Company lists · Data refreshed September 2026
Top 25 Trust administration firms based in San Diego, United States
RevenueBase identified 63 company matches for trust administration firms associated with San Diego, United States as of September 2026 and tracks 331 professional contacts across them, including 164 with verified work emails. Across the United States, New York is the largest hub for this category (73 companies); San Diego follows with 63.
This list covers company matches for trust administration firms associated with San Diego, 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 San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 60 contacts → | ||||
Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 21 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “AV Rated firm based in the Downtown San Diego area.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Welcome to Gradient Capital Advisors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Estate Planning | Special Needs Trusts | Conservatorships | Probate | Trust Administration” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Ariston Services Group, LLC is an independent, and privately-owned investment management firm specializing in estate and succession planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Peck Firm PC is a trust and estate litigation law firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Providing estate planning and business services, including trust creation for families and high net worth individuals, trust administration, probate, trust litigation, and general…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “EEA is an estate management and professional fiduciary company based in southern California.” 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 63 trust administration firms based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 164 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Trust administration firms based in San Diego, United States at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 63 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 San Diego, 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 164 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 in the United States
- Trust administration firms in New York73
- 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 San Diego, United States?
RevenueBase identified 63 company matches for trust administration firms associated with San Diego, 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?
Dunham tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most trust administration firms?
New York leads the United States with 73 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 164 professional contacts with verified work emails tracked across these 63 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 63 trust administration firms based in San Diego, 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 Francisco, United States
- Trust administration firms based in Scottsdale, 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 San Diego, 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 63 matching company records for trust administration firms based in San Diego, United States, with 331 tracked contacts and 164 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 San Diego, 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 |  Dunhamdunham.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Christopher Weil & Company, INCcweil.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 |  Henderson, Caverly & PUM LLPhcesq.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Weiner LAWweinerlegacylaw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 17 contacts → |
“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Strazzeri Mancini, LLPstrazzerimancini.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  VAN Dyke & Associates, Aplcvdalaw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 12 contacts → |
“AV Rated firm based in the Downtown San Diego area.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Gallagher Bolander Smedley, LLPlawgbs.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 11 contacts → |
“For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gradient Capital Advisors, LLCgradientcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Gradient Capital Advisors.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Vanguard Legal Groupvanguardlegalgroup.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Profiduciary, INCprofiduciary.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sullivan, Mcgibbons, Crickard & Associates, LLPsmalawsd.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Denherder & Associatesdenherderlaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Battaglia & Dekoning LLPbdlawsd.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Estate Planning | Special Needs Trusts | Conservatorships | Probate | Trust Administration” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Preston Estate Planningprestonestateplanning.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  International Private Wealth Advisorsipwadvisors.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mission Hills Financial, INCmissionhillsfinancial.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Ariston Services Group, LLCaristonservicesgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Ariston Services Group, LLC is an independent, and privately-owned investment management firm specializing in estate and succession planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  After-Tax Wealth Managementaftertaxwealth.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Legacy APClegacycounselor.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Anderson Reynard LLParlawplanners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Hatley LAW Group, A P.Chatleylawgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | livingtrustadvisor.comlivingtrustadvisor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Peck Firm PCpeckfirm.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Peck Firm PC is a trust and estate litigation law firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Dixon Williams LLPdixonwilliamslaw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Providing estate planning and business services, including trust creation for families and high net worth individuals, trust administration, probate, trust litigation, and general…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Exclusive Estate Administration, INCeeadmin.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“EEA is an estate management and professional fiduciary company based in southern California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 63 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
63 records in the displayed employee bands.
0 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 across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 63 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 in the United States
- Trust administration firms in New York73
- 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 San Diego, United States?
The saved snapshot records 63 matching company records, 331 tracked contacts and 164 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 Francisco, United States
- Trust administration firms based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 25 trust administration firms based in San Diego, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-firms/united-states/san-diego.
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 San Diego, United States
RevenueBase records 63 matching company records for trust administration firms based in San Diego, United States, with 331 tracked contacts and 164 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 San Diego, 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 | Dunhamdunham.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Christopher Weil & Company, INCcweil.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 21 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | Henderson, Caverly & PUM LLPhcesq.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“Henderson, Caverly & Pum LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California, is a full-service estates and trusts law firm, handling all aspects of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Weiner LAWweinerlegacylaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 17 contacts → |
“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Strazzeri Mancini, LLPstrazzerimancini.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | VAN Dyke & Associates, Aplcvdalaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 12 contacts → |
“AV Rated firm based in the Downtown San Diego area.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Gallagher Bolander Smedley, LLPlawgbs.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 11 contacts → |
“For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gradient Capital Advisors, LLCgradientcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Welcome to Gradient Capital Advisors.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Vanguard Legal Groupvanguardlegalgroup.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Profiduciary, INCprofiduciary.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sullivan, Mcgibbons, Crickard & Associates, LLPsmalawsd.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Denherder & Associatesdenherderlaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Battaglia & Dekoning LLPbdlawsd.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“Estate Planning | Special Needs Trusts | Conservatorships | Probate | Trust Administration” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Preston Estate Planningprestonestateplanning.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | International Private Wealth Advisorsipwadvisors.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mission Hills Financial, INCmissionhillsfinancial.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Ariston Services Group, LLCaristonservicesgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Ariston Services Group, LLC is an independent, and privately-owned investment management firm specializing in estate and succession planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | After-Tax Wealth Managementaftertaxwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legacy APClegacycounselor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Anderson Reynard LLParlawplanners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hatley LAW Group, A P.Chatleylawgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | livingtrustadvisor.comlivingtrustadvisor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Peck Firm PCpeckfirm.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Peck Firm PC is a trust and estate litigation law firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Dixon Williams LLPdixonwilliamslaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Providing estate planning and business services, including trust creation for families and high net worth individuals, trust administration, probate, trust litigation, and general…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Exclusive Estate Administration, INCeeadmin.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“EEA is an estate management and professional fiduciary company based in southern California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 63 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
63 records in the displayed employee bands.
0 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 across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 63 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 in the United States
- Trust administration firms in New York73
- 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 San Diego, United States?
The saved snapshot records 63 matching company records, 331 tracked contacts and 164 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 Francisco, United States
- Trust administration firms based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 25 trust administration firms based in San Diego, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-firms/united-states/san-diego.
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