Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in New York, United States

Name: Fiduciary services companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 123 companies tracked

RevenueBase identified 123 company matches for fiduciary services companies associated with New York, United States as of September 2026 and tracks 36,600 professional contacts across them, including 14,477 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for fiduciary services companies associated with New York, 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 September 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

123Companies

36,600Contacts tracked

14,477Verified emails

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The 24 largest fiduciary services companies based in New York, United States

Ranked by team size

Top 24 of 123 company matches for fiduciary services companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 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 · Sep 20, 2026 · View company records in RevenueBase
3	AST	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	487 contacts →
	Exact match “AST is now EQ!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Summit Trail Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	105 contacts →
	Exact match “Our purpose is to simplify the challenges that come with generational wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Ss&c Innovest	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	66 contacts →
	Exact match “SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Wellington Shields	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	47 contacts →
	Exact match “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	FFT Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	45 contacts →
	Exact match “FFT Wealth Management has joined Corient.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Concord International Investments, L.P	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	26 contacts →
	Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Payne Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Grandfield & Dodd, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tiedemann Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	18 contacts →
	Exact match “Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Ritholtz Wealth Management	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	17 contacts →
	Exact match “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Geller Advisors LLC	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	16 contacts →
	Exact match “Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Loeb, Block & Partners, LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “As an international private client boutique firm, Loeb Block represents a diverse set of ultra-high net worth individuals, families and family offices, as well as trustees and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Kimelman & Baird, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Manice Budd & Baggett LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “The law firm of Manice Budd & Baggett LLP, with attorneys licensed in New York, Connecticut, and Florida, specializes in counseling individuals, families, private foundations, and…” Recorded in the RevenueBase company graph · Sep 20, 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 services companies”. 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 24 of 123 fiduciary services companies based in New York, United States

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Fiduciary services companies based in New York, United States at a glance

As of Sep 20, 2026

39.6%Verified-email coverage

297.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 123 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 New York, United States whose business descriptions match “fiduciary services companies” 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 14,477 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 September 20, 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 services companies by metro in the United States

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 services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in New York, United States?

RevenueBase identified 123 company matches for fiduciary services companies associated with New York, United States as of September 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?

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

Which city in the United States has the most fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83).

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 14,477 professional contacts with verified work emails tracked across these 123 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 September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.