Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Irvine, United States

RevenueBase identified 64 trust management companies headquartered in Irvine, United States as of September 2026 and tracks 670 professional contacts across them, including 252 with verified work emails. New York is the largest hub.

This list covers trust management companies headquartered in Irvine, 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
64Companies
670Contacts tracked
252Verified emails
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The 25 largest trust management companies based in Irvine, United States

Ranked by team size
Top 25 of 64 trust management companies based in Irvine, 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
1Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202651-20091 contacts →

Indirect evidence

“Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5037 contacts →

Partial evidence

TRUST EXPERIENCE.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5034 contacts →

Indirect evidence

“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5029 contacts →

Partial evidence

“We are an Orange County trust administration and litigation law firm that helps Southern California-based family trust successor trustees perform their duties as trustees.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5026 contacts →

Partial evidence

“At The Estate Lawyers, we focus exclusively on trust and estate litigation, advocating for individuals and families when the stakes are highest.”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5025 contacts →

Partial evidence

“Committed to providing high level litigation services, trust administration, probate, and trust litigation appeals.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5021 contacts →

Partial evidence

“Your trusted partner in wealth management.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5015 contacts →

Indirect evidence

“For over twenty years, Citadel Law Corporation has provided a complete range of essential and advanced estate planning services.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5015 contacts →

Indirect evidence

“When we first opened our doors in 1995, we decided that the best way to practice was by becoming experts in a single area of the law, estate planning.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5013 contacts →

Indirect evidence

“Driscoll Anderson Reynard LLP specializes in offering custom estate planning and probate services for individuals and families.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“In the world of financial services, it can be difficult to find trusted partners.”

Source: RevenueBase Database · checked Sep 22, 2026
12Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-1011 contacts →

Partial evidence

“Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-108 contacts →

Indirect evidence

“Do you need an Orange County estate planning lawyer?”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-108 contacts →

Indirect evidence

“At WMBC we believe that wealth is about well-being.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Modern Wealth Law, APLC is a full service estate planning and probate law firm in Orange County.”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-507 contacts →

Partial evidence

“OC Wills and Trust Attorneys, a division of the Law Offices of Brian Chew, was founded on the principle of providing our clients with professional legal services while also…”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-507 contacts →

Indirect evidence

“Each client has a different idea of what Wealth is to them.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-507 contacts →

Indirect evidence

“At Prosperity Partners, we believe Prosperity is more than a number.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-507 contacts →

Indirect evidence

“Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.”

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.”

Source: RevenueBase Database · checked Sep 22, 2026
22Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial evidence

“Law Offices of Eric Becker is a Trust Litigation and Administration, Probate, and Estate Planning company based out of Von Karman Ave.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial evidence

“StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“Preserving wealth, enriching legacy.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“Estate Planning, Domestic & Offshore Asset Protection, Business Incorporation”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 64 trust management companies based in Irvine, United States

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

As of Sep 22, 2026
37.6%Verified-email coverage
10.5Average contacts per company
1-10Median size (employees)
418.8%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
20
51-200
3

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 64 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 Irvine, 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 Irvine 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, 252 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 Irvine, United States?

RevenueBase identified 64 trust management companies headquartered in Irvine, 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?

Brown Streza, headquartered in Irvine, 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 252 verified decision-maker contacts tracked across these 64 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.