Company lists · Data refreshed November 2026

Top 24 Wealth transfer specialists based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 53 companies tracked

RevenueBase identified 53 company matches for wealth transfer specialists associated with Phoenix, United States as of November 2026 and tracks 363 professional contacts across them, including 223 with verified work emails. Across the United States, New York is the largest hub for this category (247 companies); Phoenix has 53.

This list covers company matches for wealth transfer specialists associated with Phoenix, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

53Companies

363Contacts tracked

223Verified emails

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The 24 largest wealth transfer specialists based in Phoenix, United States

Ranked by team size

Top 24 of 53 company matches for wealth transfer specialists based in Phoenix, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Provision, PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	47 contacts →
	Exact match “ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Versant Capital Management, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “Offices in Dallas and Phoenix serving clients nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	The Hebets Company	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “For 55+ years, we’ve served the country’s savviest healthcare organizations, business owners & distinguished families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	The Forakis LAW Firm, PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “We are Arizona’s premiere estate, business and charitable planning law firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Heritage Advisors, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Trustbank Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	51-200	9 contacts →
	Exact match “TrustBank has over 107 years of expertise in the financial industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Phocus Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Reliant Group Holdings, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Focalpoint Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Mathis Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Endeavor Advisors LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Maher Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Discover the values of your values The financial advisors at Maher Wealth Management believe that the only way to help our clients is to make sure that the values held dear to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Perspective Financial Services	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Building financial freedom and living your best life is within everyone’s reach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	L. ROY Papp & Associates LLP	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Meikle Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “When it comes to your finances, there are several different paths you can choose, and it is important to find the one that best fits your unique situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Chichester Financial Group LLC	Exact match	Phoenix, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	The Valhalla Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	RTS Private Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Tactical TAX & Estate Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Would you like to Divorce the IRS on your terms?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Eaton-Cambridge INC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Eaton-Cambridge, we work with families and businesses who care deeply about the important things in life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Wiser Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Wiser Advisor Group serves high-net-worth families, business owners, and select nonprofit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Fusion Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning \| Wealth Protection Strategies \| Maximizing Charitable Gifts \|…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Copper State Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “I help families and business owners avoid legacy destroying taxes, fees, and family acrimony by crafting comprehensive and insightful plans to build and leave a lasting legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Bluemount Financial, LLC	Exact match	Phoenix, MD, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.” 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 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 24 of 53 wealth transfer specialists based in Phoenix, United States

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Wealth transfer specialists based in Phoenix, United States at a glance

As of Nov 6, 2026

61.4%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 53 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 Phoenix, 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 223 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.

Wealth transfer specialists by metro in the United States

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 Phoenix, United States?

RevenueBase identified 53 company matches for wealth transfer specialists associated with Phoenix, 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?

Provision, PLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth transfer specialists?

New York leads the United States with 247 company records, followed by Atlanta (141) and Houston (139). Phoenix has 53.

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 223 professional contacts with verified work emails tracked across these 53 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.

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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 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.