Company lists · Data refreshed September 2026
Top 21 Trust companies based in Miami, United States
RevenueBase identified 59 trust companies headquartered in Miami, United States as of September 2026 and tracks 923 professional contacts across them, including 195 with verified work emails. New York is the largest hub.
This list covers trust companies headquartered in Miami, 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 21 largest trust companies based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 160 contacts → | ||||
Strong evidence “Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 119 contacts → | ||||
Indirect evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 49 contacts → | ||||
Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Indirect evidence “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Indirect evidence “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 contacts → | ||||
Indirect evidence “Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Strong evidence “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “We promise effective and comprehensive wealth management for you, your family and your business.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Our team has 50 years of combined experience in the Wealth Management Industry.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Bastet Family and Corporate Consulting es una firma especializada en la protección patrimonial y planeación sucesoral, con un enfoque exclusivo en la gestión y transmisión de…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “With more than 70 years of combined legal experience, the attorneys at Golden Glasko & Associates, P.A, are ready to guide you through nearly any issue related to estate law and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Raul Rohr is the Founder and Managing Director of Rohr Private Wealth Management.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Welcome to Crespo Capital, where financial empowerment meets tailored wealth management solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Founded in 2016, MOENIO is a firm focused on protecting its clients when others are managing or have control over their wealth.” 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 21 of 59 trust companies based in Miami, United States
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Trust companies based in Miami, 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 Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 59 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 Miami, 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 Miami 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, 195 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 Miami, United States?
RevenueBase identified 59 trust companies headquartered in Miami, 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?
Grove Bank & Trust, headquartered in Miami, 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 195 verified decision-maker contacts tracked across these 59 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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