Company lists · Data refreshed November 2026

Top 25 Irrevocable trust specialists based in the United States

Name: Irrevocable trust specialists based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 3,826 companies tracked

RevenueBase identified 3,826 company matches for irrevocable trust specialists associated with the United States as of November 2026 and tracks 25,784 professional contacts across them, including 12,452 with verified work emails. New York is the largest hub.

This list covers company matches for irrevocable trust specialists 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

3,826Companies

25,784Contacts tracked

12,452Verified emails

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The 25 largest irrevocable trust specialists based in the United States

Ranked by team size

Top 25 of 3,826 company matches for irrevocable trust specialists based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	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
3	KCC	Exact match	El Segundo, CA, United StatesHQ recorded Nov 6, 2026	201-500	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
4	Cummings & Lockwood LLC	Exact match	Stamford, FL, United StatesHQ recorded Nov 6, 2026	201-500	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
5	Harrison LLP	Exact match	12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026	201-500	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
6	Laird Norton Wetherby	Exact match	Seattle, WA, United StatesHQ recorded Nov 6, 2026	51-200	160 contacts →
	Exact match “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	F.L.Putnam Investment Management Company	Exact match	Lynnfield, MA, United StatesHQ recorded Nov 6, 2026	51-200	157 contacts →
	Exact match “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Diversified Trust	Exact match	Memphis, NC, United StatesHQ recorded Nov 6, 2026	51-200	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
10	Wintrust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	201-500	149 contacts →
	Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
12	Southeastern Trust Company	Exact match	Chattanooga, GA, United StatesHQ recorded Nov 6, 2026	11-50	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
13	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	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
14	Parallel Advisors, LLC	Exact match	San Francisco, HI, United StatesHQ recorded Nov 6, 2026	51-200	141 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Hbks Wealth Advisors	Exact match	Erie, OH, United StatesHQ recorded Nov 6, 2026	51-200	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
16	Huck Bouma, PC	Exact match	Wheaton, IL, United StatesHQ recorded Nov 6, 2026	51-200	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
17	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	132 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	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
19	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Baird Trust Company Baird Trust	Exact match	Louisville, KY, United StatesHQ recorded Nov 6, 2026	51-200	124 contacts →
	Exact match “Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	AMG National Trust	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 6, 2026	51-200	122 contacts →
	Exact match “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Bridges Trust	Exact match	Omaha, NE, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “We are Bridges Trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Melone Hatley, P.C	Exact match	Virginia Beach, VA, United StatesHQ recorded Nov 6, 2026	51-200	94 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Arden Trust Company	Exact match	Wilmington, DE, United StatesHQ recorded Nov 6, 2026	51-200	92 contacts →
	Exact match “Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Trust Company Of Oklahoma	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	51-200	90 contacts →
	Exact match “Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” 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 “irrevocable trust specialists”. 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 3,826 irrevocable trust specialists based in the United States

See the full list, filter by size, metro and specialty, and access 12,452 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Irrevocable trust specialists based in the United States at a glance

As of Nov 6, 2026

48.3%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,976

11-50

712

51-200

201-500

501-1,000

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 3,826 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 trust specialists” 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 12,452 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.

Irrevocable trust specialists 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 trust specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many irrevocable trust specialists are there based in the United States?

RevenueBase identified 3,826 company matches for irrevocable trust specialists 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?

Savant Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most irrevocable trust specialists?

New York leads with 76 company records, followed by San Diego (61) and Chicago (53).

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 12,452 professional contacts with verified work emails tracked across these 3,826 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.

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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.