Company lists · Data refreshed September 2026

Top 20 Trust administration firms based in Dallas, United States

RevenueBase identified 39 trust administration firms headquartered in Dallas, United States as of September 2026 and tracks 295 professional contacts across them, including 175 with verified work emails. New York is the largest hub.

This list covers trust administration firms headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
39Companies
295Contacts tracked
175Verified emails
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The 20 largest trust administration firms based in Dallas, United States

Ranked by team size
Top 20 of 39 trust administration firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202651-20080 contacts →

Indirect evidence

“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5037 contacts →

Indirect evidence

“Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5022 contacts →

Indirect evidence

“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5021 contacts →

Indirect evidence

“Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202651-20013 contacts →

Indirect evidence

“Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“Estate planning and probate inevitably affect everyone at some point in their life.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

“Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-108 contacts →

Indirect evidence

“Andrea Winters, P.C.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceDallas, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-506 contacts →

Indirect evidence

“Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“About The Firm: The Law Offices of Lustig and Hyman is a North Dallas Estate Planning Law Firm that has been representing High-Net-Worth clients since 1990 in creating Trusts that…”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Paragon Private Wealth Group was created to deliver a fiduciary, fee-only investment firm focused solely on their clients and not share-holder’s profits.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“Single Family Wealth Management Firm”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Welcome to Limitless Life, your partner in comprehensive estate planning.”

Source: RevenueBase Database · checked Sep 22, 2026
18Strong evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-102 contacts →

Strong evidence

“A family-owned estate planning, probate, and trust administration law firm practicing in Texas, Louisiana, Oklahoma, and Tennessee.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026

Showing 20 of 39 trust administration firms based in Dallas, United States

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Trust administration firms based in Dallas, United States at a glance

As of Sep 22, 2026
59.3%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
187.2%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
9
51-200
2

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 39 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among trust administration firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dallas, United States whose own description of what they do matches “trust administration firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names trust administration firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among trust administration firms, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 175 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names trust administration firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many trust administration firms are there based in Dallas, United States?

RevenueBase identified 39 trust administration firms headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

True North Advisors, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most trust administration firms?

New York leads with 73 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 175 verified decision-maker contacts tracked across these 39 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.