About Us AdvisorTrust, Inc. is an independent trust company focused exclusively on providing trust services to the clients of financial advisors and independent recordkeepers. It’s About Time At AdvisorTrust, it is our belief that a trust company offering investment management services, proprietary investments or brokerage products has an inherent conflict of interest. At AdvisorTrust, we offer no investment management services and have no such conflict. …………………. Our Mission is to: Offer non-biased trust and custody services in support of registered investment advisors and other independent investment fiduciaries Offer an open investment platform with no proprietary products, no funds to push and no hidden agenda Leverage technology to enhance our services rather than simply to reduce costs. Always see and value our services through our clients’ eyes.
| Website | http://advisortrust.com |
| Revenue | $3 million |
| Employees | 2 (1 on RocketReach) |
| Founded | 2013 |
| Address | 201 South Phillips Ave Suite123, Sioux Falls, South Dakota 57104, US |
| Phone | +1 562-860-7970 |
| Technologies |
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| Industry | Financial Services, Finance General, Defined Contribution Plans, Finance, Plan Admin Fiduciary Services, Advisor Tools |
| Keywords | Trust Administration Services, Corporate Trust Services, Family Trust Services, Trust And Estate Planning |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, BlackRock, LPL Financial, T. Rowe Price, Dimensional Fund Advisors, Pershing, a BNY Mellon company, GSAM STABLE VALUE, LLC +39 more (view full list) |
| SIC | SIC Code 673 Companies, SIC Code 67 Companies |
| NAICS | NAICS Code 523991 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies |
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The AdvisorTrust, Inc annual revenue was $3 million in 2026.
Kathirene Smith is the Director of Compliance of AdvisorTrust, Inc.
1 people are employed at AdvisorTrust, Inc.
AdvisorTrust, Inc is based in Sioux Falls, South Dakota.
The NAICS codes for AdvisorTrust, Inc are [523991, 5239, 523, 52, 52399].
The SIC codes for AdvisorTrust, Inc are [673, 67].