Company lists · Data refreshed November 2026
Top 25 Fiduciary attorneys based in the United States
RevenueBase identified 3,208 company matches for fiduciary attorneys associated with the United States as of November 2026 and tracks 28,866 professional contacts across them, including 16,265 with verified work emails. San Diego is the largest hub.
This list covers company matches for fiduciary attorneys associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest fiduciary attorneys based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,051 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,745 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,663 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 433 contacts → | ||||
Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 353 contacts → | ||||
Exact match “Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 330 contacts → | ||||
Exact match “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 246 contacts → | ||||
Exact match “Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 236 contacts → | ||||
Exact match “You don’t get one advisor, you get The Mather Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 235 contacts → | ||||
Exact match “At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 221 contacts → | ||||
Exact match “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 168 contacts → | ||||
Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 155 contacts → | ||||
Exact match “Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 149 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 147 contacts → | ||||
Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 144 contacts → | ||||
Exact match “Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 143 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 138 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 137 contacts → | ||||
Exact match “Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 136 contacts → | ||||
Exact match “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 128 contacts → | ||||
Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 111 contacts → | ||||
Exact match “Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 108 contacts → | ||||
Exact match “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 104 contacts → | ||||
Exact match “TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 100 contacts → | ||||
Exact match “Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 99 contacts → | ||||
Exact match “SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” 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 “fiduciary attorneys”. 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 3,208 fiduciary attorneys based in the United States
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Fiduciary attorneys based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,208 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “fiduciary attorneys” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 16,265 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.
Fiduciary attorneys by metro
- Fiduciary attorneys in San Diego69
- Fiduciary attorneys in New York65
- Fiduciary attorneys in Atlanta42
- Fiduciary attorneys in Houston42
- Fiduciary attorneys in Los Angeles42
- Fiduciary attorneys in Austin41
- Fiduciary attorneys in Chicago38
- Fiduciary attorneys in Dallas37
- Fiduciary attorneys in Denver30
- Fiduciary attorneys in Scottsdale29
- Fiduciary attorneys in Tampa27
- Fiduciary attorneys in San Francisco26
- Fiduciary attorneys in Seattle25
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 “fiduciary attorneys”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary attorneys are there based in the United States?
RevenueBase identified 3,208 company matches for fiduciary attorneys associated with the United States 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?
Corient tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fiduciary attorneys?
San Diego leads with 69 company records, followed by New York (65) and Atlanta (42).
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 16,265 professional contacts with verified work emails tracked across these 3,208 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 3,208 fiduciary attorneys based in the United States. Start with a free account, no credit card.
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Fiduciary attorneys by geography
- Fiduciary attorneys based in Geneva, Switzerland
- Fiduciary attorneys based in Atlanta, United States
- Fiduciary attorneys based in Austin, United States
- Fiduciary attorneys based in Chicago, United States
- Fiduciary attorneys based in Dallas, United States
- Fiduciary attorneys based in Denver, United States
- Fiduciary attorneys based in Houston, United States
- Fiduciary attorneys based in Los Angeles, United States
- Fiduciary attorneys based in New York, United States
- Fiduciary attorneys based in San Diego, United States
- Fiduciary attorneys based in San Francisco, United States
- Fiduciary attorneys based in Scottsdale, United States
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary attorneys based in Geneva, Switzerland
- Fiduciary attorneys based in Atlanta, United States
- Fiduciary attorneys based in Austin, United States
- Fiduciary attorneys based in Chicago, United States
- Fiduciary attorneys based in Dallas, United States
- Fiduciary attorneys based in Denver, United States
Company intelligence · public preview
Top 25 fiduciary attorneys based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,208 matching company records for fiduciary attorneys based in the United States, with 28,866 tracked contacts and 16,265 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 fiduciary attorneys based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Corientcorient.comHQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sequoia Financial Groupsequoia-financial.comHQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  KCCveritaglobal.comHQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 353 contacts → |
“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Waverly Advisors, LLCwaverly-advisors.comHQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 330 contacts → |
“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Modera Wealth Managementmoderawealth.comHQ: Westwood, NJ, United StatesReported employees: 201-500 | Westwood, NJ, United States | 201-500 | Exact match | 246 contacts → |
“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Mather Group, LLCthemathergroup.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 236 contacts → |
“You don’t get one advisor, you get The Mather Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Greenleaf Trustgreenleaftrust.comHQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 235 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cummings & Lockwood LLCcl-law.comHQ: Stamford, FL, United StatesReported employees: 201-500 | Stamford, FL, United States | 201-500 | Exact match | 221 contacts → |
“Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Johnson Investment Counseljohnsoninv.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 155 contacts → |
“Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Diversified Trustdiversifiedtrust.comHQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cumberland Trustcumberlandtrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Southeastern Trust Companysetrustco.comHQ: Chattanooga, GA, United StatesReported employees: 11-50 | Chattanooga, GA, United States | 11-50 | Exact match | 144 contacts → |
“Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Credent Wealth Managementcredentwealth.comHQ: Auburn, IN, United StatesReported employees: 51-200 | Auburn, IN, United States | 51-200 | Exact match | 137 contacts → |
“Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Huck Bouma, PChuckbouma.comHQ: Wheaton, IL, United StatesReported employees: 51-200 | Wheaton, IL, United States | 51-200 | Exact match | 136 contacts → |
“Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  OATHplanwithoath.comHQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Truepoint Wealth Counseltruepointwealth.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 111 contacts → |
“Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Strategic Wealth Designersswdgroup.comHQ: Louisville, CO, United StatesReported employees: 51-200 | Louisville, CO, United States | 51-200 | Exact match | 108 contacts → |
“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  TCI Wealth Advisorstciwealth.comHQ: Tucson, CO, United StatesReported employees: 51-200 | Tucson, CO, United States | 51-200 | Exact match | 104 contacts → |
“TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Foster Groupfostergrp.comHQ: West Des Moines, IA, United StatesReported employees: 51-200 | West Des Moines, IA, United States | 51-200 | Exact match | 100 contacts → |
“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  SYM Financial Advisorssym.comHQ: Winona Lake, IN, United StatesReported employees: 51-200 | Winona Lake, IN, United States | 51-200 | Exact match | 99 contacts → |
“SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,208 company matches
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Fiduciary attorneys: 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
3,191 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,208 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 ↗
Fiduciary attorneys by metro
- Fiduciary attorneys in San Diego69
- Fiduciary attorneys in New York65
- Fiduciary attorneys in Atlanta42
- Fiduciary attorneys in Houston42
- Fiduciary attorneys in Los Angeles42
- Fiduciary attorneys in Austin41
- Fiduciary attorneys in Chicago38
- Fiduciary attorneys in Dallas37
- Fiduciary attorneys in Denver30
- Fiduciary attorneys in Scottsdale29
- Fiduciary attorneys in Tampa27
- Fiduciary attorneys in San Francisco26
- Fiduciary attorneys in Seattle25
Questions about this company list
What does Exact match mean for fiduciary attorneys?
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 fiduciary attorneys did RevenueBase find based in the United States?
The saved snapshot records 3,208 matching company records, 28,866 tracked contacts and 16,265 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
Fiduciary attorneys by geography
- Fiduciary attorneys based in Geneva, Switzerland
- Fiduciary attorneys based in Atlanta, United States
- Fiduciary attorneys based in Austin, United States
- Fiduciary attorneys based in Chicago, United States
- Fiduciary attorneys based in Dallas, United States
- Fiduciary attorneys based in Denver, United States
- Fiduciary attorneys based in Houston, United States
- Fiduciary attorneys based in Los Angeles, United States
- Fiduciary attorneys based in New York, United States
- Fiduciary attorneys based in San Diego, United States
- Fiduciary attorneys based in San Francisco, United States
- Fiduciary attorneys based in Scottsdale, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary attorneys based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fiduciary-attorneys/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary attorneys based in Geneva, Switzerland
- Fiduciary attorneys based in Atlanta, United States
- Fiduciary attorneys based in Austin, United States
- Fiduciary attorneys based in Chicago, United States
- Fiduciary attorneys based in Dallas, United States
- Fiduciary attorneys based in Denver, United States
Company intelligence · public preview
Top 25 fiduciary attorneys based in the United States
RevenueBase records 3,208 matching company records for fiduciary attorneys based in the United States, with 28,866 tracked contacts and 16,265 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 fiduciary attorneys based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Corientcorient.com HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 2,051 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sequoia Financial Groupsequoia-financial.com HQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | KCCveritaglobal.com HQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 353 contacts → |
“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Waverly Advisors, LLCwaverly-advisors.com HQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 330 contacts → |
“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Modera Wealth Managementmoderawealth.com HQ: Westwood, NJ, United StatesReported employees: 201-500 | Westwood, NJ, United States | 201-500 | Exact match | 246 contacts → |
“Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Mather Group, LLCthemathergroup.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 236 contacts → |
“You don’t get one advisor, you get The Mather Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Greenleaf Trustgreenleaftrust.com HQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 235 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cummings & Lockwood LLCcl-law.com HQ: Stamford, FL, United StatesReported employees: 201-500 | Stamford, FL, United States | 201-500 | Exact match | 221 contacts → |
“Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Johnson Investment Counseljohnsoninv.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 155 contacts → |
“Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 50 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Diversified Trustdiversifiedtrust.com HQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cumberland Trustcumberlandtrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Southeastern Trust Companysetrustco.com HQ: Chattanooga, GA, United StatesReported employees: 11-50 | Chattanooga, GA, United States | 11-50 | Exact match | 144 contacts → |
“Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Credent Wealth Managementcredentwealth.com HQ: Auburn, IN, United StatesReported employees: 51-200 | Auburn, IN, United States | 51-200 | Exact match | 137 contacts → |
“Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Huck Bouma, PChuckbouma.com HQ: Wheaton, IL, United StatesReported employees: 51-200 | Wheaton, IL, United States | 51-200 | Exact match | 136 contacts → |
“Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | OATHplanwithoath.com HQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Truepoint Wealth Counseltruepointwealth.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 111 contacts → |
“Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Strategic Wealth Designersswdgroup.com HQ: Louisville, CO, United StatesReported employees: 51-200 | Louisville, CO, United States | 51-200 | Exact match | 108 contacts → |
“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | TCI Wealth Advisorstciwealth.com HQ: Tucson, CO, United StatesReported employees: 51-200 | Tucson, CO, United States | 51-200 | Exact match | 104 contacts → |
“TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Foster Groupfostergrp.com HQ: West Des Moines, IA, United StatesReported employees: 51-200 | West Des Moines, IA, United States | 51-200 | Exact match | 100 contacts → |
“Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SYM Financial Advisorssym.com HQ: Winona Lake, IN, United StatesReported employees: 51-200 | Winona Lake, IN, United States | 51-200 | Exact match | 99 contacts → |
“SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,208 company matches
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Fiduciary attorneys: 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
3,191 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,208 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 ↗
Fiduciary attorneys by metro
- Fiduciary attorneys in San Diego69
- Fiduciary attorneys in New York65
- Fiduciary attorneys in Atlanta42
- Fiduciary attorneys in Houston42
- Fiduciary attorneys in Los Angeles42
- Fiduciary attorneys in Austin41
- Fiduciary attorneys in Chicago38
- Fiduciary attorneys in Dallas37
- Fiduciary attorneys in Denver30
- Fiduciary attorneys in Scottsdale29
- Fiduciary attorneys in Tampa27
- Fiduciary attorneys in San Francisco26
- Fiduciary attorneys in Seattle25
Questions about this company list
What does Exact match mean for fiduciary attorneys?
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 fiduciary attorneys did RevenueBase find based in the United States?
The saved snapshot records 3,208 matching company records, 28,866 tracked contacts and 16,265 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 fiduciary attorneys based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fiduciary-attorneys/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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