America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 7
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
either structure as long as it ensures
that management of the trust assets
remains with the advisor.
Again, every company in this book
is extremely competent. They’re all
great at what they do, which makes
it difficult to quantify the value they
add under normal circumstances. But
every trust is unique and incredibly
important to the family it supports,
which means the real excellence of
these companies comes when life
deviates from “normal circumstances”
and the trust officers need to go
above and beyond expectations.
We model this aspect of the trust
company relationship as “service”
because so many of our stories
about service revolve around how the
BEST DIRECTED
TRUSTS
How important are
trust services and estate
planning to your practice?
26%
5%
46%
23%
Essential for long-term account retention
Essential for retention and prospecting
Handy but not essential
Don’t use / don’t plan to use
BEST DELEGATED
TRUSTS
BEST
SERVICE
team stepped up to solve a problem.
Something went wrong. Something
got fixed. That’s service. Everyone
here does well, but a few have
distinguished themselves for doing it
beautifully, again and again and again.
You’ll notice that these rankings are
fluid. We’re open to new categories
and different ways to quantify the
“friendliness” as we work to help
advisors get the best possible fit
for their needs. Remember, polling
measures only statistical reality, but
when you drill down into the voting,
one advisor’s “poor” is another
advisor’s “excellent.” The same
company can reflect both outcomes
simultaneously. But if you’re looking
for the highest probability of a positive
experience, start here.
BEST
OVERALL
Disclaimer: Each trust company (“Provider”) included in Advisor-Friendly Trust Companies 2025 is based on the results presented above of an independent survey of all Wealth Advisor subscribers. The methodology
used for this independent survey of The Wealth Advisor’s registered subscribers was deployed in December 2024. The survey uncovered advisor familiarity and overall satisfaction covering four categories set forth
above for the solution providers we track. Additional survey results will be published in updates to 2025 edition of Advisor-Friendly Trust Companies. Each provider paid the same sponsorship fee to be listed in AdvisorFriendly Trust Companies. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor.
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