Company lists · Data refreshed September 2026

Top 25 Trust management companies based in the United States

Name: Trust management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 9,633 companies tracked

RevenueBase identified 9,633 trust management companies headquartered in the United States as of September 2026 and tracks 158,514 professional contacts across them, including 73,577 with verified work emails. New York is the largest hub.

This list covers trust management companies headquartered in the 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

9,633Companies

158,514Contacts tracked

73,577Verified emails

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The 25 largest trust management companies based in the United States

Ranked by team size

Top 25 of 9,633 trust management companies based in the 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 management 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 22, 2026
2	City National Bank	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 22, 2026	1,001-5,000	6,263 contacts →
	Indirect evidence “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Source: RevenueBase Database · checked Sep 22, 2026
3	Bank Of America Private Bank	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,898 contacts →
	Indirect evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 22, 2026
4	Janney Montgomery Scott LLC	Partial evidence	Philadelphia, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,611 contacts →
	Partial evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 22, 2026
5	Wilmington Trust	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,951 contacts →
	Partial evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 22, 2026
6	Creative Planning	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,885 contacts →
	Indirect evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 22, 2026
7	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 22, 2026
8	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 22, 2026
9	Wealth Enhancement	Indirect evidence	Plymouth, MN, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,516 contacts →
	Indirect evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 22, 2026
10	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 22, 2026
11	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 22, 2026
12	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 22, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 22, 2026
13	Bessemer Trust	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,346 contacts →
	Partial evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 22, 2026
14	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 22, 2026
15	ZRS Management	Partial evidence	Orlando, FL, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,232 contacts →
	Partial evidence “ZRS Management, LLC is a stand-alone third party management company.” Source: RevenueBase Database · checked Sep 22, 2026
16	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 22, 2026
17	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 22, 2026
18	Northern Trust Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	10001+	771 contacts →
	Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 22, 2026
19	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 22, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 22, 2026
20	Wells Fargo Private Bank	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	10001+	676 contacts →
	Partial 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
21	Moneta	Partial evidence	Clayton, MO, United StatesHQ checked Sep 22, 2026	501-1,000	586 contacts →
	Partial evidence “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Source: RevenueBase Database · checked Sep 22, 2026
22	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 22, 2026
23	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 22, 2026	501-1,000	573 contacts →
	Partial evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 22, 2026
24	Savant Wealth Management	Partial evidence	Rockford, IL, United StatesHQ checked Sep 22, 2026	501-1,000	565 contacts →
	Partial evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 22, 2026
25	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 22, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” 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 management 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 management companies.
Partial evidence: Its own public description names part of trust management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust management 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 9,633 trust management companies based in the United States

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Trust management companies based in the United States at a glance

As of Sep 22, 2026

46.4%Verified-email coverage

16.5Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

6,932

11-50

2,159

51-200

355

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 9,633 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 management 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 the United States whose own description of what they do matches “trust management 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 management 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 management companies, and records with no verified work email. Companies headquartered outside United States 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, 73,577 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 management companies by metro

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 management 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 management companies are there based in the United States?

RevenueBase identified 9,633 trust management companies headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most trust management companies?

New York leads with 268 headquartered companies, followed by San Diego (140) and Atlanta (139).

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 73,577 verified decision-maker contacts tracked across these 9,633 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.