since.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Legacy Assurance Planlegacyassuranceplan.comHQ: University Park, FL, United StatesReported employees: 51-200 | University Park, FL, United States | 51-200 | Exact match | 51 contacts → |
“Legacy Plan is a membership-based holistic estate planning service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Weinstock Manionweinstocklaw.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 49 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Infinitas, LLCinfinitaskc.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Chalgian & Tripp LAW Offices, Pllcmielderlaw.comHQ: East Lansing, MI, United StatesReported employees: 11-50 | East Lansing, MI, United States | 11-50 | Exact match | 44 contacts → |
“Chalgian & Tripp Law Offices is a law firm focused exclusively in the areas of estate planning, elder law, probate litigation, and special needs planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Capital Management Groupcmgnewyork.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BKA Financial, A Simplicity Companybkafinancial.comHQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 42 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  LAW & Associates, INClawandassociates.comHQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | HQ: West Conshohocken, PA, United StatesReported employees: 11-50 | West Conshohocken, PA, United States | 11-50 | Exact match | 40 contacts → |
“Heckscher, Teillon, Terrill & Sager, founded in 1994, provides sophisticated estate and tax planning and fiduciary related services in a personalized setting for individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Allen Capital Groupallencapgroup.comHQ: Grand Island, NE, United StatesReported employees: 11-50 | Grand Island, NE, United States | 11-50 | Exact match | 37 contacts → |
“Allen Capital Group Investment | Trust | Tax A comprehensive financial planning firm specializing in portfolio management and estate planning, serving: Individuals Businesses…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,888 company matches
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Special needs planning services: dataset insights
November 6, 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
1,876 records in the displayed employee bands.
12 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 1,888 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: November 6, 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 ↗
Special needs planning services by metro
Questions about this company list
What does Exact match mean for special needs planning services?
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 special needs planning services did RevenueBase find based in the United States?
The saved snapshot records 1,888 matching company records, 13,225 tracked contacts and 4,572 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: November 6, 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
Special needs planning services by geography
- Special needs planning services based in London, United Kingdom
- Special needs planning services based in New York, United States
- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands
- Special needs planning services based in South Africa
- Special needs planning services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 special needs planning services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/special-needs-planning-services/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
- Special needs planning services based in London, United Kingdom
- Special needs planning services based in New York, United States
- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands
Company intelligence · public preview
Top 25 special needs planning services based in the United States
RevenueBase records 1,888 matching company records for special needs planning services based in the United States, with 13,225 tracked contacts and 4,572 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: November 6, 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 special needs planning services 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 | GT Independencegtsd.org HQ: Sturgis, NC, United StatesReported employees: 501-1,000 | Sturgis, NC, United States | 501-1,000 | Exact match | 1,942 contacts → |
“At GT Independence, our mission is to help people live a life of their choosing regardless of age or ability.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Modern Wealth Managementmodwm.com HQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 318 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Financial Growth Partnersyourfgp.com HQ: Hunt Valley, VA, United StatesReported employees: 51-200 | Hunt Valley, VA, United States | 51-200 | Exact match | 208 contacts → |
“Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Massmutual Carolinascarolinas.massmutual.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | OATHplanwithoath.com HQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 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 | 79 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Massmutual Northwestnorthwest.massmutual.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 76 contacts → |
“Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 69 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Calamos Wealth Managementcalamos.com HQ: Naperville, IL, United StatesReported employees: 11-50 | Naperville, IL, United States | 11-50 | Exact match | 64 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Accurate Advisory Group INCaccurateadvisory.com HQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 57 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pierro, Connor & Strauss, LLCpierrolaw.com HQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 56 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Provenance Wealth Advisorsprovwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 55 contacts → |
“The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Steinbacher, Goodall & Yurchakpaeldercounsel.com HQ: Williamsport, PA, United StatesReported employees: 51-200 | Williamsport, PA, United States | 51-200 | Exact match | 54 contacts → |
“We refuse to use a “cookie cutter,” one-size-fits-all approach to legal planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Thompson & Associatesceplan.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Eagle Financial Group, INCeaglefinancialgroup.com HQ: Frisco, TX, United StatesReported employees: 51-200 | Frisco, TX, United States | 51-200 | Exact match | 51 contacts → |
“Eagle Financial Group is in the business of preserving people’s assets since.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Legacy Assurance Planlegacyassuranceplan.com HQ: University Park, FL, United StatesReported employees: 51-200 | University Park, FL, United States | 51-200 | Exact match | 51 contacts → |
“Legacy Plan is a membership-based holistic estate planning service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Weinstock Manionweinstocklaw.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 49 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Infinitas, LLCinfinitaskc.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 45 contacts → |
“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Chalgian & Tripp LAW Offices, Pllcmielderlaw.com HQ: East Lansing, MI, United StatesReported employees: 11-50 | East Lansing, MI, United States | 11-50 | Exact match | 44 contacts → |
“Chalgian & Tripp Law Offices is a law firm focused exclusively in the areas of estate planning, elder law, probate litigation, and special needs planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Capital Management Groupcmgnewyork.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BKA Financial, A Simplicity Companybkafinancial.com HQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 42 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LAW & Associates, INClawandassociates.com HQ: Glen Echo, MD, United StatesReported employees: Not recorded | Glen Echo, MD, United States | Not recorded | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | HQ: West Conshohocken, PA, United StatesReported employees: 11-50 | West Conshohocken, PA, United States | 11-50 | Exact match | 40 contacts → |
“Heckscher, Teillon, Terrill & Sager, founded in 1994, provides sophisticated estate and tax planning and fiduciary related services in a personalized setting for individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Allen Capital Groupallencapgroup.com HQ: Grand Island, NE, United StatesReported employees: 11-50 | Grand Island, NE, United States | 11-50 | Exact match | 37 contacts → |
“Allen Capital Group Investment | Trust | Tax A comprehensive financial planning firm specializing in portfolio management and estate planning, serving: Individuals Businesses…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Special needs planning services: dataset insights
November 6, 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
1,876 records in the displayed employee bands.
12 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 1,888 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: November 6, 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 ↗
Special needs planning services by metro
Questions about this company list
What does Exact match mean for special needs planning services?
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 special needs planning services did RevenueBase find based in the United States?
The saved snapshot records 1,888 matching company records, 13,225 tracked contacts and 4,572 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: November 6, 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
Special needs planning services by geography
- Special needs planning services based in London, United Kingdom
- Special needs planning services based in New York, United States
- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands
- Special needs planning services based in South Africa
- Special needs planning services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 special needs planning services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/special-needs-planning-services/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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- Special needs planning services based in London, United Kingdom
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- Special needs planning services based in Australia
- Special needs planning services based in Canada
- Special needs planning services based in France
- Special needs planning services based in the Netherlands