Company lists · Data refreshed September 2026

Top 25 Trust companies based in San Francisco, United States

Name: Trust companies based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 49 companies tracked

RevenueBase identified 49 trust companies headquartered in San Francisco, United States as of September 2026 and tracks 1,465 professional contacts across them, including 732 with verified work emails. New York is the largest hub.

This list covers trust companies headquartered in San Francisco, 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

49Companies

1,465Contacts tracked

732Verified emails

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The 25 largest trust companies based in San Francisco, United States

Ranked by team size

Top 25 of 49 trust companies based in San Francisco, 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 companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Wells Fargo Private Bank	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	10001+	676 contacts →
	Indirect evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 22, 2026
2	Jordan Park Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	191 contacts →
	Indirect evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 22, 2026
3	Parallel Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	129 contacts →
	Indirect evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 22, 2026
4	First Republic Private Wealth Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 22, 2026	501-1,000	129 contacts →
	Indirect evidence “First Republic is now part of JPMorgan Chase.” Source: RevenueBase Database · checked Sep 22, 2026
5	Robertson Stephens	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	105 contacts →
	Indirect evidence “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Source: RevenueBase Database · checked Sep 22, 2026
6	JKZ LLP	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	11-50	53 contacts →
	Strong evidence “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Source: RevenueBase Database · checked Sep 22, 2026
7	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 22, 2026
8	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 22, 2026
9	Fire Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Source: RevenueBase Database · checked Sep 22, 2026
10	Ensemble Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Indirect evidence “Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Source: RevenueBase Database · checked Sep 22, 2026
11	Skootsky & DER LLP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
12	Resolute Partners Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Source: RevenueBase Database · checked Sep 22, 2026
13	Pillar6 Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Pillar6 is a multifaceted lifestyle wealth advisory firm geared to serving successful individuals and families with active lifestyles.” Source: RevenueBase Database · checked Sep 22, 2026
14	Impactadvisor LLC	Indirect evidence	San Francisco, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Private Wealth Management: Ultra-tailored, Tax-aware, Fiduciary At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient…” Source: RevenueBase Database · checked Sep 22, 2026
15	Dean Jones LLP	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Dean Jones LLP protects wealth for clients in the San Francisco Bay Area through trusts and estate planning, business planning, trust administration, asset protection planning and…” Source: RevenueBase Database · checked Sep 22, 2026
16	LAW Offices Of Michael L. Dobrov	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
17	Highshore Holdings	Indirect evidence	San Francisco, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Global Family Office and Investment Management Services” Source: RevenueBase Database · checked Sep 22, 2026
18	Wisely Financial Strategies	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “For over ten years, we have been helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most.” Source: RevenueBase Database · checked Sep 22, 2026
19	Haven Wealth Management - CA	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “We take the time to understand our clients.” Source: RevenueBase Database · checked Sep 22, 2026
20	The LAW Office Of Byron SUN	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Strong evidence “San Francisco Bay Area law firm specializing in estate planning, trust and estate administration, and probate.” Source: RevenueBase Database · checked Sep 22, 2026
21	Etonway Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective wealth management strategies.” Source: RevenueBase Database · checked Sep 22, 2026
22	Button LAW INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Strong evidence “Specialities Drafting, wills, trusts, advanced health care directives, power of attorneys, and certifications of trusts.” Source: RevenueBase Database · checked Sep 22, 2026
23	Credo Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.” Source: RevenueBase Database · checked Sep 22, 2026
24	Berger, Nicholson, LLP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “Berger, Nicholson, LLP provides guidance to help you manage, preserve, control and transfer your wealth to your loved ones by tailoring its services to your particular needs and…” Source: RevenueBase Database · checked Sep 22, 2026
25	Union Square Global Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Source: RevenueBase Database · checked Sep 22, 2026

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 49 trust companies based in San Francisco, United States

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Trust companies based in San Francisco, United States at a glance

As of Sep 22, 2026

50.0%Verified-email coverage

29.9Average contacts per company

1-10Median size (employees)

365.3%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 49 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 San Francisco, 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 San Francisco 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, 732 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

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 San Francisco, United States?

RevenueBase identified 49 trust companies headquartered in San Francisco, 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?

Wells Fargo Private Bank, headquartered in San Francisco, 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 732 verified decision-maker contacts tracked across these 49 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.