Company lists · Data refreshed September 2026
Top 25 Trust administration consulting firms based in the United States
RevenueBase identified 1,543 company matches for trust administration consulting firms associated with the United States as of September 2026 and tracks 15,524 professional contacts across them, including 8,208 with verified work emails. San Diego is the largest hub.
This list covers company matches for trust administration consulting firms 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 29, 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 trust administration consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 565 contacts → | ||||
Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 388 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 321 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 222 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 175 contacts → | ||||
Exact match “EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 174 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 162 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 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 29, 2026 · View company records in RevenueBase | |||||
| 9 | 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 29, 2026 · View company records in RevenueBase | |||||
| 10 | 143 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 140 contacts → | ||||
Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 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 29, 2026 · View company records in RevenueBase | |||||
| 13 | 139 contacts → | ||||
Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 135 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 131 contacts → | ||||
Exact match “At Great Gray® we believe in – and are driven by – growth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 115 contacts → | ||||
Exact match “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 114 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 113 contacts → | ||||
Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 93 contacts → | ||||
Exact match “We are Bridges Trust.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 93 contacts → | ||||
Exact match “South Dakota Trust Company LLC (SDTC), with over $155 billion in assets under administration, was founded by Al King and Pierce McDowell in 2002.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 87 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 84 contacts → | ||||
Exact match “myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 82 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 80 contacts → | ||||
Exact match “Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded in the RevenueBase company graph · Sep 29, 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 “trust administration consulting firms”. 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 1,543 trust administration consulting firms based in the United States
See the full list, filter by size, metro and specialty, and access 8,208 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust administration consulting firms based in the United States at a glance
As of Sep 29, 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 1,543 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 “trust administration consulting firms” 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 8,208 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 29, 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.
Trust administration consulting firms 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 “trust administration consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust administration consulting firms are there based in the United States?
RevenueBase identified 1,543 company matches for trust administration consulting firms 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?
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 trust administration consulting firms?
San Diego leads with 41 company records, followed by New York (27) and Denver (24).
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 8,208 professional contacts with verified work emails tracked across these 1,543 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,543 trust administration consulting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Trust administration consulting firms by geography
- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil
- Trust administration consulting firms based in Canada
- Trust administration consulting firms based in France
- Trust administration consulting firms based in Germany
- Trust administration consulting firms based in Italy
- Trust administration consulting firms based in South Africa
- Trust administration consulting firms based in Switzerland
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
- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil
Company intelligence · public preview
Top 25 trust administration consulting firms 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 1,543 matching company records for trust administration consulting firms based in the United States, with 15,524 tracked contacts and 8,208 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: September 29, 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 trust administration consulting firms 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 | Savant Wealth Managementsavantwealth.com HQ: Rockford, IL, United StatesReported employees: 501-1,000 | Rockford, IL, United States | 501-1,000 | Exact match | 565 contacts → |
“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sequoia Financial Groupsequoia-financial.comHQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 388 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  KCCveritaglobal.comHQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 321 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Greenleaf Trustgreenleaftrust.com HQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 222 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Epic Retirement Plan Servicesepicrps.comHQ: Rochester, NY, United StatesReported employees: 201-500 | Rochester, NY, United States | 201-500 | Exact match | 175 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  F.L.Putnam Investment Management Companyflputnam.comHQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wintrust Wealth Managementwintrustwealth.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 140 contacts → |
“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Diversified Trustdiversifiedtrust.comHQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 139 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rvk, INCrvkinc.comHQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 135 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Great Gray Trust Companygreatgray.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 131 contacts → |
“At Great Gray® we believe in – and are driven by – growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  AMG National Trustamgnational.comHQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 115 contacts → |
“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Baird Trust Company Baird Trustrwbaird.comHQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 114 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  OATHplanwithoath.comHQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 113 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bridges Trustbridgestrust.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 93 contacts → |
“We are Bridges Trust.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | South Dakota Trust Company LLCsdtrustco.com HQ: Sioux Falls, SD, United StatesReported employees: 51-200 | Sioux Falls, SD, United States | 51-200 | Exact match | 93 contacts → |
“South Dakota Trust Company LLC (SDTC), with over $155 billion in assets under administration, was founded by Al King and Pierce McDowell in 2002.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Trust Company Of Oklahomatrustok.comHQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 87 contacts → |
“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mycio Wealth Partnersmyciowp.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Arden Trust Companyardentrust.comHQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 82 contacts → |
“Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Capital First Trust Companycapitalfirsttrust.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 80 contacts → |
“Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,543 company matches
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Trust administration consulting firms: dataset insights
September 29, 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
1,536 records in the displayed employee bands.
7 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 1,543 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: September 29, 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 ↗
Trust administration consulting firms by metro
Questions about this company list
What does Exact match mean for trust administration consulting firms?
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 trust administration consulting firms did RevenueBase find based in the United States?
The saved snapshot records 1,543 matching company records, 15,524 tracked contacts and 8,208 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: September 29, 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
Trust administration consulting firms by geography
- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil
- Trust administration consulting firms based in Canada
- Trust administration consulting firms based in France
- Trust administration consulting firms based in Germany
- Trust administration consulting firms based in Italy
- Trust administration consulting firms based in South Africa
- Trust administration consulting firms based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 trust administration consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/trust-administration-consulting-firms/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
- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil
Company intelligence · public preview
Top 25 trust administration consulting firms based in the United States
RevenueBase records 1,543 matching company records for trust administration consulting firms based in the United States, with 15,524 tracked contacts and 8,208 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: September 29, 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 trust administration consulting firms 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 | Savant Wealth Managementsavantwealth.com HQ: Rockford, IL, United StatesReported employees: 501-1,000 | Rockford, IL, United States | 501-1,000 | Exact match | 565 contacts → |
“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sequoia Financial Groupsequoia-financial.com HQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 388 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | KCCveritaglobal.com HQ: El Segundo, CA, United StatesReported employees: 201-500 | El Segundo, CA, United States | 201-500 | Exact match | 321 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Greenleaf Trustgreenleaftrust.com HQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 222 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Epic Retirement Plan Servicesepicrps.com HQ: Rochester, NY, United StatesReported employees: 201-500 | Rochester, NY, United States | 201-500 | Exact match | 175 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, IL, United StatesReported employees: 201-500 | 12 U.s. Offices, IL, United States | 201-500 | Exact match | 160 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | F.L.Putnam Investment Management Companyflputnam.com HQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wintrust Wealth Managementwintrustwealth.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 140 contacts → |
“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Diversified Trustdiversifiedtrust.com HQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 139 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rvk, INCrvkinc.com HQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 135 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Great Gray Trust Companygreatgray.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 131 contacts → |
“At Great Gray® we believe in – and are driven by – growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | AMG National Trustamgnational.com HQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 115 contacts → |
“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Baird Trust Company Baird Trustrwbaird.com HQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 114 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | OATHplanwithoath.com HQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 113 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bridges Trustbridgestrust.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 93 contacts → |
“We are Bridges Trust.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | South Dakota Trust Company LLCsdtrustco.com HQ: Sioux Falls, SD, United StatesReported employees: 51-200 | Sioux Falls, SD, United States | 51-200 | Exact match | 93 contacts → |
“South Dakota Trust Company LLC (SDTC), with over $155 billion in assets under administration, was founded by Al King and Pierce McDowell in 2002.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Trust Company Of Oklahomatrustok.com HQ: Tulsa, OK, United StatesReported employees: 51-200 | Tulsa, OK, United States | 51-200 | Exact match | 87 contacts → |
“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mycio Wealth Partnersmyciowp.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Arden Trust Companyardentrust.com HQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 82 contacts → |
“Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Capital First Trust Companycapitalfirsttrust.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 80 contacts → |
“Capital First Trust Company is an independent South Dakota chartered trust company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Trust administration consulting firms: dataset insights
September 29, 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
1,536 records in the displayed employee bands.
7 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 1,543 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: September 29, 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 ↗
Trust administration consulting firms by metro
Questions about this company list
What does Exact match mean for trust administration consulting firms?
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 trust administration consulting firms did RevenueBase find based in the United States?
The saved snapshot records 1,543 matching company records, 15,524 tracked contacts and 8,208 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: September 29, 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
Trust administration consulting firms by geography
- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil
- Trust administration consulting firms based in Canada
- Trust administration consulting firms based in France
- Trust administration consulting firms based in Germany
- Trust administration consulting firms based in Italy
- Trust administration consulting firms based in South Africa
- Trust administration consulting firms based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 trust administration consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/trust-administration-consulting-firms/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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- Trust administration consulting firms based in Paris, France
- Trust administration consulting firms based in Zurich, Switzerland
- Trust administration consulting firms based in New York, United States
- Trust administration consulting firms based in San Diego, United States
- Trust administration consulting firms based in Australia
- Trust administration consulting firms based in Brazil