Company lists · Data refreshed September 2026
Top 25 Trust companies based in Atlanta, United States
RevenueBase identified 93 trust companies headquartered in Atlanta, United States as of September 2026 and tracks 1,096 professional contacts across them, including 403 with verified work emails. New York is the largest hub.
This list covers trust companies headquartered in Atlanta, 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.
The 25 largest trust companies based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 77 contacts → | ||||
Indirect evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Indirect evidence “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32 contacts → | ||||
Indirect evidence “Sage Mountain is an all-inclusive wealth management firm and alternative investing community.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Indirect evidence “Cornerstone Investment Partners, LLC is an employee owned investment manager.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Indirect evidence “Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Indirect evidence “For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Indirect evidence “At Hoffman & Associates we are passionate about helping clients achieve success and peace of mind, through planning and applying our legal expertise.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence “Meet Smith +Howard Wealth Management.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Strong evidence “Walker Estate Planning is a full-service Trusts and Estates law firm.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “With over 90 years of collective experience, the attorneys of Hendrick, Rascoe, Zitron & Long, LLC design comprehensive plans to help families and businesses protect their wealth…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Strong evidence “We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Strong evidence “For over 25 years, Rebecca Cummings has been a trusted source for clients seeking an expert in wills, trusts, and estates.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Jacobs Law is a Sandy Springs law firm that values our family style atmosphere.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: trust companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names trust companies.
- Partial evidence
- Its own public description names part of trust companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name trust companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 93 trust companies based in Atlanta, United States
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Trust companies based in Atlanta, 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 Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 93 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 companies, 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 Atlanta, United States whose own description of what they do matches “trust companies”. 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 companies), 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 companies, and records with no verified work email. Companies headquartered outside Atlanta 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, 403 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.
Trust companies by metro in the United States
- Trust companies in New York179
- Trust companies in Atlanta93
- Trust companies in Dallas93
- Trust companies in San Diego92
- Trust companies in Houston90
- Trust companies in Chicago77
- Trust companies in Boston68
- Trust companies in Austin61
- Trust companies in Miami59
- Trust companies in Denver58
- Trust companies in Scottsdale56
- Trust companies in Los Angeles53
- Trust companies in Charlotte49
- Trust companies in San Francisco49
- Trust companies in Seattle45
- Trust companies in Portland43
- Trust companies in Irvine40
- Trust companies in Newport Beach40
- Trust companies in Tampa40
- Trust companies in Las Vegas38
- Trust companies in Wilmington37
- Trust companies in Boca Raton34
- Trust companies in Cincinnati33
- Trust companies in Columbia33
- Trust companies in Indianapolis32
- Trust companies in Madison30
- Trust companies in Pittsburgh30
- Trust companies in Overland Park29
- Trust companies in Raleigh29
- Trust companies in Naples28
- Trust companies in Phoenix28
- Trust companies in Washington28
- Trust companies in Louisville26
- Trust companies in Minneapolis26
- Trust companies in Columbus25
- Trust companies in Jacksonville25
- Trust companies in Memphis25
- Trust companies in Philadelphia25
- Trust companies in San Antonio25
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 companies, 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 companies are there based in Atlanta, United States?
RevenueBase identified 93 trust companies headquartered in Atlanta, 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?
BIP Wealth, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most trust companies?
New York leads with 179 headquartered companies, followed by Atlanta (93) and Dallas (93).
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 403 verified decision-maker contacts tracked across these 93 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.
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