Company lists · Data refreshed September 2026

Top 18 Trust management companies based in Washington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 35 companies tracked

RevenueBase identified 35 company matches for trust management companies associated with Washington, United States as of September 2026 and tracks 151 professional contacts across them, including 76 with verified work emails. Across the United States, New York is the largest hub for this category (268 companies); Washington has 35.

This list covers company matches for trust management companies associated with Washington, 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

35Companies

151Contacts tracked

76Verified emails

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The 18 largest trust management companies based in Washington, United States

Ranked by team size

Top 18 of 35 company matches for trust management companies based in Washington, 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	Kozusko Harris Duncan	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	11-50	34 contacts →
	Exact match “Kozusko Harris Vetter Wareh Duncan LLP ("KHD") is a boutique trusts and estates law firm serving a select group of clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Farr, Miller & Washington	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Royal LAW Firm, Pllc	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “The Royal Law Firm PLLC, founded in 2009 by Priya Prakash Royal, Esq, LL.M, MBA, AEP®, TEP, is a private client law firm serving individuals, families, and closely held…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Franklin Karibjanian & LAW Pllc	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Our Story Franklin Karibjanian & Law PLLC is a boutique trusts and estates law firm, serving clients in the National Capital region, Florida and beyond.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Accelerant LAW	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Accelerant was founded by entrepreneurial-minded attorneys who strive to modernize the current approach to estate planning by incorporating 21st-century business practices and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Capital Area Planning Group	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Valor Wealth Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Adalan Private Wealth	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Gift Of Love Legal Pllc	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Serving Clients Throughout Washington, DC and Maryland.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Preserve Private Wealth, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	MZ Capital Management	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “MZ Capital Management is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Fincap360	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Building on your success.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	ILG Private Wealth	Exact match	Washington, PA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Globus Capital Advisors	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Globus Capital Advisors is a leading financial services company providing diverse wealth management and advisory services to individuals, businesses, and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Wills And Trusts LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Infinite Estate Planning	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “We provide estate planning services to individuals and their families to help protect their hard-earned assets and ensure their family decisions are respected.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Pine Harbor Wealth Management	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “A boutique investment and wealth management firm focused on helping families navigate complex financial decisions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Mejia Capital LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Mejia Capital is an independent wealth management firm that provides comprehensive investment management advice to empower clients around the world to achieve their financial…” 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 18 of 35 trust management companies based in Washington, United States

See the full list, filter by size, metro and specialty, and access 76 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026

50.3%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 35 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 Washington, 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 76 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 Washington, United States?

RevenueBase identified 35 company matches for trust management companies associated with Washington, 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?

Kozusko Harris Duncan 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). Washington has 35.

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 76 professional contacts with verified work emails tracked across these 35 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.