Company lists · Data refreshed September 2026
Top 25 Wealth transfer specialists based in the United States
RevenueBase identified 2,981 company matches for wealth transfer specialists associated with 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 company matches for wealth transfer specialists 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 September 22, 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 specialists based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 1,885 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 1,217 contacts → | ||||
Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 771 contacts → | ||||
Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 692 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 586 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 542 contacts → | ||||
Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 534 contacts → | ||||
Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 520 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 399 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 364 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 303 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 296 contacts → | ||||
Exact match “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 243 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 206 contacts → | ||||
Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 192 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 174 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 166 contacts → | ||||
Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 160 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 151 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 140 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 130 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 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 specialists”. 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 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, 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 2,981 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 specialists” 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 29,526 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 September 22, 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.
Wealth transfer specialists by metro
- Wealth transfer specialists in New York102
- Wealth transfer specialists in San Diego56
- Wealth transfer specialists in Atlanta54
- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Austin38
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
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 specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in the United States?
RevenueBase identified 2,981 company matches for wealth transfer specialists associated with the United States as of September 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer specialists?
New York leads with 102 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 29,526 professional contacts with verified work emails tracked across these 2,981 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 September 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,981 wealth transfer specialists based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
- Wealth transfer specialists based in Boca Raton, 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
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 25 wealth transfer specialists 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 2,981 matching company records for wealth transfer specialists based in the United States, with 66,030 tracked contacts and 29,526 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: September 22, 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 specialists 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 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Creative Planningcreativeplanning.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,885 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BNY Wealthbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Northern Trust Wealth Managementnortherntrust.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monetamonetagroup.com HQ: Clayton, MO, United StatesReported employees: 501-1,000 | Clayton, MO, United States | 501-1,000 | Exact match | 586 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lido Advisorslidoadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MAI Capital Managementmai.capitalHQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Allworth Financialallworthfinancial.comHQ: Folsom, CA, United StatesReported employees: 201-500 | Folsom, CA, United States | 201-500 | Exact match | 364 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Alex. Brownalexbrown.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Whittier Trust Companywhittiertrust.comHQ: Pasadena, CA, United StatesReported employees: 201-500 | Pasadena, CA, United States | 201-500 | Exact match | 303 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Asset Mindset Advisorsasm.comHQ: York, United StatesReported employees: 51-200 | York, United States | 51-200 | Exact match | 296 contacts → |
“Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tolleson Wealth Managementtollesonwealth.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mission Wealthmissionwealth.comHQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 192 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Larson Financiallarson.comHQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 166 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Laird Norton Wetherbylnwadvisors.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 151 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Hemenway & Barnes LLPhembar.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 140 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  wealth.comwealth.comHQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,981 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
2,973 records in the displayed employee bands.
8 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 2,981 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: September 22, 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 ↗
Wealth transfer specialists by metro
- Wealth transfer specialists in New York102
- Wealth transfer specialists in San Diego56
- Wealth transfer specialists in Atlanta54
- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Austin38
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in the United States?
The saved snapshot records 2,981 matching company records, 66,030 tracked contacts and 29,526 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: September 22, 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 specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
- Wealth transfer specialists based in Boca Raton, United States
Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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 specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 25 wealth transfer specialists based in the United States
RevenueBase records 2,981 matching company records for wealth transfer specialists based in the United States, with 66,030 tracked contacts and 29,526 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: September 22, 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 specialists 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 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Creative Planningcreativeplanning.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,885 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BNY Wealthbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Northern Trust Wealth Managementnortherntrust.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monetamonetagroup.com HQ: Clayton, MO, United StatesReported employees: 501-1,000 | Clayton, MO, United States | 501-1,000 | Exact match | 586 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lido Advisorslidoadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 542 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MAI Capital Managementmai.capital HQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Allworth Financialallworthfinancial.com HQ: Folsom, CA, United StatesReported employees: 201-500 | Folsom, CA, United States | 201-500 | Exact match | 364 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alex. Brownalexbrown.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Whittier Trust Companywhittiertrust.com HQ: Pasadena, CA, United StatesReported employees: 201-500 | Pasadena, CA, United States | 201-500 | Exact match | 303 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Asset Mindset Advisorsasm.com HQ: York, United StatesReported employees: 51-200 | York, United States | 51-200 | Exact match | 296 contacts → |
“Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tolleson Wealth Managementtollesonwealth.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mission Wealthmissionwealth.com HQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 192 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Larson Financiallarson.com HQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 166 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Laird Norton Wetherbylnwadvisors.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 151 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hemenway & Barnes LLPhembar.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 140 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | wealth.comwealth.com HQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Wealth transfer specialists: dataset insights
September 22, 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
2,973 records in the displayed employee bands.
8 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 2,981 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: September 22, 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 ↗
Wealth transfer specialists by metro
- Wealth transfer specialists in New York102
- Wealth transfer specialists in San Diego56
- Wealth transfer specialists in Atlanta54
- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Austin38
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in the United States?
The saved snapshot records 2,981 matching company records, 66,030 tracked contacts and 29,526 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: September 22, 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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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