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 company matches for irrevocable life insurance trusts providers associated with 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 company matches for irrevocable life insurance trusts providers 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 September 17, 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 17, 2026 How this list was built

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 company matches for irrevocable life insurance trusts providers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Harrison LLP	Exact match	12 U.s. Offices, IL, United StatesHQ recorded Sep 17, 2026	201-500	160 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 · Sep 17, 2026 · View company records in RevenueBase
2	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Sep 17, 2026	51-200	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 · Sep 17, 2026 · View company records in RevenueBase
3	Diversified Trust	Exact match	Memphis, TN, United StatesHQ recorded Sep 17, 2026	51-200	139 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 · Sep 17, 2026 · View company records in RevenueBase
4	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	51-200	135 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Sep 17, 2026	1,001-5,000	133 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Sep 17, 2026	51-200	113 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Sep 17, 2026	11-50	95 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Axcelus Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 17, 2026	51-200	76 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Creative Planning Legal, P.A	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	51-200	58 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Premier Trust, INC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	58 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	The Blum Firm, P.C	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 17, 2026	51-200	55 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Keystone LAW Group, P.C	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	51-200	53 contacts →
	Exact match “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	JKZ LLP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 17, 2026	11-50	53 contacts →
	Exact match “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Advocacy Trust	Exact match	Brentwood, TN, United StatesHQ recorded Sep 17, 2026	11-50	52 contacts →
	Exact match “Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Accurate Advisory Group INC	Exact match	Wesley Chapel, FL, United StatesHQ recorded Sep 17, 2026	11-50	51 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Pierro, Connor & Strauss, LLC	Exact match	Latham, NY, United StatesHQ recorded Sep 17, 2026	11-50	51 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Legacy Private Trust Company	Exact match	Neenah, WI, United StatesHQ recorded Sep 17, 2026	11-50	50 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Frazer, Ryan, Goldberg & Arnold LLP	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	11-50	49 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	BKA Financial, A Simplicity Company	Exact match	Summit, NJ, United StatesHQ recorded Sep 17, 2026	51-200	47 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Weinstock Manion	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	46 contacts →
	Exact match “For over 65 years, Weinstock Manion has provided personalized, high quality services in estate planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Eagle Financial Group, INC	Exact match	Frisco, TX, United StatesHQ recorded Sep 17, 2026	51-200	46 contacts →
	Exact match “Eagle Financial Group is in the business of preserving people’s assets since.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Equitable Trust	Exact match	Nashville, TN, United StatesHQ recorded Sep 17, 2026	11-50	41 contacts →
	Exact match “Equitable Trust is an independent, employee owned trust company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Massmutual Private Wealth & Trust, FSB	Exact match	Enfield, United StatesHQ recorded Sep 17, 2026	201-500	41 contacts →
	Exact match “MassMutual Private Wealth & Trust is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
25	Alliance Trust Company Of Nevada	Exact match	Reno, NV, United StatesHQ recorded Sep 17, 2026	11-50	40 contacts →
	Exact match “Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe.” Recorded in the RevenueBase company graph · Sep 17, 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 “irrevocable life insurance trusts providers”. 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 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

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 “irrevocable life insurance trusts providers” 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 5,253 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 17, 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.

Irrevocable life insurance trusts providers by metro

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 “irrevocable life insurance trusts providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 1,959 company matches for irrevocable life insurance trusts providers associated with the 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?

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

Which city has the most irrevocable life insurance trusts providers?

New York leads with 40 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,253 professional contacts with verified work emails tracked across these 1,959 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 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 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.