Company lists · Data refreshed September 2026

Top 21 Trust management companies based in Jacksonville, United States

RevenueBase identified 34 trust management companies headquartered in Jacksonville, United States as of September 2026 and tracks 167 professional contacts across them, including 62 with verified work emails. New York is the largest hub.

This list covers trust management companies headquartered in Jacksonville, 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
34Companies
167Contacts tracked
62Verified emails
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The 21 largest trust management companies based in Jacksonville, United States

Ranked by team size
Top 21 of 34 trust management companies based in Jacksonville, 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 evidenceJacksonville, FL, United StatesHQ checked Sep 22, 202611-5020 contacts →

Indirect evidence

“Purcell, Flanagan & Hay is a law firm specializing in serving high net worth individuals and business owners.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-1010 contacts →

Partial evidence

“Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

“Ivan & Daugustinis, PLLC is a full-service estate planning law firm.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“A passion to see our clients succeed - at Atlantic Edge Wealth our fiduciary financial advisors strive to deliver clients a valuable and transparent wealth management experience.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 2026201-5008 contacts →

Partial evidence

“Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceJacksonville, United StatesHQ checked Sep 22, 202651-2008 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceJacksonville, United StatesHQ checked Sep 22, 202611-507 contacts →

Partial evidence

“Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to…”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-106 contacts →

Partial evidence

“Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective…”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-106 contacts →

Partial evidence

“Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“We provide comprehensive financial planning services tailored to the wants and needs of our clients.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“A trusted law firm in Jacksonville, Florida since 1938, Donahoo & McMenamy, P.A.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 202611-505 contacts →

Indirect evidence

“RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“We understand that each family’s and business’s needs are unique and will work with you to develop a personalized approach that maximizes your benefits while minimizing the tax…”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“PARAGON.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceJacksonville, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“The content provided is for educational purposes only.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.”

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives.”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceJacksonville, FL, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“WHAT WE DO: We provide legal representation in connection with the following:* Trust Administration * Probate * Trust & Probate Litigation * Trust & Will Contests * Professional…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 21 of 34 trust management companies based in Jacksonville, United States

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

As of Sep 22, 2026
37.1%Verified-email coverage
4.9Average contacts per company
1-10Median size (employees)
788.2%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
4
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 34 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 Jacksonville, 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 Jacksonville 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, 62 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 Jacksonville, United States?

RevenueBase identified 34 trust management companies headquartered in Jacksonville, 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?

Purcell, Flanagan & Hay, P.A, headquartered in Jacksonville, 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 62 verified decision-maker contacts tracked across these 34 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.