Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Atlanta, United States

RevenueBase identified 139 trust management companies headquartered in Atlanta, United States as of September 2026 and tracks 1,636 professional contacts across them, including 616 with verified work emails. New York is the largest hub.

This list covers trust management 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.

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
139Companies
1,636Contacts tracked
616Verified emails
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The 25 largest trust management companies based in Atlanta, United States

Ranked by team size
Top 25 of 139 trust management companies based in Atlanta, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 2026201-500177 contacts →

Partial evidence

“We are a professional, third-party property management company with over 30 years of real estate investment, management, and acquisition experience.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202651-200125 contacts →

Indirect evidence

“At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202651-200102 contacts →

Indirect evidence

“At BIP Wealth, our experienced team members help clients manage their wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202651-20077 contacts →

Partial 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, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202651-20045 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, 2026
6Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5032 contacts →

Partial evidence

“Sage Mountain is an all-inclusive wealth management firm and alternative investing community.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5030 contacts →

Partial evidence

“MendenFreiman is a boutique law firm located in Atlanta, Georgia, with a focus on business law, tax planning and controversy, estate planning, and estate and trust administration.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5022 contacts →

Indirect evidence

“Cornerstone Investment Partners, LLC is an employee owned investment manager.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202651-20021 contacts →

Partial 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, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5017 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, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5016 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, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5014 contacts →

Partial 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, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5014 contacts →

Indirect evidence

“For over 20 years, Djuric Spratt has served families across the country.”

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5014 contacts →

Partial evidence

“Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.”

Source: RevenueBase Database · checked Sep 22, 2026
16Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-1014 contacts →

Partial evidence

“Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-5011 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, 2026
18Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-1011 contacts →

Partial evidence

“Meet Smith +Howard Wealth Management.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-1010 contacts →

Indirect evidence

“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

“Based in Atlanta, our firm was created by two attorneys who care about your family.”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-109 contacts →

Partial evidence

“Walker Estate Planning is a full-service Trusts and Estates law firm.”

Source: RevenueBase Database · checked Sep 22, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-508 contacts →

Partial evidence

“We go beyond traditional investment strategies to offer personalized wealth management and business advisory services.”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-508 contacts →

Indirect evidence

“Wellspring Associates is a source of continual wealth preservation, wealth transfer, and philanthropic ideas, strategies, and solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 22, 202611-508 contacts →

Indirect evidence

“At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 139 trust management companies based in Atlanta, United States

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Trust management companies based in Atlanta, United States at a glance

As of Sep 22, 2026
37.7%Verified-email coverage
11.8Average contacts per company
1-10Median size (employees)
192.8%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
97
11-50
30
51-200
8
201-500
2

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 139 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 Atlanta, 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 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, 616 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 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 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 Atlanta, United States?

RevenueBase identified 139 trust management 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?

Stonemark, headquartered in Atlanta, 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 616 verified decision-maker contacts tracked across these 139 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.