Company lists · Data refreshed September 2026

Top 25 Trust administration firms based in Houston, United States

RevenueBase identified 51 trust administration firms headquartered in Houston, United States as of September 2026 and tracks 439 professional contacts across them, including 217 with verified work emails. New York is the largest hub.

This list covers trust administration firms headquartered in Houston, 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
51Companies
439Contacts tracked
217Verified emails
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The 25 largest trust administration firms based in Houston, United States

Ranked by team size
Top 25 of 51 trust administration firms based in Houston, 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
1Partial evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5052 contacts →

Partial evidence

“As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5044 contacts →

Partial evidence

“Houston Trust Company is a full service trust and investment management company, providing superior personal service, competitive investment performance and flexibility in…”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5042 contacts →

Partial evidence

“At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic…”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5037 contacts →

Partial evidence

“Chilton Capital Management is a Registered Investment Adviser (RIA) and Texas-chartered Trust Company based in Houston, Texas.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5029 contacts →

Indirect evidence

“Ytterberg Deery Knull LLP is a nationally recognized law firm focused on providing trusted counsel to high-net-worth individuals, families, and family offices.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5014 contacts →

Indirect evidence

“Big financial decisions rarely come at the perfect time.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-1012 contacts →

Indirect evidence

“No unfinished business." Planning your estate and other end-of-life matters can be a murky and intimidating project, even if you don’t live in a mansion and own seven Porches.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5011 contacts →

Indirect evidence

“Comstock has been providing independent, objective advice to individuals and families for 40 years.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-5010 contacts →

Indirect evidence

“At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-508 contacts →

Indirect evidence

“Life can be unpredictable.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“Wealth, and managing it, are complex endeavors.”

Source: RevenueBase Database · checked Sep 22, 2026
14Strong evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-106 contacts →

Strong evidence

“Law practice in estate planning, probate and estate administration, guardianships and estates and trusts

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-505 contacts →

Indirect evidence

“As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and…”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-505 contacts →

Indirect evidence

“You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“Love Financial Services is family-run wealth management and advisory firm located in Houston, Texas.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“Advocates Wealth Planning exists for one purpose: to help Houston families live their most deeply held values through thoughtful financial planning.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“Horrigan, Goehrs, Edwards & Culp, L.L.P.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
21Strong evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Strong evidence

“The world of Wills, Trusts, Probate, Estate Planning and Estate Administration can be confusing and intimidating to many people.”

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

Indirect evidence

“Margolis Brady Raghavan Financial, Inc.”

Source: RevenueBase Database · checked Sep 22, 2026
23Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“Estate Planning, Probate and Business Planning Law Firm in League City, Texas”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“Houston, Texas Lawyer Board Certified in Probate Law and Estate Planning for 20 Years Law firm focuses on estate planning, guardianship and probate Sally S.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceHouston, TX, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Baker Wealth Strategies is a wealth management firm that partners with tax professionals to retain and grow high-net-worth clients, specifically business owners.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 51 trust administration firms based in Houston, United States

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

As of Sep 22, 2026
49.4%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
143.1%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
20
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 51 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 Houston, 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 Houston 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, 217 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 Houston, United States?

RevenueBase identified 51 trust administration firms headquartered in Houston, 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?

Legacy Trust Company, N.A, headquartered in Houston, 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 217 verified decision-maker contacts tracked across these 51 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.