Company lists · Data refreshed October 2026
Top 25 Beneficiary distribution services based in the United States
RevenueBase identified 2,234 company matches for beneficiary distribution services associated with the United States as of October 2026 and tracks 11,596 professional contacts across them, including 5,408 with verified work emails. San Diego is the largest hub.
This list covers company matches for beneficiary distribution services 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 October 8, 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 beneficiary distribution services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 338 contacts → | ||||
Exact match “Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 165 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 141 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 140 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 123 contacts → | ||||
Exact match “Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 87 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 · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 79 contacts → | ||||
Exact match “We’re powering wealth across generations by handling the hardest parts of estate settlement and taking tedious tasks off the plates of anyone who’s experienced the loss of a loved…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 68 contacts → | ||||
Exact match “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 66 contacts → | ||||
Exact match “Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 61 contacts → | ||||
Exact match “The Probate Pro® is America's Probate Law Firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 56 contacts → | ||||
Exact match “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 55 contacts → | ||||
Exact match “Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 54 contacts → | ||||
Exact match “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 53 contacts → | ||||
Exact match “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 53 contacts → | ||||
Exact match “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 53 contacts → | ||||
Exact match “One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 52 contacts → | ||||
Exact match “Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 52 contacts → | ||||
Exact match “Old North State Trust Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 19 | 50 contacts → | ||||
Exact match “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 20 | 41 contacts → | ||||
Exact match “BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 21 | 40 contacts → | ||||
Exact match “As experts in the areas of estate planning, trust administration, income tax planning, legacy protection, and much more, CunninghamLegal is dedicated to making sure your estate…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 22 | 40 contacts → | ||||
Exact match “Welcome to RMO LLP!” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 23 | 39 contacts → | ||||
Exact match “Equitable Trust is an independent, employee owned trust company.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 24 | 39 contacts → | ||||
Exact match “Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 25 | 39 contacts → | ||||
Exact match “We are an Orange County trust administration and litigation law firm that helps Southern California-based family trust successor trustees perform their duties as trustees.” Recorded in the RevenueBase company graph · Oct 8, 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 “beneficiary distribution services”. 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 2,234 beneficiary distribution services based in the United States
See the full list, filter by size, metro and specialty, and access 5,408 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Beneficiary distribution services based in the United States at a glance
As of Oct 8, 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 2,234 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 “beneficiary distribution services” 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 5,408 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 October 8, 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.
Beneficiary distribution services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “beneficiary distribution services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many beneficiary distribution services are there based in the United States?
RevenueBase identified 2,234 company matches for beneficiary distribution services associated with the United States as of October 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?
KCC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most beneficiary distribution services?
San Diego leads with 51 company records, followed by New York (47) and Houston (36).
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 5,408 professional contacts with verified work emails tracked across these 2,234 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 October 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,234 beneficiary distribution services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Beneficiary distribution services by geography
- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States
- Beneficiary distribution services based in Australia
- Beneficiary distribution services based in Canada
- Beneficiary distribution services based in the Netherlands
- Beneficiary distribution services based in South Africa
- Beneficiary distribution services based in the United Kingdom
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
- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States
Company intelligence · public preview
Top 25 beneficiary distribution services 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 2,234 matching company records for beneficiary distribution services based in the United States, with 11,596 tracked contacts and 5,408 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: October 8, 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 beneficiary distribution services 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 |  KCCveritaglobal.comHQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 338 contacts → |
“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 165 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cumberland Trustcumberlandtrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 141 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 140 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Baird Trust Company Baird Trustrwbaird.comHQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 123 contacts → |
“Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FRA Trust Advisorsfratrust.com HQ: O Fallon, IL, United StatesReported employees: 11-50 | O Fallon, IL, United States | 11-50 | Exact match | 87 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ALIXmeetalix.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 79 contacts → |
“We’re powering wealth across generations by handling the hardest parts of estate settlement and taking tedious tasks off the plates of anyone who’s experienced the loss of a loved…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 68 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Peak Trust Companypeaktrust.com HQ: Anchorage, AK, United StatesReported employees: 11-50 | Anchorage, AK, United States | 11-50 | Exact match | 66 contacts → |
“Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Probate PROtheprobatepro.comHQ: Royal Oak, MI, United StatesReported employees: 51-200 | Royal Oak, MI, United States | 51-200 | Exact match | 61 contacts → |
“The Probate Pro® is America's Probate Law Firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Evans & Davisevansdavis.comHQ: Edmond, OK, United StatesReported employees: 51-200 | Edmond, OK, United States | 51-200 | Exact match | 56 contacts → |
“Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Accurate Advisory Group INCaccurateadvisory.comHQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 55 contacts → |
“Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  JKZ LLPjkzllp.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 54 contacts → |
“At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Blum Firm, P.Ctheblumfirm.comHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Keystone LAW Group, P.Ckeystone-law.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 53 contacts → |
“At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pierro, Connor & Strauss, LLCpierrolaw.com HQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 53 contacts → |
“One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Advocacy Trustadvocacytrust.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 52 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | OLD North State Trustoldnorthstatetrust.com HQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 52 contacts → |
“Old North State Trust Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Weinstock Manionweinstocklaw.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 50 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  BKA Financial, A Simplicity Companybkafinancial.comHQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 41 contacts → |
“BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cunninghamlegalcunninghamlegal.com HQ: Auburn, CA, United StatesReported employees: 11-50 | Auburn, CA, United States | 11-50 | Exact match | 40 contacts → |
“As experts in the areas of estate planning, trust administration, income tax planning, legacy protection, and much more, CunninghamLegal is dedicated to making sure your estate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  RMO LLPrmolawyers.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 40 contacts → |
“Welcome to RMO LLP!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Equitable Trustequitableco.comHQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 39 contacts → |
“Equitable Trust is an independent, employee owned trust company.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alliance Trust Company Of Nevadaalliancetrustcompany.comHQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 39 contacts → |
“Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Legacy Lawyersthelegacylawyers.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 39 contacts → |
“We are an Orange County trust administration and litigation law firm that helps Southern California-based family trust successor trustees perform their duties as trustees.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,234 company matches
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Beneficiary distribution services: dataset insights
October 8, 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
2,227 records in the displayed employee bands.
7 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 2,234 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: October 8, 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 ↗
Beneficiary distribution services by metro
Questions about this company list
What does Exact match mean for beneficiary distribution services?
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 beneficiary distribution services did RevenueBase find based in the United States?
The saved snapshot records 2,234 matching company records, 11,596 tracked contacts and 5,408 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: October 8, 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
Beneficiary distribution services by geography
- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States
- Beneficiary distribution services based in Australia
- Beneficiary distribution services based in Canada
- Beneficiary distribution services based in the Netherlands
- Beneficiary distribution services based in South Africa
- Beneficiary distribution services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 beneficiary distribution services based in the United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/beneficiary-distribution-services/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
- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States
Company intelligence · public preview
Top 25 beneficiary distribution services based in the United States
RevenueBase records 2,234 matching company records for beneficiary distribution services based in the United States, with 11,596 tracked contacts and 5,408 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: October 8, 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 beneficiary distribution services 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 | KCCveritaglobal.com HQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 338 contacts → |
“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 | 165 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cumberland Trustcumberlandtrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 141 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 140 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Baird Trust Company Baird Trustrwbaird.com HQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 123 contacts → |
“Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FRA Trust Advisorsfratrust.com HQ: O Fallon, IL, United StatesReported employees: 11-50 | O Fallon, IL, United States | 11-50 | Exact match | 87 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 · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ALIXmeetalix.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 79 contacts → |
“We’re powering wealth across generations by handling the hardest parts of estate settlement and taking tedious tasks off the plates of anyone who’s experienced the loss of a loved…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 68 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Peak Trust Companypeaktrust.com HQ: Anchorage, AK, United StatesReported employees: 11-50 | Anchorage, AK, United States | 11-50 | Exact match | 66 contacts → |
“Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Probate PROtheprobatepro.com HQ: Royal Oak, MI, United StatesReported employees: 51-200 | Royal Oak, MI, United States | 51-200 | Exact match | 61 contacts → |
“The Probate Pro® is America's Probate Law Firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Evans & Davisevansdavis.com HQ: Edmond, OK, United StatesReported employees: 51-200 | Edmond, OK, United States | 51-200 | Exact match | 56 contacts → |
“Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Accurate Advisory Group INCaccurateadvisory.com HQ: Wesley Chapel, FL, United StatesReported employees: 11-50 | Wesley Chapel, FL, United States | 11-50 | Exact match | 55 contacts → |
“Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | JKZ LLPjkzllp.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 54 contacts → |
“At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Blum Firm, P.Ctheblumfirm.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 53 contacts → |
“Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Keystone LAW Group, P.Ckeystone-law.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 53 contacts → |
“At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pierro, Connor & Strauss, LLCpierrolaw.com HQ: Latham, NY, United StatesReported employees: 11-50 | Latham, NY, United States | 11-50 | Exact match | 53 contacts → |
“One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advocacy Trustadvocacytrust.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 52 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | OLD North State Trustoldnorthstatetrust.com HQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 52 contacts → |
“Old North State Trust Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Weinstock Manionweinstocklaw.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 50 contacts → |
“For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BKA Financial, A Simplicity Companybkafinancial.com HQ: Summit, NJ, United StatesReported employees: 51-200 | Summit, NJ, United States | 51-200 | Exact match | 41 contacts → |
“BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cunninghamlegalcunninghamlegal.com HQ: Auburn, CA, United StatesReported employees: 11-50 | Auburn, CA, United States | 11-50 | Exact match | 40 contacts → |
“As experts in the areas of estate planning, trust administration, income tax planning, legacy protection, and much more, CunninghamLegal is dedicated to making sure your estate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | RMO LLPrmolawyers.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 40 contacts → |
“Welcome to RMO LLP!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Equitable Trustequitableco.com HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 39 contacts → |
“Equitable Trust is an independent, employee owned trust company.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alliance Trust Company Of Nevadaalliancetrustcompany.com HQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 39 contacts → |
“Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Legacy Lawyersthelegacylawyers.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 39 contacts → |
“We are an Orange County trust administration and litigation law firm that helps Southern California-based family trust successor trustees perform their duties as trustees.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Beneficiary distribution services: dataset insights
October 8, 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
2,227 records in the displayed employee bands.
7 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 2,234 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: October 8, 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 ↗
Beneficiary distribution services by metro
Questions about this company list
What does Exact match mean for beneficiary distribution services?
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 beneficiary distribution services did RevenueBase find based in the United States?
The saved snapshot records 2,234 matching company records, 11,596 tracked contacts and 5,408 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: October 8, 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
Beneficiary distribution services by geography
- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States
- Beneficiary distribution services based in Australia
- Beneficiary distribution services based in Canada
- Beneficiary distribution services based in the Netherlands
- Beneficiary distribution services based in South Africa
- Beneficiary distribution services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 beneficiary distribution services based in the United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/beneficiary-distribution-services/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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- Beneficiary distribution services based in Austin, United States
- Beneficiary distribution services based in Chicago, United States
- Beneficiary distribution services based in Denver, United States
- Beneficiary distribution services based in Houston, United States
- Beneficiary distribution services based in New York, United States
- Beneficiary distribution services based in San Diego, United States