America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 7
2026 ADVISOR-FRIENDLY TRUST COMPANIES
which means the real test comes when
circumstances deviate from normal,
and the trust officers have to go above
and beyond to make things right.
Something went wrong. Something
BEST ADVISOR
SERVICE
got fixed. That’s what we’re measuring
when we measure service. Everyone
here does it well. A few do it beautifully,
again and again.
BEST CLIENT/
BENEFICIARY
SERVICE
BEST TRUST
TECHNOLOGY
These rankings are fluid by design.
We’re open to new categories and
different ways to measure advisorfriendliness as the industry evolves.
BEST
VALUE
BEST
OVERALL
1
1
1
1
1
PLACE
PLACE
PLACE
PLACE
PLACE
2
2
2
2
2
PLACE
PLACE
PLACE
PLACE
PLACE
(TIE)
3
3
3
3
PLACE
PLACE
PLACE
PLACE
4
4
4
4
4
PLACE
PLACE
PLACE
PLACE
PLACE
(TIE)
5
5
5
5
PLACE
PLACE
PLACE
PLACE
Disclaimer: Each trust company included in Advisor-Friendly Trust Companies 2026 is based on the results of an independent survey of Wealth Advisor subscribers, deployed in December 2025 and running
into February 2026. The survey measured advisor familiarity and overall satisfaction across the categories listed above. Each provider paid the same sponsorship fee to be listed; that fee has no connection to
survey results and also entitles providers to marketing services from The Wealth Advisor.
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