Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies worldwide

Name: Fiduciary services companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 11,458 companies tracked

RevenueBase identified 11,458 fiduciary services companies worldwide as of September 2026 and tracks 186,710 professional contacts across them, including 77,997 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers fiduciary services companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for fiduciary services companies follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

11,458Companies

186,710Contacts tracked

77,997Verified emails

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The 25 largest fiduciary services companies worldwide

Ranked by team size

Top 25 of 11,458 fiduciary services companies worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	The Citco Group Limited	Indirect evidence	Grand Cayman, United StatesHQ checked Sep 20, 2026	5,001-10,000	11,678 contacts →
	Indirect evidence “Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and…” Source: RevenueBase Database · checked Sep 20, 2026
3	IG Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	6,589 contacts →
	Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
4	Western & Southern Financial Group	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,725 contacts →
	Indirect evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
5	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 20, 2026
6	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 20, 2026
7	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 20, 2026
8	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
9	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 20, 2026	501-1,000	1,555 contacts →
	Indirect evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 20, 2026
10	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
11	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 20, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 20, 2026
12	Alianza Fiduciaria	Strong evidence	Bogotá, ColombiaHQ checked Sep 20, 2026	1,001-5,000	1,327 contacts →
	Strong evidence “Alianza Fiduciaria y Alianza Valores, empresas caracterizadas por su innovación en la estructuración de negocios fiduciarios, por su amplia oferta de negocios de inversión a…” Source: RevenueBase Database · checked Sep 20, 2026
13	Perpetual Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1,001-5,000	1,261 contacts →
	Indirect evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 20, 2026
14	Focus Partners	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,249 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 20, 2026
15	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
16	PSG Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 20, 2026	501-1,000	1,173 contacts →
	Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 20, 2026
17	Trident Trust	Strong evidence	Nassau, United KingdomHQ checked Sep 20, 2026	1,001-5,000	989 contacts →
	Strong evidence “Founded in 1978, Trident Trust is a leading independent corporate, fiduciary and fund administrator, employing over 1,100 staff across a global footprint that spans Africa, the…” Source: RevenueBase Database · checked Sep 20, 2026
18	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026
19	VBP	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1,001-5,000	882 contacts →
	Indirect evidence “Built for Advice Firms.” Source: RevenueBase Database · checked Sep 20, 2026
20	Zedra Group	Indirect evidence	St. Helier, JerseyHQ checked Sep 20, 2026	1,001-5,000	813 contacts →
	Indirect evidence “We are ZEDRA.” Source: RevenueBase Database · checked Sep 20, 2026
21	Fiduciaria Bogotá	Strong evidence	Bogota, ColombiaHQ checked Sep 20, 2026	501-1,000	718 contacts →
	Strong evidence “Esta página hace parte de la evolución de las fiduciarias del Grupo Aval.” Source: RevenueBase Database · checked Sep 20, 2026
22	Security Benefit	Indirect evidence	Topeka, KS, United StatesHQ checked Sep 20, 2026	501-1,000	686 contacts →
	Indirect evidence “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Source: RevenueBase Database · checked Sep 20, 2026
23	Beacon Pointe	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	501-1,000	640 contacts →
	Indirect evidence “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Source: RevenueBase Database · checked Sep 20, 2026
24	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 20, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 20, 2026
25	RMB	Indirect evidence	Sandton, South AfricaHQ checked Sep 20, 2026	1,001-5,000	586 contacts →
	Indirect evidence “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 11,458 fiduciary services companies worldwide

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Fiduciary services companies worldwide at a glance

As of Sep 20, 2026

41.8%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

8,014

11-50

2,627

51-200

530

201-500

127

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for fiduciary services companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “fiduciary services companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fiduciary services companies, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 77,997 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary services companies by location

81 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

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

How many fiduciary services companies are there worldwide?

RevenueBase identified 11,458 fiduciary services companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which country has the most fiduciary services companies?

The United States leads with 6,633 companies, followed by Switzerland (962) and the United Kingdom (355). Every fiduciary services companies list by country and city is linked on this page.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by London (117) and Houston (95).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 77,997 verified decision-maker contacts tracked across these 11,458 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.