Company lists · Data refreshed September 2026

Top 25 Trust administration consulting firms worldwide

RevenueBase identified 3,228 trust administration consulting firms worldwide as of September 2026 and tracks 29,254 professional contacts across them, including 12,777 with verified work emails. The United States is the largest market and San Diego the largest hub.

This list covers trust administration consulting firms 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 29, 2026. Country and city lists for trust administration consulting firms 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 29, 2026 86% judged on-target in blind review
3,228Companies
29,254Contacts tracked
12,777Verified emails
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The 25 largest trust administration consulting firms worldwide

Ranked by team size
Top 25 of 3,228 trust administration consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Helier, JerseyHQ checked Sep 29, 20261,001-5,000813 contacts →

Indirect evidence

“We are ZEDRA.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceRockford, IL, United StatesHQ checked Sep 29, 2026501-1,000565 contacts →

Indirect evidence

“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 2026201-500393 contacts →

Indirect evidence

“Equity Trustees is Australia's leading specialist trustee company.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceAkron, OH, United StatesHQ checked Sep 29, 2026201-500388 contacts →

Indirect evidence

“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceLynnwood Manor, South AfricaHQ checked Sep 29, 2026201-500379 contacts →

Indirect evidence

“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceKuala Lumpur, MalaysiaHQ checked Sep 29, 202651-200358 contacts →

Partial evidence

“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceEl Segundo, CA, United StatesHQ checked Sep 29, 2026201-500321 contacts →

Partial evidence

“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceKalamazoo, MI, United StatesHQ checked Sep 29, 2026201-500222 contacts →

Partial evidence

“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceCalgary, AB, CanadaHQ checked Sep 29, 2026201-500194 contacts →

Partial evidence

“Olympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc.(TSX:OLY), founded in 1996 to offer the business community a superior alternative to the…”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceRochester, NY, United StatesHQ checked Sep 29, 2026201-500175 contacts →

Strong evidence

“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSingaporeHQ checked Sep 29, 2026201-500174 contacts →

Indirect evidence

“Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceBoston, MA, United StatesHQ checked Sep 29, 202651-200174 contacts →

Partial evidence

“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202651-200162 contacts →

Indirect evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidence12 U.s. Offices, IL, United StatesHQ checked Sep 29, 2026201-500160 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceNashville, TN, United StatesHQ checked Sep 29, 202651-200147 contacts →

Strong evidence

“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceSt Helier, JerseyHQ checked Sep 29, 2026501-1,000147 contacts →

Partial evidence

“On March 31 2026, Accuro was acquired by Opera Group Limited, a privately held company of fiduciary, corporate and fund administration businesses majority owned by Stephen…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLynnfield, MA, United StatesHQ checked Sep 29, 202651-200143 contacts →

Indirect evidence

“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceChicago, IL, United StatesHQ checked Sep 29, 2026201-500140 contacts →

Indirect evidence

“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceMemphis, TN, United StatesHQ checked Sep 29, 202651-200139 contacts →

Partial evidence

“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidencePortland, OR, United StatesHQ checked Sep 29, 202651-200139 contacts →

Indirect evidence

“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceOverland Park, KS, United StatesHQ checked Sep 29, 202651-200135 contacts →

Partial evidence

“Trust services that are rooted in meeting your goals.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceMilano, ItalyHQ checked Sep 29, 202651-200133 contacts →

Partial evidence

“Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceSurprise, AZ, United StatesHQ checked Sep 29, 20261,001-5,000133 contacts →

Indirect evidence

“Universal Wealth is lead by Andre L.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 29, 202651-200131 contacts →

Indirect evidence

“At Great Gray® we believe in – and are driven by – growth.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceDubai, United Arab EmiratesHQ checked Sep 29, 202651-200118 contacts →

Indirect evidence

“As the Middle East’s only certified fiduciary, AES International upholds the highest global standards - an independently audited commitment ensuring every decision serves you.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 3,228 trust administration consulting firms worldwide

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Trust administration consulting firms worldwide at a glance

As of Sep 29, 2026
43.7%Verified-email coverage
9.1Average contacts per company
1-10Median size (employees)
1.3%Largest-city concentration · San Diego
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
2,210
11-50
789
51-200
152
201-500
35
501-1,000
13
1,001-5,000
6
10001+
3

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 trust administration consulting firms, 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 trust administration consulting firms are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “trust administration consulting firms”. 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 trust administration consulting firms), 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 trust administration consulting firms, 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, 12,777 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 29, 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.

Trust administration consulting firms by location

14 lists · largest first

Every Trust administration consulting firms 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 trust administration consulting firms, 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 trust administration consulting firms are there worldwide?

RevenueBase identified 3,228 trust administration consulting firms 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?

Zedra Group, headquartered in St. Helier, tops this list with the largest team on record.

Which country has the most trust administration consulting firms?

The United States leads with 1,543 companies, followed by Switzerland (390) and France (151). Every trust administration consulting firms list by country and city is linked on this page.

Which city has the most trust administration consulting firms?

San Diego leads with 41 headquartered companies, followed by Zurich (41) and Paris (38).

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 12,777 verified decision-maker contacts tracked across these 3,228 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 29, 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.