Company lists · Data refreshed November 2026
Top 25 Wealth transfer consultants based in the United States
RevenueBase identified 1,857 company matches for wealth transfer consultants associated with the United States as of November 2026 and tracks 16,694 professional contacts across them, including 8,529 with verified work emails. New York is the largest hub.
This list covers company matches for wealth transfer consultants 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 wealth transfer consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 774 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 641 contacts → | ||||
Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 610 contacts → | ||||
Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 436 contacts → | ||||
Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 254 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 220 contacts → | ||||
Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 189 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 168 contacts → | ||||
Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 160 contacts → | ||||
Exact match “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 149 contacts → | ||||
Exact match “Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 147 contacts → | ||||
Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 143 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 141 contacts → | ||||
Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 132 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 130 contacts → | ||||
Exact match “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 122 contacts → | ||||
Exact match “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 108 contacts → | ||||
Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 103 contacts → | ||||
Exact match “We are Bridges Trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 103 contacts → | ||||
Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 101 contacts → | ||||
Exact match “Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 96 contacts → | ||||
Exact match “JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 90 contacts → | ||||
Exact match “Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 85 contacts → | ||||
Exact match “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 79 contacts → | ||||
Exact match “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 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 | |||||
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 “wealth transfer consultants”. 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 1,857 wealth transfer consultants based in the United States
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Wealth transfer consultants 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 1,857 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 “wealth transfer consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 8,529 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.
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 “wealth transfer consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer consultants are there based in the United States?
RevenueBase identified 1,857 company matches for wealth transfer consultants 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?
Pathstone tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer consultants?
New York leads with 48 company records, followed by Atlanta (40) and Chicago (29).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 8,529 professional contacts with verified work emails tracked across these 1,857 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 1,857 wealth transfer consultants based in the United States. Start with a free account, no credit card.
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Wealth transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
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
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants 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 1,857 matching company records for wealth transfer consultants based in the United States, with 16,694 tracked contacts and 8,529 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 wealth transfer consultants 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 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 774 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monetamonetagroup.comHQ: Clayton, CO, United StatesReported employees: 501-1,000 | Clayton, CO, United States | 501-1,000 | Exact match | 641 contacts → |
“Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BMO Wealth Management - U.Suswealth.bmo.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 610 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fiduciary Trust Internationalfiduciarytrust.comHQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 254 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mission Wealthmissionwealth.comHQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 220 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 189 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Laird Norton Wetherbylnwadvisors.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 160 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Diversified Trustdiversifiedtrust.comHQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cumberland Trustcumberlandtrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Parallel Advisors, LLCparalleladvisors.comHQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Signaturefdsignaturefd.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 130 contacts → |
“At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  AMG National Trustamgnational.comHQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 122 contacts → |
“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Loring, Wolcott & Coolidge Trust, LLClwcotrust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 108 contacts → |
“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bridges Trustbridgestrust.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 103 contacts → |
“We are Bridges Trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ascent Private Capital Management Of U.S. Bankascent.usbank.comHQ: Minneapolis, WA, United StatesReported employees: 51-200 | Minneapolis, WA, United States | 51-200 | Exact match | 103 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Keel Pointkeelpoint.comHQ: Huntsville, VA, United StatesReported employees: 51-200 | Huntsville, VA, United States | 51-200 | Exact match | 101 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  JMG Financial Group, LTDjmgfinancial.comHQ: Downers Grove, FL, United StatesReported employees: 51-200 | Downers Grove, FL, United States | 51-200 | Exact match | 96 contacts → |
“JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Trust Company Of Oklahomatrustok.comHQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 90 contacts → |
“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  True North Advisorstruenorthadvisors.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 85 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Plante Moran Wealth Managementplantemoran.comHQ: Southfield, MI, United StatesReported employees: 201-500 | Southfield, MI, United States | 201-500 | Exact match | 79 contacts → |
“As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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. | |||||
Showing 25 of 1,857 company matches
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Wealth transfer consultants: 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
1,851 records in the displayed employee bands.
6 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 1,857 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 ↗
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 wealth transfer consultants did RevenueBase find based in the United States?
The saved snapshot records 1,857 matching company records, 16,694 tracked contacts and 8,529 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
Wealth transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/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
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants based in the United States
RevenueBase records 1,857 matching company records for wealth transfer consultants based in the United States, with 16,694 tracked contacts and 8,529 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 wealth transfer consultants 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 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 774 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monetamonetagroup.com HQ: Clayton, CO, United StatesReported employees: 501-1,000 | Clayton, CO, United States | 501-1,000 | Exact match | 641 contacts → |
“Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BMO Wealth Management - U.Suswealth.bmo.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 610 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fiduciary Trust Internationalfiduciarytrust.com HQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 254 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mission Wealthmissionwealth.com HQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 220 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 189 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Laird Norton Wetherbylnwadvisors.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 160 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Diversified Trustdiversifiedtrust.com HQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cumberland Trustcumberlandtrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Parallel Advisors, LLCparalleladvisors.com HQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Signaturefdsignaturefd.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 130 contacts → |
“At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | AMG National Trustamgnational.com HQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 122 contacts → |
“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Loring, Wolcott & Coolidge Trust, LLClwcotrust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 108 contacts → |
“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bridges Trustbridgestrust.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 103 contacts → |
“We are Bridges Trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ascent Private Capital Management Of U.S. Bankascent.usbank.com HQ: Minneapolis, WA, United StatesReported employees: 51-200 | Minneapolis, WA, United States | 51-200 | Exact match | 103 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Keel Pointkeelpoint.com HQ: Huntsville, VA, United StatesReported employees: 51-200 | Huntsville, VA, United States | 51-200 | Exact match | 101 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | JMG Financial Group, LTDjmgfinancial.com HQ: Downers Grove, FL, United StatesReported employees: 51-200 | Downers Grove, FL, United States | 51-200 | Exact match | 96 contacts → |
“JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Trust Company Of Oklahomatrustok.com HQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 90 contacts → |
“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | True North Advisorstruenorthadvisors.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 85 contacts → |
“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Plante Moran Wealth Managementplantemoran.com HQ: Southfield, MI, United StatesReported employees: 201-500 | Southfield, MI, United States | 201-500 | Exact match | 79 contacts → |
“As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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. | |||||
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Wealth transfer consultants: 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
1,851 records in the displayed employee bands.
6 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 1,857 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 ↗
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 wealth transfer consultants did RevenueBase find based in the United States?
The saved snapshot records 1,857 matching company records, 16,694 tracked contacts and 8,529 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
Wealth transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/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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- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States