Company lists · Data refreshed September 2026

Top 22 Trust management companies based in Columbia, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 40 companies tracked

RevenueBase identified 40 company matches for trust management companies associated with Columbia, United States as of September 2026 and tracks 258 professional contacts across them, including 118 with verified work emails. Across the United States, New York is the largest hub for this category (268 companies); Columbia has 40.

This list covers company matches for trust management companies associated with Columbia, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

40Companies

258Contacts tracked

118Verified emails

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The 22 largest trust management companies based in Columbia, United States

Ranked by team size

Top 22 of 40 company matches for trust management companies based in Columbia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Baltimore-Washington Financial Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	11-50	58 contacts →
	Exact match “BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Williams Asset Management	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	11-50	16 contacts →
	Exact match “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Sojourner, Caughman & Thomas, LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “Sojourner, Caughman & Thomas is a law practice company based out of 1301 Gervais St, Columbia, South Carolina, United States.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Miller, Bales & Company, P.C	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “The professional team at Miller, Bales & Company, P.C.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Anchor Investment Management, LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Phoenix Private Wealth	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Barron Financial Group	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	WR Wealth Planners	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Reveal Wealth	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Eagle Bluffs Wealth Management	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Newsome Law, South Carolina	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Welcome to Newsome Law, a boutique firm focused on solutions for your tax, estate and trust needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Clearview Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Caldwell Trust	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Caldwell Trust Company provides proven estate planning and investment options designed for the greatest benefit to our clients and their individual needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Barchet LAW Office	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “The attorneys at Barchet Law practice primarily in the areas of estates, trusts, elder law, and business law.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Janoskie Financial & Associates	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Forum Advisory Services	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Premier Financial	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We are trustworthy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Efinancial Advisors	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Brightworks Financial Planning LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 22, 2026	51-200	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	CBC Financial	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	11-50	2 contacts →
	Exact match “Put more wealth in your pocket and minimize your tax liability.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Trek Wealth Planning	Exact match	Columbia, MO, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Brightworks Wealth Management	Exact match	Columbia, MD, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Brightworks oversees and coordinates the financial affairs of affluent business owners and families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “trust management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 40 trust management companies based in Columbia, United States

See the full list, filter by size, metro and specialty, and access 118 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026

45.7%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 40 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Columbia, United States whose business descriptions match “trust management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 118 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Trust management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “trust management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many trust management companies are there based in Columbia, United States?

RevenueBase identified 40 company matches for trust management companies associated with Columbia, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Baltimore-Washington Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most trust management companies?

New York leads the United States with 268 company records, followed by San Diego (140) and Atlanta (139). Columbia has 40.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 118 professional contacts with verified work emails tracked across these 40 companies; direct dials are available where recorded.

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 SmartSearch, 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.