Company lists · Data refreshed November 2026
Top 25 Special needs trust advisors worldwide
RevenueBase identified 116 company matches for special needs trust advisors worldwide as of November 2026 and tracks 774 professional contacts across them, including 334 with verified work emails. The United States is the largest market and Clearwater the largest hub.
This list covers company matches for special needs 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 special needs 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.
The 25 largest special needs trust advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 84 contacts → | ||||
Exact match “Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 53 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 | |||||
| 3 | 53 contacts → | ||||
Exact match “The Arc of Indiana, founded in 1956, is committed to all people with intellectual and developmental disabilities realizing their goals of living, learning, working and fully…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 25 contacts → | ||||
Exact match “Midland Trust Company is a full-service trust company providing estate administration, customized trust management, and in-house investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “Commonwealth Community Trust (CCT)is a nationwide 501(c)(3) nonprofit organization that administers affordable Third-Party and First-Party Pooled Special Needs Trusts (PSNTs).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Colorado Fund for People with Disabilities (CFPD) is one of Colorado’s leading nonprofit providers of fiduciary and professional services for people with disabilities and older…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “The Centers provides a wide range of integrated professional services specifically designed to meet the needs of attorneys and their clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Wispact Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “For over 30 years, Community Fund Ohio has served as trust advisor to over Pooled Medicaid Payback Trusts and third-party special needs trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “CPT Institute is a nationwide non-profit charity protecting individuals who are seriously disabled and unable to work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Advocates and Guardians for the Elderly & Disabled (AGED, Inc.) is a 501 (c)3 non-profit trust company that assists seniors and disabled individuals of all ages qualify for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Since 1975 the Mencap Trust Company has enabled parents, grandparents and others to set up over discretionary trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “PLAN of MA and RI is a nonprofit organization offering special needs trusts for people of all ages with mental health, developmental, and physical disabilities in the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “The Arc of NM is a community-based organization advocating for and serving people with intellectual and developmental disabilities and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “The Dale Law Firm, PC is a full service estate planning office with a specialized focus on developing estate plans that involve persons with disabilities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “PLAN of PA (Planned Lifetime Assistance Network of Pennsylvania) is a non profit organization providing Care Management support and Corporate Trustee Services Through Trust…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “First Maryland Disability Trust (FMDT) is a Maryland-based nonprofit dedicated to helping individuals with disabilities and their families protect assets while maintaining…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Ibar Special Needs Trust Advisors, previously known as IBAR Settlement Company, has assisted over 700 individuals with special needs and their families with the many day to day…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Midwest Special Needs Trust helps families of individuals with special needs plan for their financial futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Shared Horizons is a nonprofit organization created to administer a variety of special needs trusts in the capital region.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Protecting Special Needs Families Is Our Mission" Our attorneys have special needs children and specialize in special needs trusts, wills, estate plans, guardianship…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public benefits law.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Practice that specializes in helping individuals and families of children with special needs, the elderly and others in the community with Special Needs Planning, Guardianship…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Special needs trusts for loved ones with disabilities.” 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 “special needs trust advisors”. 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 116 special needs trust advisors worldwide
See the full list, filter by size, metro and specialty, and access 334 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Special needs trust advisors worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 special needs trust advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “special needs 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 334 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.
Special needs trust advisors by location
1 lists · largest firstEvery Special needs 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 “special needs trust advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many special needs trust advisors are there worldwide?
RevenueBase identified 116 company matches for special needs 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?
Capital First Trust Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most special needs trust advisors?
The United States leads with 98 companies. Every special needs trust advisors list by country and city is linked on this page.
Which city has the most special needs trust advisors?
Clearwater leads with 4 company records, followed by Denver (3) and Richmond (3).
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 334 professional contacts with verified work emails tracked across these 116 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.
Ready to reach these companies? Verified emails and direct dials for all 116 special needs trust advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 special needs trust advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 116 matching company records for special needs trust advisors worldwide, with 774 tracked contacts and 334 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: November 6, 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 special needs trust advisors worldwide
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 |  Capital First Trust Companycapitalfirsttrust.comHQ: Milwaukee, MN, United StatesReported employees: 11-50 | Milwaukee, MN, United States | 11-50 | Exact match | 84 contacts → |
“Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Advocacy Trustadvocacytrust.comHQ: Brentwood, NC, United StatesReported employees: 11-50 | Brentwood, NC, United States | 11-50 | Exact match | 53 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The ARC Of Indianaarcind.orgHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 53 contacts → |
“The Arc of Indiana, founded in 1956, is committed to all people with intellectual and developmental disabilities realizing their goals of living, learning, working and fully…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Midland Trust Companymidlandtc.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Midland Trust Company is a full-service trust company providing estate administration, customized trust management, and in-house investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Commonwealth Community Trust CCTcommonwealthcommunitytrust.orgHQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 25 contacts → |
“Commonwealth Community Trust (CCT)is a nationwide 501(c)(3) nonprofit organization that administers affordable Third-Party and First-Party Pooled Special Needs Trusts (PSNTs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cfpd Colorado Fund For People With Disabilitiescfpdtrust.orgHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 20 contacts → |
“Colorado Fund for People with Disabilities (CFPD) is one of Colorado’s leading nonprofit providers of fiduciary and professional services for people with disabilities and older…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Center For Special Needs Trust Adminsntcenter.orgHQ: Clearwater, FL, United StatesReported employees: 11-50 | Clearwater, FL, United States | 11-50 | Exact match | 18 contacts → |
“The Centers provides a wide range of integrated professional services specifically designed to meet the needs of attorneys and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wispact, INCwispact.orgHQ: Madison, WI, United StatesReported employees: 11-50 | Madison, WI, United States | 11-50 | Exact match | 18 contacts → |
“Wispact Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Community Fund Ohiocommunityfundohio.orgHQ: Middleburg Heights, OH, United StatesReported employees: 11-50 | Middleburg Heights, OH, United States | 11-50 | Exact match | 16 contacts → |
“For over 30 years, Community Fund Ohio has served as trust advisor to over Pooled Medicaid Payback Trusts and third-party special needs trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Community & Professional Training CPT Institutecptinstitute.orgHQ: San Marcos, CA, United StatesReported employees: 11-50 | San Marcos, CA, United States | 11-50 | Exact match | 16 contacts → |
“CPT Institute is a nationwide non-profit charity protecting individuals who are seriously disabled and unable to work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Aged Trusttrustaged.orgHQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 15 contacts → |
“Advocates and Guardians for the Elderly & Disabled (AGED, Inc.) is a 501 (c)3 non-profit trust company that assists seniors and disabled individuals of all ages qualify for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mencap Trust Company LTDmencaptrust.org.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Since 1975 the Mencap Trust Company has enabled parents, grandparents and others to set up over discretionary trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Quincy, MA, United StatesReported employees: 11-50 | Quincy, MA, United States | 11-50 | Exact match | 11 contacts → |
“PLAN of MA and RI is a nonprofit organization offering special needs trusts for people of all ages with mental health, developmental, and physical disabilities in the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The ARC Of NEW Mexicoarcnm.orgHQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 11 contacts → |
“The Arc of NM is a community-based organization advocating for and serving people with intellectual and developmental disabilities and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Dale LAW Firm Achievingindependence.comachievingindependence.comHQ: Pacheco, CA, United StatesReported employees: 1-10 | Pacheco, CA, United States | 1-10 | Exact match | 10 contacts → |
“The Dale Law Firm, PC is a full service estate planning office with a specialized focus on developing estate plans that involve persons with disabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Plan Of PAplanofpa.orgHQ: Wayne, PA, United StatesReported employees: 1-10 | Wayne, PA, United States | 1-10 | Exact match | 9 contacts → |
“PLAN of PA (Planned Lifetime Assistance Network of Pennsylvania) is a non profit organization providing Care Management support and Corporate Trustee Services Through Trust…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  First Maryland Disability Trust, INC Fmdtfirstmdtrust.orgHQ: Lutherville, MD, United StatesReported employees: 11-50 | Lutherville, MD, United States | 11-50 | Exact match | 8 contacts → |
“First Maryland Disability Trust (FMDT) is a Maryland-based nonprofit dedicated to helping individuals with disabilities and their families protect assets while maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Legacy Enhancement Trustlegacyenhancement.orgHQ: Houston, PA, United StatesReported employees: 1-10 | Houston, PA, United States | 1-10 | Exact match | 8 contacts → |
“Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ibar Special Needs Trust Advisorsibarinc.comHQ: San Marino, CA, United StatesReported employees: 11-50 | San Marino, CA, United States | 11-50 | Exact match | 8 contacts → |
“Ibar Special Needs Trust Advisors, previously known as IBAR Settlement Company, has assisted over 700 individuals with special needs and their families with the many day to day…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Midwest Special Needs Trustmidwestspecialneedstrust.orgHQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 8 contacts → |
“Midwest Special Needs Trust helps families of individuals with special needs plan for their financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Shared Horizons, INCshared-horizons.orgHQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 8 contacts → |
“Shared Horizons is a nonprofit organization created to administer a variety of special needs trusts in the capital region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Duluth, GA, United StatesReported employees: 1-10 | Duluth, GA, United States | 1-10 | Exact match | 8 contacts → |
“Protecting Special Needs Families Is Our Mission" Our attorneys have special needs children and specialize in special needs trusts, wills, estate plans, guardianship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Special Needs Alliancespecialneedsalliance.orgHQ: Tucson, NY, United StatesReported employees: 1-10 | Tucson, NY, United States | 1-10 | Exact match | 8 contacts → |
“The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public benefits law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Special Needs LAW Group Of Massachusetts, PCspecialneeds-law.comHQ: Framingham, MA, United StatesReported employees: 1-10 | Framingham, MA, United States | 1-10 | Exact match | 7 contacts → |
“Practice that specializes in helping individuals and families of children with special needs, the elderly and others in the community with Special Needs Planning, Guardianship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Plan Of Connecticutplanofct.orgHQ: Hartford, CT, United StatesReported employees: 1-10 | Hartford, CT, United States | 1-10 | Exact match | 7 contacts → |
“Special needs trusts for loved ones with disabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 116 company matches
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Special needs trust advisors: dataset insights
November 6, 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
115 records in the displayed employee bands.
1 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 116 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: November 6, 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 ↗
Special needs trust advisors by location
1 lists · largest firstEvery Special needs trust advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for special needs trust advisors?
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 special needs trust advisors did RevenueBase find worldwide?
The saved snapshot records 116 matching company records, 774 tracked contacts and 334 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: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 special needs trust advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/special-needs-trust-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 special needs trust advisors worldwide
RevenueBase records 116 matching company records for special needs trust advisors worldwide, with 774 tracked contacts and 334 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: November 6, 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 special needs trust advisors worldwide
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 | Capital First Trust Companycapitalfirsttrust.com HQ: Milwaukee, MN, United StatesReported employees: 11-50 | Milwaukee, MN, United States | 11-50 | Exact match | 84 contacts → |
“Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Advocacy Trustadvocacytrust.com HQ: Brentwood, NC, United StatesReported employees: 11-50 | Brentwood, NC, United States | 11-50 | Exact match | 53 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The ARC Of Indianaarcind.org HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 53 contacts → |
“The Arc of Indiana, founded in 1956, is committed to all people with intellectual and developmental disabilities realizing their goals of living, learning, working and fully…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Midland Trust Companymidlandtc.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Midland Trust Company is a full-service trust company providing estate administration, customized trust management, and in-house investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Commonwealth Community Trust CCTcommonwealthcommunitytrust.org HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 25 contacts → |
“Commonwealth Community Trust (CCT)is a nationwide 501(c)(3) nonprofit organization that administers affordable Third-Party and First-Party Pooled Special Needs Trusts (PSNTs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cfpd Colorado Fund For People With Disabilitiescfpdtrust.org HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 20 contacts → |
“Colorado Fund for People with Disabilities (CFPD) is one of Colorado’s leading nonprofit providers of fiduciary and professional services for people with disabilities and older…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Center For Special Needs Trust Adminsntcenter.org HQ: Clearwater, FL, United StatesReported employees: 11-50 | Clearwater, FL, United States | 11-50 | Exact match | 18 contacts → |
“The Centers provides a wide range of integrated professional services specifically designed to meet the needs of attorneys and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wispact, INCwispact.org HQ: Madison, WI, United StatesReported employees: 11-50 | Madison, WI, United States | 11-50 | Exact match | 18 contacts → |
“Wispact Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Community Fund Ohiocommunityfundohio.org HQ: Middleburg Heights, OH, United StatesReported employees: 11-50 | Middleburg Heights, OH, United States | 11-50 | Exact match | 16 contacts → |
“For over 30 years, Community Fund Ohio has served as trust advisor to over Pooled Medicaid Payback Trusts and third-party special needs trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Community & Professional Training CPT Institutecptinstitute.org HQ: San Marcos, CA, United StatesReported employees: 11-50 | San Marcos, CA, United States | 11-50 | Exact match | 16 contacts → |
“CPT Institute is a nationwide non-profit charity protecting individuals who are seriously disabled and unable to work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aged Trusttrustaged.org HQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 15 contacts → |
“Advocates and Guardians for the Elderly & Disabled (AGED, Inc.) is a 501 (c)3 non-profit trust company that assists seniors and disabled individuals of all ages qualify for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mencap Trust Company LTDmencaptrust.org.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Since 1975 the Mencap Trust Company has enabled parents, grandparents and others to set up over discretionary trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Quincy, MA, United StatesReported employees: 11-50 | Quincy, MA, United States | 11-50 | Exact match | 11 contacts → |
“PLAN of MA and RI is a nonprofit organization offering special needs trusts for people of all ages with mental health, developmental, and physical disabilities in the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The ARC Of NEW Mexicoarcnm.org HQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 11 contacts → |
“The Arc of NM is a community-based organization advocating for and serving people with intellectual and developmental disabilities and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Dale LAW Firm Achievingindependence.comachievingindependence.com HQ: Pacheco, CA, United StatesReported employees: 1-10 | Pacheco, CA, United States | 1-10 | Exact match | 10 contacts → |
“The Dale Law Firm, PC is a full service estate planning office with a specialized focus on developing estate plans that involve persons with disabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Plan Of PAplanofpa.org HQ: Wayne, PA, United StatesReported employees: 1-10 | Wayne, PA, United States | 1-10 | Exact match | 9 contacts → |
“PLAN of PA (Planned Lifetime Assistance Network of Pennsylvania) is a non profit organization providing Care Management support and Corporate Trustee Services Through Trust…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Maryland Disability Trust, INC Fmdtfirstmdtrust.org HQ: Lutherville, MD, United StatesReported employees: 11-50 | Lutherville, MD, United States | 11-50 | Exact match | 8 contacts → |
“First Maryland Disability Trust (FMDT) is a Maryland-based nonprofit dedicated to helping individuals with disabilities and their families protect assets while maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Enhancement Trustlegacyenhancement.org HQ: Houston, PA, United StatesReported employees: 1-10 | Houston, PA, United States | 1-10 | Exact match | 8 contacts → |
“Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ibar Special Needs Trust Advisorsibarinc.com HQ: San Marino, CA, United StatesReported employees: 11-50 | San Marino, CA, United States | 11-50 | Exact match | 8 contacts → |
“Ibar Special Needs Trust Advisors, previously known as IBAR Settlement Company, has assisted over 700 individuals with special needs and their families with the many day to day…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Midwest Special Needs Trustmidwestspecialneedstrust.org HQ: Columbia, MO, United StatesReported employees: 1-10 | Columbia, MO, United States | 1-10 | Exact match | 8 contacts → |
“Midwest Special Needs Trust helps families of individuals with special needs plan for their financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Shared Horizons, INCshared-horizons.org HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 8 contacts → |
“Shared Horizons is a nonprofit organization created to administer a variety of special needs trusts in the capital region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Duluth, GA, United StatesReported employees: 1-10 | Duluth, GA, United States | 1-10 | Exact match | 8 contacts → |
“Protecting Special Needs Families Is Our Mission" Our attorneys have special needs children and specialize in special needs trusts, wills, estate plans, guardianship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Special Needs Alliancespecialneedsalliance.org HQ: Tucson, NY, United StatesReported employees: 1-10 | Tucson, NY, United States | 1-10 | Exact match | 8 contacts → |
“The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public benefits law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Special Needs LAW Group Of Massachusetts, PCspecialneeds-law.com HQ: Framingham, MA, United StatesReported employees: 1-10 | Framingham, MA, United States | 1-10 | Exact match | 7 contacts → |
“Practice that specializes in helping individuals and families of children with special needs, the elderly and others in the community with Special Needs Planning, Guardianship…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Plan Of Connecticutplanofct.org HQ: Hartford, CT, United StatesReported employees: 1-10 | Hartford, CT, United States | 1-10 | Exact match | 7 contacts → |
“Special needs trusts for loved ones with disabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 116 company matches
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Special needs trust advisors: dataset insights
November 6, 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
115 records in the displayed employee bands.
1 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 116 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: November 6, 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 ↗
Special needs trust advisors by location
1 lists · largest firstEvery Special needs trust advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for special needs trust advisors?
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 special needs trust advisors did RevenueBase find worldwide?
The saved snapshot records 116 matching company records, 774 tracked contacts and 334 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: November 6, 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
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Cite this list
RevenueBase Data Team. Top 25 special needs trust advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/special-needs-trust-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗