Company lists · Data refreshed November 2026
Top 25 Succession planning advisors based in the United States
RevenueBase identified 655 company matches for succession planning advisors associated with the United States as of November 2026 and tracks 4,258 professional contacts across them, including 1,636 with verified work emails. Chicago is the largest hub.
This list covers company matches for succession 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.
The 25 largest succession planning advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 261 contacts → | ||||
Exact match “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 120 contacts → | ||||
Exact match “Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 118 contacts → | ||||
Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 92 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 66 contacts → | ||||
Exact match “Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 54 contacts → | ||||
Exact match “Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 45 contacts → | ||||
Exact match “Northeast Private Client Group is a boutique financial services advisory firm with a clear message and core values that keep us delivering excellence every day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 35 contacts → | ||||
Exact match “We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “Innovative Financial Group (IFG) is one of the largest OSJs within Osaic, serving nearly 200 independent financial advisors and their staff across the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 32 contacts → | ||||
Exact match “The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 31 contacts → | ||||
Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 31 contacts → | ||||
Exact match “ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 30 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 30 contacts → | ||||
Exact match “Founded in 1998, Smith & Wilkinson is a premier talent advisory firm with a national reach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 30 contacts → | ||||
Exact match “Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 27 contacts → | ||||
Exact match “BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 27 contacts → | ||||
Exact match “Experienced in tax planning, insurance, investment management and securities.Symphony Financial Services, Inc, specializes in estate, business succession, retirement and insurance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 25 contacts → | ||||
Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” 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 “succession 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 655 succession planning advisors based in the United States
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Succession planning advisors 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 655 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 “succession 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 1,636 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.
Succession 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 “succession planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many succession planning advisors are there based in the United States?
RevenueBase identified 655 company matches for succession 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?
Prairie Capital Advisors, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most succession planning advisors?
Chicago leads with 28 company records, followed by New York (22) and Houston (17).
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 1,636 professional contacts with verified work emails tracked across these 655 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 655 succession planning advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Succession planning advisors by geography
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland
- Succession planning advisors based in Australia
- Succession planning advisors based in Sao Paulo, Brazil
- Succession planning advisors based in Chicago, United States
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
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland
Company intelligence · public preview
Top 25 succession planning advisors 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 655 matching company records for succession planning advisors based in the United States, with 4,258 tracked contacts and 1,636 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 succession planning advisors 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 |  Prairie Capital Advisors, INCprairiecap.comHQ: Oakbrook Terrace, OH, United StatesReported employees: 51-200 | Oakbrook Terrace, OH, United States | 51-200 | Exact match | 371 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Marshberrymarshberry.comHQ: Woodmere, NY, United StatesReported employees: 201-500 | Woodmere, NY, United States | 201-500 | Exact match | 261 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Platinum Grouptheplatinumgrp.comHQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 120 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Vestgen Wealth Partnersvestgen.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 118 contacts → |
“At VestGen, we’re transforming succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Exit Planning Instituteexit-planning-institute.orgHQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 66 contacts → |
“Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bluespring Wealth Partnersbluespringwealth.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Elevation Pointelevationpoint.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 54 contacts → |
“Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Northeast Private Client Groupnortheastprivate.comHQ: Florham Park, NJ, United StatesReported employees: 11-50 | Florham Park, NJ, United States | 11-50 | Exact match | 45 contacts → |
“Northeast Private Client Group is a boutique financial services advisory firm with a clear message and core values that keep us delivering excellence every day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Banyanglobal Family Business Advisorsbanyan.globalHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quantum Strategiesqs2500.comHQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 38 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aspen Standard Wealthaspenstandardwealth.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Innovative Financial Group, LLCaskifg.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 33 contacts → |
“Innovative Financial Group (IFG) is one of the largest OSJs within Osaic, serving nearly 200 independent financial advisors and their staff across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Diamond Wealthdiamondwealthstrategies.comHQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 32 contacts → |
“Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.comHQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 32 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Chamberlain Group Financial Servicescgwealth.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 31 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rocg Consultingamericas.rocg.comHQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Butcherjoseph & CObutcherjoseph.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Smith & Wilkinsonsmithandwilkinson.comHQ: South Portland, ME, United StatesReported employees: 11-50 | South Portland, ME, United States | 11-50 | Exact match | 30 contacts → |
“Founded in 1998, Smith & Wilkinson is a premier talent advisory firm with a national reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pettinelli Financial Partnerspettinellifp.comHQ: Redwood City, CA, United StatesReported employees: 11-50 | Redwood City, CA, United States | 11-50 | Exact match | 30 contacts → |
“Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BPG Wealth Managementbpgnetwork.comHQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 27 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Symphony Financial Services, INCsymphony-financial.comHQ: Akron, OH, United StatesReported employees: 1-10 | Akron, OH, United States | 1-10 | Exact match | 27 contacts → |
“Experienced in tax planning, insurance, investment management and securities.Symphony Financial Services, Inc, specializes in estate, business succession, retirement and insurance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Hebets Companyhebetsco.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 25 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Succession Resource Groupsuccessionresource.comHQ: Portland, CA, United StatesReported employees: 11-50 | Portland, CA, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 655 company matches
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Succession planning advisors: 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
653 records in the displayed employee bands.
2 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 655 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 ↗
Succession planning advisors by metro
Questions about this company list
What does Exact match mean for succession planning advisors?
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 succession planning advisors did RevenueBase find based in the United States?
The saved snapshot records 655 matching company records, 4,258 tracked contacts and 1,636 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
Succession planning advisors by geography
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland
- Succession planning advisors based in Australia
- Succession planning advisors based in Sao Paulo, Brazil
- Succession planning advisors based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 succession planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-advisors/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
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland
Company intelligence · public preview
Top 25 succession planning advisors based in the United States
RevenueBase records 655 matching company records for succession planning advisors based in the United States, with 4,258 tracked contacts and 1,636 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 succession planning advisors 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 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, OH, United StatesReported employees: 51-200 | Oakbrook Terrace, OH, United States | 51-200 | Exact match | 371 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Marshberrymarshberry.com HQ: Woodmere, NY, United StatesReported employees: 201-500 | Woodmere, NY, United States | 201-500 | Exact match | 261 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Platinum Grouptheplatinumgrp.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 120 contacts → |
“Platinum Group offers a confidential place for small, mid-sized and family business owners to share their dreams, challenges and struggles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vestgen Wealth Partnersvestgen.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 118 contacts → |
“At VestGen, we’re transforming succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Exit Planning Instituteexit-planning-institute.org HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 77 contacts → |
“Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 66 contacts → |
“Since 1994, The Family Business Consulting Group has worked with enterprising families around the world to achieve one common goal: protect the integrity of the family and the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bluespring Wealth Partnersbluespringwealth.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Elevation Pointelevationpoint.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 54 contacts → |
“Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Northeast Private Client Groupnortheastprivate.com HQ: Florham Park, NJ, United StatesReported employees: 11-50 | Florham Park, NJ, United States | 11-50 | Exact match | 45 contacts → |
“Northeast Private Client Group is a boutique financial services advisory firm with a clear message and core values that keep us delivering excellence every day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quantum Strategiesqs2500.com HQ: Glen Mills, PA, United StatesReported employees: 11-50 | Glen Mills, PA, United States | 11-50 | Exact match | 38 contacts → |
“Quantum Strategies specializes in helping institutions, closely-held companies and family-owned businesses solve complex problems.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aspen Standard Wealthaspenstandardwealth.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Innovative Financial Group, LLCaskifg.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 33 contacts → |
“Innovative Financial Group (IFG) is one of the largest OSJs within Osaic, serving nearly 200 independent financial advisors and their staff across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Diamond Wealthdiamondwealthstrategies.com HQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 32 contacts → |
“Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Business Owner Succession Strategies Boss Groupbusinessownersuccessionstrategies.com HQ: Minnetonka, MN, United StatesReported employees: 11-50 | Minnetonka, MN, United States | 11-50 | Exact match | 32 contacts → |
“The Business Owner Succession Strategies (BOSS) Group provides training specifically designed to help business owners recognize the challenges of succession planning and implement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Chamberlain Group Financial Servicescgwealth.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 31 contacts → |
“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rocg Consultingamericas.rocg.com HQ: Boca Raton, FL, United StatesReported employees: Not recorded | Boca Raton, FL, United States | Not recorded | Exact match | 31 contacts → |
“ROCG is a business advisory firm focused on helping owner-led companies navigate growth, challenges, complexities, and transition with clarity and confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Smith & Wilkinsonsmithandwilkinson.com HQ: South Portland, ME, United StatesReported employees: 11-50 | South Portland, ME, United States | 11-50 | Exact match | 30 contacts → |
“Founded in 1998, Smith & Wilkinson is a premier talent advisory firm with a national reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pettinelli Financial Partnerspettinellifp.com HQ: Redwood City, CA, United StatesReported employees: 11-50 | Redwood City, CA, United States | 11-50 | Exact match | 30 contacts → |
“Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BPG Wealth Managementbpgnetwork.com HQ: Clackamas, OR, United StatesReported employees: 1-10 | Clackamas, OR, United States | 1-10 | Exact match | 27 contacts → |
“BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Symphony Financial Services, INCsymphony-financial.com HQ: Akron, OH, United StatesReported employees: 1-10 | Akron, OH, United States | 1-10 | Exact match | 27 contacts → |
“Experienced in tax planning, insurance, investment management and securities.Symphony Financial Services, Inc, specializes in estate, business succession, retirement and insurance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Hebets Companyhebetsco.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 25 contacts → |
“For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Succession Resource Groupsuccessionresource.com HQ: Portland, CA, United StatesReported employees: 11-50 | Portland, CA, United States | 11-50 | Exact match | 25 contacts → |
“Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 655 company matches
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Succession planning advisors: 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
653 records in the displayed employee bands.
2 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 655 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 ↗
Succession planning advisors by metro
Questions about this company list
What does Exact match mean for succession planning advisors?
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 succession planning advisors did RevenueBase find based in the United States?
The saved snapshot records 655 matching company records, 4,258 tracked contacts and 1,636 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
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- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland
- Succession planning advisors based in Australia
- Succession planning advisors based in Sao Paulo, Brazil
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Cite this list
RevenueBase Data Team. Top 25 succession planning advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-advisors/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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- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
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- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Canada
- Succession planning advisors based in Switzerland