Company lists · Data refreshed September 2026
Top 25 Trust administration firms based in the United States
RevenueBase identified 3,117 company matches for trust administration firms associated with the United States as of September 2026 and tracks 63,692 professional contacts across them, including 28,244 with verified work emails. New York is the largest hub.
This list covers company matches for trust administration 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 22, 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 firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 1,434 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 692 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 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 22, 2026 · View company records in RevenueBase | |||||
| 5 | 534 contacts → | ||||
Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 506 contacts → | ||||
Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 419 contacts → | ||||
Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 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 22, 2026 · View company records in RevenueBase | |||||
| 9 | 364 contacts → | ||||
Exact match “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 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 22, 2026 · View company records in RevenueBase | |||||
| 11 | 249 contacts → | ||||
Exact match “Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 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 22, 2026 · View company records in RevenueBase | |||||
| 13 | 202 contacts → | ||||
Exact match “At Huntington Private Bank, we provide wealth management in a thoughtful, personal and responsive way.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 192 contacts → | ||||
Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 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 22, 2026 · View company records in RevenueBase | |||||
| 16 | 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 22, 2026 · View company records in RevenueBase | |||||
| 17 | 151 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 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 22, 2026 · View company records in RevenueBase | |||||
| 19 | 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 22, 2026 · View company records in RevenueBase | |||||
| 20 | 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 22, 2026 · View company records in RevenueBase | |||||
| 21 | 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 22, 2026 · View company records in RevenueBase | |||||
| 22 | 135 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 131 contacts → | ||||
Exact match “At Great Gray® we believe in – and are driven by – growth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 129 contacts → | ||||
Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 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 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 3,117 trust administration firms based in the United States
See the full list, filter by size, metro and specialty, and access 28,244 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust administration firms based in the United States at a glance
As of Sep 22, 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 3,117 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 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 28,244 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 22, 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 firms by metro
- Trust administration firms in New York74
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Boston29
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust administration firms are there based in the United States?
RevenueBase identified 3,117 company matches for trust administration 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?
Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most trust administration firms?
New York leads with 74 company records, followed by San Diego (63) and Houston (51).
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 28,244 professional contacts with verified work emails tracked across these 3,117 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,117 trust administration firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Trust administration firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Boston, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
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 firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Boston, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
Company intelligence · public preview
Top 25 trust administration 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 3,117 matching company records for trust administration firms based in the United States, with 63,692 tracked contacts and 28,244 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 22, 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 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 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,434 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BMO Wealth Management - U.Suswealth.bmo.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Baystate Financialbaystatefinancial.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 506 contacts → |
“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fiduciary Trust Internationalfiduciarytrust.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 419 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Allworth Financialallworthfinancial.comHQ: Folsom, CA, United StatesReported employees: 201-500 | Folsom, CA, United States | 201-500 | Exact match | 364 contacts → |
“With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Argent Financial Group, INCargentfinancial.comHQ: Ruston, LA, United StatesReported employees: 501-1,000 | Ruston, LA, United States | 501-1,000 | Exact match | 249 contacts → |
“Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Huntington Private Bankhuntington.comHQ: Columbus, OH, United StatesReported employees: 501-1,000 | Columbus, OH, United States | 501-1,000 | Exact match | 202 contacts → |
“At Huntington Private Bank, we provide wealth management in a thoughtful, personal and responsive way.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mission Wealthmissionwealth.comHQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 192 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Laird Norton Wetherbylnwadvisors.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 151 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Parallel Advisors, LLCparalleladvisors.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 129 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,117 company matches
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Trust administration firms: dataset insights
September 22, 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
3,104 records in the displayed employee bands.
13 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 3,117 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 22, 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 firms by metro
- Trust administration firms in New York74
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Boston29
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
Questions about this company list
What does Exact match mean for trust administration 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 firms did RevenueBase find based in the United States?
The saved snapshot records 3,117 matching company records, 63,692 tracked contacts and 28,244 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 22, 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 firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Boston, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 trust administration firms based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-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 firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Boston, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
Company intelligence · public preview
Top 25 trust administration firms based in the United States
RevenueBase records 3,117 matching company records for trust administration firms based in the United States, with 63,692 tracked contacts and 28,244 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 22, 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 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 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,434 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BMO Wealth Management - U.Suswealth.bmo.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Baystate Financialbaystatefinancial.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 506 contacts → |
“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fiduciary Trust Internationalfiduciarytrust.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 419 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Allworth Financialallworthfinancial.com HQ: Folsom, CA, United StatesReported employees: 201-500 | Folsom, CA, United States | 201-500 | Exact match | 364 contacts → |
“With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Argent Financial Group, INCargentfinancial.com HQ: Ruston, LA, United StatesReported employees: 501-1,000 | Ruston, LA, United States | 501-1,000 | Exact match | 249 contacts → |
“Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Huntington Private Bankhuntington.com HQ: Columbus, OH, United StatesReported employees: 501-1,000 | Columbus, OH, United States | 501-1,000 | Exact match | 202 contacts → |
“At Huntington Private Bank, we provide wealth management in a thoughtful, personal and responsive way.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mission Wealthmissionwealth.com HQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 192 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Laird Norton Wetherbylnwadvisors.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 151 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Parallel Advisors, LLCparalleladvisors.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 129 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,117 company matches
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Trust administration firms: dataset insights
September 22, 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
3,104 records in the displayed employee bands.
13 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 3,117 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 22, 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 firms by metro
- Trust administration firms in New York74
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Boston29
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
Questions about this company list
What does Exact match mean for trust administration 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 firms did RevenueBase find based in the United States?
The saved snapshot records 3,117 matching company records, 63,692 tracked contacts and 28,244 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 22, 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 firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Boston, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 trust administration firms based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-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 firms based in Dallas, United States
- Trust administration firms based in Denver, United States