Company lists · Data refreshed September 2026
Top 20 Trust management companies based in Birmingham, United States
RevenueBase identified 32 trust management companies headquartered in Birmingham, United States as of September 2026 and tracks 687 professional contacts across them, including 331 with verified work emails. New York is the largest hub.
This list covers trust management companies headquartered in Birmingham, 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 20 largest trust management companies based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 284 contacts → | ||||
Strong evidence “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 contacts → | ||||
Indirect evidence “Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 51 contacts → | ||||
Indirect evidence “The Welch Group, LLC was founded in 1984 as a way for Stewart H.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “RockBridge Group is committed to strengthening client and advisor relationships through superior advice and tax-efficient solutions for the unique planning needs of families with…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Financial freedom is not an option.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Strong evidence “Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Webb Garner Wealth Partners believe in getting to know you and establishing a personal relationship to provide the best possible financial guidance.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “At Mainstream Financial Group, we provide financial, estate, retirement and tax planning services in a comprehensive approach geared toward meeting clientsâ wealth and legacy…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Plan.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Full service boutique law firm located in Birmingham, MI, specializing in trust and estate planning, business succession planning, tax planning, asset protection planning and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Our firm nutures family trees across generations with Advisors spanning wide ranges in age, knowledge, interests, education, background and experience.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Tavi PLC is a leading Michigan law firm proudly providing sophisticated legal counsel to a select clientele from its' principal office in Birmingham, Michigan.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “The Law Offices of Kristen R.” 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 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 20 of 32 trust management companies based in Birmingham, United States
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Trust management companies based in Birmingham, 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 Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 32 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 Birmingham, 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 Birmingham 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, 331 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
- Trust management companies in New York268
- Trust management companies in San Diego140
- Trust management companies in Atlanta139
- Trust management companies in Houston132
- Trust management companies in Dallas131
- Trust management companies in Chicago114
- Trust management companies in Austin95
- Trust management companies in Scottsdale94
- Trust management companies in Denver92
- Trust management companies in Los Angeles91
- Trust management companies in Boston90
- Trust management companies in San Francisco90
- Trust management companies in Miami89
- Trust management companies in Charlotte71
- Trust management companies in Irvine64
- Trust management companies in Seattle58
- Trust management companies in Boca Raton57
- Trust management companies in Newport Beach55
- Trust management companies in Portland52
- Trust management companies in Tampa52
- Trust management companies in Cincinnati51
- Trust management companies in Wilmington49
- Trust management companies in Las Vegas47
- Trust management companies in Phoenix45
- Trust management companies in Bellevue44
- Trust management companies in Indianapolis44
- Trust management companies in Columbia40
- Trust management companies in Orlando38
- Trust management companies in Overland Park38
- Trust management companies in Sarasota38
- Trust management companies in Minneapolis37
- Trust management companies in Raleigh37
- Trust management companies in Madison36
- Trust management companies in Naples35
- Trust management companies in San Antonio35
- Trust management companies in Washington35
- Trust management companies in Columbus34
- Trust management companies in Fort Worth34
- Trust management companies in Greenville34
- Trust management companies in Jacksonville34
- Trust management companies in Louisville34
- Trust management companies in Pasadena34
- Trust management companies in Grand Rapids33
- Trust management companies in Richmond33
- Trust management companies in Birmingham32
- Trust management companies in Colorado Springs31
- Trust management companies in Pittsburgh31
- Trust management companies in Tulsa31
- Trust management companies in Omaha30
- Trust management companies in Philadelphia30
- Trust management companies in Springfield30
- Trust management companies in Walnut Creek30
- Trust management companies in Coral Gables29
- Trust management companies in Cleveland28
- Trust management companies in Fort Lauderdale27
- Trust management companies in Lexington27
- Trust management companies in Memphis27
- Trust management companies in Nashville27
- Trust management companies in San Jose27
- Trust management companies in Westlake Village26
- Trust management companies in Greenwood Village25
- Trust management companies in Rochester25
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 Birmingham, United States?
RevenueBase identified 32 trust management companies headquartered in Birmingham, 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?
Waverly Advisors, LLC, headquartered in Birmingham, 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 331 verified decision-maker contacts tracked across these 32 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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