Company lists · Data refreshed November 2026

Top 25 Charitable trust advisors worldwide

RevenueBase identified 314 company matches for charitable trust advisors worldwide as of November 2026 and tracks 3,187 professional contacts across them, including 1,483 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for charitable trust advisors worldwide, 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. Country and city lists for charitable trust advisors follow the table.

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
314Companies
3,187Contacts tracked
1,483Verified emails
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The 25 largest charitable trust advisors worldwide

Ranked by team size
Top 25 of 314 company matches for charitable trust advisors worldwide, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchIndianapolis, IN, United StatesHQ recorded Nov 6, 2026201-500418 contacts →

Exact match

“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchJenkintown, PA, United StatesHQ recorded Nov 6, 2026201-500289 contacts →

Exact match

“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSoutheastern, PA, United StatesHQ recorded Nov 6, 202651-200164 contacts →

Exact match

“Vanguard Charitable is a leading U.S.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchRedwood Shores, MO, United StatesHQ recorded Nov 6, 202651-20099 contacts →

Exact match

“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchHudson, OH, United StatesHQ recorded Nov 6, 202651-20079 contacts →

Exact match

“Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchLong Beach, WA, United StatesHQ recorded Nov 6, 202611-5062 contacts →

Exact match

“Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBrentwood, NC, United StatesHQ recorded Nov 6, 202611-5053 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 · Nov 6, 2026 · View company records in RevenueBase
8Exact matchNeenah, WI, United StatesHQ recorded Nov 6, 202611-5051 contacts →

Exact match

“Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchNew York, United StatesHQ recorded Nov 6, 202651-20051 contacts →

Exact match

“The ELMA Philanthropies provides philanthropic advisory services to the ELMA Group of Foundations from offices in New York, Cape Town, Johannesburg, and Kampala.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchAlbuquerque, NM, United StatesHQ recorded Nov 6, 202611-5040 contacts →

Exact match

“In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-5040 contacts →

Exact match

“Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNashville, TN, United StatesHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“Equitable Trust is an independent, employee owned trust company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchReston, VA, United StatesHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“Sterling Foundation Management is the oldest national private foundation management firm in the country and is the nation's leading facilitator of sales of income interests in…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchHershey, PA, United StatesHQ recorded Nov 6, 202611-5035 contacts →

Exact match

“Founded in 1905 by Milton S.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“GMA Foundations helps you define a clear path to transformative philanthropy, and then walks the path with you as an ally and a guide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchHuntsville, AL, United StatesHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“At Twickenham Advisors, our four generations of fiduciary advisors are deeply dedicated to our clients, even beyond the protection and preservation of their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchAshburn, VA, United StatesHQ recorded Nov 6, 202611-5025 contacts →

Exact match

“United Charitable is a national 501(c)(3) nonprofit that helps individuals, families, businesses, financial advisors and athletes bring their philanthropic visions to life.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchSalt Lake City, UT, United StatesHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Philanthropy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSioux Falls, SD, United StatesHQ recorded Nov 6, 20261-1022 contacts →

Exact match

“One-of-a-Kind Trust Administration Services Leveraging the Power of Independent Thinking Sterling Trustees is a privately held, South Dakota-chartered trust administration company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchUnited StatesHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“Senior Accountant”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchLouisville, KY, United StatesHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchSalem, NH, United StatesHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Hemenway Trust Company has deep roots in New England.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchFort Collins, CO, United StatesHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“The NoCo Foundation serves as a community think tank, a catalyst for community projects, a service provider to philanthropists and nonprofit organizations, and a trusted steward…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchTetbury, United KingdomHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“The Trust Partnership is a specialist in Trust Management and Administration, Community Investment and CSR.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 314 charitable trust advisors worldwide

See the full list, filter by size, metro and specialty, and access 1,483 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Charitable trust advisors worldwide at a glance

As of Nov 6, 2026
46.5%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
2.9%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
240
11-50
56
51-200
9
201-500
4

Email recency is reported on each country list linked below.

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.
Coverage
Every country. Country and city lists for charitable trust advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “charitable trust advisors” 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. 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 1,483 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.

Charitable trust advisors by location

1 lists · largest first

Every Charitable trust advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

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 “charitable trust advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many charitable trust advisors are there worldwide?

RevenueBase identified 314 company matches for charitable trust advisors worldwide 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?

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

Which country has the most charitable trust advisors?

The United States leads with 183 companies. Every charitable trust advisors list by country and city is linked on this page.

Which city has the most charitable trust advisors?

New York leads with 9 company records, followed by Chicago (8) and London (8).

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 1,483 professional contacts with verified work emails tracked across these 314 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.