Company lists · Data refreshed September 2026

Top 25 Irrevocable life insurance trusts providers based in the United States

Name: Irrevocable life insurance trusts providers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 1,959 companies tracked

RevenueBase identified 1,959 irrevocable life insurance trusts providers headquartered in the United States as of September 2026 and tracks 10,664 professional contacts across them, including 5,253 with verified work emails. New York is the largest hub.

This list covers irrevocable life insurance trusts providers headquartered in the United States, 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 17, 2026.

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 17, 2026 86% judged on-target in blind review

1,959Companies

10,664Contacts tracked

5,253Verified emails

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The 25 largest irrevocable life insurance trusts providers based in the United States

Ranked by team size

Top 25 of 1,959 irrevocable life insurance trusts providers based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to irrevocable life insurance trusts providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 17, 2026	201-500	160 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 17, 2026
2	Cumberland Trust	Partial evidence	Nashville, TN, United StatesHQ checked Sep 17, 2026	51-200	147 contacts →
	Partial evidence “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Source: RevenueBase Database · checked Sep 17, 2026
3	Diversified Trust	Partial evidence	Memphis, TN, United StatesHQ checked Sep 17, 2026	51-200	139 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 17, 2026
4	Midwest Trust Company	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	51-200	135 contacts →
	Partial evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 17, 2026
5	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 17, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 17, 2026
6	OATH	Indirect evidence	Tulsa, OK, United StatesHQ checked Sep 17, 2026	51-200	113 contacts →
	Indirect evidence “Planning for your future can feel overwhelming.” Source: RevenueBase Database · checked Sep 17, 2026
7	FRA Trust Advisors	Indirect evidence	O Fallon, IL, United StatesHQ checked Sep 17, 2026	11-50	95 contacts →
	Indirect evidence “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Source: RevenueBase Database · checked Sep 17, 2026
8	Axcelus Financial	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 17, 2026	51-200	76 contacts →
	Partial evidence “A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Source: RevenueBase Database · checked Sep 17, 2026
9	Creative Planning Legal, P.A	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	51-200	58 contacts →
	Indirect evidence “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Source: RevenueBase Database · checked Sep 17, 2026
10	Premier Trust, INC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Partial evidence “Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the…” Source: RevenueBase Database · checked Sep 17, 2026
11	The Blum Firm, P.C	Indirect evidence	Fort Worth, TX, United StatesHQ checked Sep 17, 2026	51-200	55 contacts →
	Indirect evidence “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Source: RevenueBase Database · checked Sep 17, 2026
12	Keystone LAW Group, P.C	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	51-200	53 contacts →
	Partial evidence “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Source: RevenueBase Database · checked Sep 17, 2026
13	JKZ LLP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	53 contacts →
	Partial evidence “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Source: RevenueBase Database · checked Sep 17, 2026
14	Advocacy Trust	Partial evidence	Brentwood, TN, United StatesHQ checked Sep 17, 2026	11-50	52 contacts →
	Partial evidence “Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Source: RevenueBase Database · checked Sep 17, 2026
15	Accurate Advisory Group INC	Indirect evidence	Wesley Chapel, FL, United StatesHQ checked Sep 17, 2026	11-50	51 contacts →
	Indirect evidence “Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Source: RevenueBase Database · checked Sep 17, 2026
16	Pierro, Connor & Strauss, LLC	Partial evidence	Latham, NY, United StatesHQ checked Sep 17, 2026	11-50	51 contacts →
	Partial evidence “One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Source: RevenueBase Database · checked Sep 17, 2026
17	Legacy Private Trust Company	Partial evidence	Neenah, WI, United StatesHQ checked Sep 17, 2026	11-50	50 contacts →
	Partial evidence “Founded in 2004, Legacy Private Trust Company has grown to become one of Wisconsin’s most respected independent wealth advisory firms, with assets under management and advisement…” Source: RevenueBase Database · checked Sep 17, 2026
18	Frazer, Ryan, Goldberg & Arnold LLP	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Source: RevenueBase Database · checked Sep 17, 2026
19	BKA Financial, A Simplicity Company	Partial evidence	Summit, NJ, United StatesHQ checked Sep 17, 2026	51-200	47 contacts →
	Partial evidence “BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.” Source: RevenueBase Database · checked Sep 17, 2026
20	Weinstock Manion	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	46 contacts →
	Indirect evidence “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Source: RevenueBase Database · checked Sep 17, 2026
21	Eagle Financial Group, INC	Indirect evidence	Frisco, TX, United StatesHQ checked Sep 17, 2026	51-200	46 contacts →
	Indirect evidence “Eagle Financial Group is in the business of preserving people’s assets since.” Source: RevenueBase Database · checked Sep 17, 2026
22	Equitable Trust	Partial evidence	Nashville, TN, United StatesHQ checked Sep 17, 2026	11-50	41 contacts →
	Partial evidence “Equitable Trust is an independent, employee owned trust company.” Source: RevenueBase Database · checked Sep 17, 2026
23	Massmutual Private Wealth & Trust, FSB	Strong evidence	Enfield, United StatesHQ checked Sep 17, 2026	201-500	41 contacts →
	Strong evidence “MassMutual Private Wealth & Trust is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.” Source: RevenueBase Database · checked Sep 17, 2026
24	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 17, 2026
25	Alliance Trust Company Of Nevada	Partial evidence	Reno, NV, United StatesHQ checked Sep 17, 2026	11-50	40 contacts →
	Partial evidence “Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 1,959 irrevocable life insurance trusts providers based in the United States

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Irrevocable life insurance trusts providers based in the United States at a glance

As of Sep 17, 2026

49.3%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

1,572

11-50

338

51-200

201-500

1,001-5,000

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 1,959 companies.

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 irrevocable life insurance trusts providers, 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.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “irrevocable life insurance trusts providers”. 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 irrevocable life insurance trusts providers), 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 irrevocable life insurance trusts providers, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 5,253 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 17, 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.

Irrevocable life insurance trusts providers by metro

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 irrevocable life insurance trusts providers, 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 irrevocable life insurance trusts providers are there based in the United States?

RevenueBase identified 1,959 irrevocable life insurance trusts providers headquartered in the United States 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?

Harrison LLP, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most irrevocable life insurance trusts providers?

New York leads with 40 headquartered companies, followed by San Diego (39) and Chicago (29).

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 5,253 verified decision-maker contacts tracked across these 1,959 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 17, 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.