Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in the United States

Name: Wealth transfer specialists based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 2,981 companies tracked

RevenueBase identified 2,981 wealth transfer specialists headquartered in the United States as of September 2026 and tracks 66,030 professional contacts across them, including 29,526 with verified work emails. New York is the largest hub.

This list covers wealth transfer specialists headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

2,981Companies

66,030Contacts tracked

29,526Verified emails

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The 25 largest wealth transfer specialists based in the United States

Ranked by team size

Top 25 of 2,981 wealth transfer specialists based in the United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 22, 2026
2	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 22, 2026
3	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 22, 2026
4	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 22, 2026
5	Northern Trust Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	10001+	771 contacts →
	Partial evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 22, 2026
6	Pathstone	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 22, 2026	501-1,000	692 contacts →
	Partial evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 22, 2026
7	Moneta	Partial evidence	Clayton, MO, United StatesHQ checked Sep 22, 2026	501-1,000	586 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
8	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 22, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 22, 2026
9	BMO Wealth Management - U.S	Partial evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	5,001-10,000	534 contacts →
	Partial evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 22, 2026
10	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 22, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 22, 2026
11	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 22, 2026	201-500	399 contacts →
	Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 22, 2026
12	Allworth Financial	Partial evidence	Folsom, CA, United StatesHQ checked Sep 22, 2026	201-500	364 contacts →
	Partial evidence “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Source: RevenueBase Database · checked Sep 22, 2026
13	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 22, 2026
14	Whittier Trust Company	Indirect evidence	Pasadena, CA, United StatesHQ checked Sep 22, 2026	201-500	303 contacts →
	Indirect evidence “Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Source: RevenueBase Database · checked Sep 22, 2026
15	Asset Mindset Advisors	Partial evidence	York, United StatesHQ checked Sep 22, 2026	51-200	296 contacts →
	Partial evidence “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Source: RevenueBase Database · checked Sep 22, 2026
16	SCS	Strong evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	243 contacts →
	Strong evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 22, 2026
17	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 22, 2026
18	Mission Wealth	Partial evidence	Santa Barbara, CA, United StatesHQ checked Sep 22, 2026	201-500	192 contacts →
	Partial evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 22, 2026
19	Fiduciary Trust Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	174 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
20	Larson Financial	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 22, 2026	201-500	166 contacts →
	Indirect evidence “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Source: RevenueBase Database · checked Sep 22, 2026
21	Harrison LLP	Partial evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 22, 2026	201-500	160 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
22	Laird Norton Wetherby	Partial evidence	Seattle, WA, United StatesHQ checked Sep 22, 2026	51-200	151 contacts →
	Partial evidence “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Source: RevenueBase Database · checked Sep 22, 2026
23	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	140 contacts →
	Indirect evidence “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 22, 2026
24	Universal Wealth	Partial evidence	Surprise, AZ, United StatesHQ checked Sep 22, 2026	1,001-5,000	133 contacts →
	Partial evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 22, 2026
25	wealth.com	Partial evidence	Tempe, AZ, United StatesHQ checked Sep 22, 2026	51-200	130 contacts →
	Partial evidence “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth transfer specialists. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,981 wealth transfer specialists based in the United States

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Wealth transfer specialists based in the United States at a glance

As of Sep 22, 2026

44.7%Verified-email coverage

22.2Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

2,157

11-50

682

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,981 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth transfer specialists, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “wealth transfer specialists”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth transfer specialists), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth transfer specialists, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 29,526 across the full list. 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 September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth transfer specialists by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth transfer specialists, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth transfer specialists are there based in the United States?

RevenueBase identified 2,981 wealth transfer specialists headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

New York leads with 97 headquartered companies, followed by San Diego (56) and Atlanta (54).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 29,526 verified decision-maker contacts tracked across these 2,981 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.