What Avalon does

Clearstead Avalon Trust is a New Mexico-chartered trust company wholly owned by Clearstead Advisors, LLC, founded in 1998 in Santa Fe, New Mexico, and previously operating as Avalon Trust. The firm provides integrated investment management, financial planning, and fiduciary services to high-net-worth individuals and families, trusts and estates, and foundations and non-profits. Its core service lines include Private Wealth Management, Institutional Investment Consulting, Advisory Solutions, Corporate Trustee Services, Family Office Support, and Estate Planning, supplemented by THE CLEARSIGHT Analysis, a complimentary review used as an entry point into full engagements. Investment decisions are driven by a disciplined bottom-up fundamental research process that blends growth and value investing, complemented by top-down economic analysis, with an emphasis on environmental, social, and governance quality as a competitive signal.

The business operates on a fee-based model, generating revenue primarily through advisory charges on assets under management and fiduciary service fees on trust and estate engagements. Distribution is executed through a direct enterprise field sales motion in which senior managing directors, partners, and managing directors develop and maintain long-term client relationships. The firm maintains regional offices in Santa Fe, NM; Ridgewood, NJ; and Lake Oswego, OR, while leveraging Clearstead Advisors' broader national footprint of more than a dozen offices and in-house tax and charitable planning professionals. The team of approximately 17 named professionals includes multiple CFA charterholders and individuals with JD, CTFA, and MBA credentials, supporting investment, legal, and client service functions. The entity is not registered with the SEC, distinguishing its regulated trust-company status from the SEC-registered investment adviser operations of its parent.

Name

Avalon

Legal name

Clearstead Avalon Trust

Website

https://avalontrust.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Clearstead Avalon Trust is a New Mexico-chartered trust company, wholly owned by Clearstead Advisors, that provides integrated investment management, financial planning, and fiduciary services to high-net-worth individuals, families, trusts, foundations, and non-profits across regional U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management and Trust Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Estate Planning, Trust Structuring & Governance (FSAAADAF), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Estate, Gift & Trust Valuation (BPAHANAL), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Trust and fiduciary services
• Investment advisory services
• Estate planning services
• Family office support

Headquarters

HQ city

Santa Fe

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Advisory Services: Clearstead Avalon Trust generates revenue through comprehensive wealth management services, investment advisory fees, planning services, and fiduciary services as a corporate trustee. The firm serves individuals, families, trusts, foundations, and non-profits with integrated investment, planning, and fiduciary solutions. Revenue is derived from advisory fees and fiduciary service charges based on assets under management and service complexity.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Clearstead Avalon Trust is a New Mexico-chartered trust company that delivers integrated investment management, financial planning, and fiduciary services to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm combines bottom-up fundamental research with top-down economic analysis, providing private wealth management, institutional investment consulting, corporate trustee services, family office support, and estate planning under a single relationship-based offering.

Product overview

Clearstead Avalon Trust operates as a financial advisory and wealth management firm offering an integrated suite of services. The core portfolio includes Private Wealth Management, Institutional Investment Consulting, and Advisory Solutions as primary service lines, complemented by THE CLEARSIGHT Analysis (a complimentary financial review tool), Corporate Trustee Services, Family Office Support, and Estate Planning. The company employs a bottom-up investment philosophy blending growth and value investing with fundamental research, providing clients with integrated investment, planning, and fiduciary solutions through its New Mexico-chartered trust company structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management
• Institutional Investment Consulting
• Advisory Solutions
• THE CLEARSIGHT Analysis
• Corporate Trustee Services
• Family Office Support
• Estate Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Northern Trust: Northern Trust is a major provider of private wealth management, corporate trustee, and custody services to HNW/UHNW clients nationally. While much larger and broader, its Wealth Management segment directly competes with Clearstead Avalon Trust for trust administration and estate planning mandates.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management offers private banking, investment management, and trust services to HNW/UHNW clients. It competes with Clearstead Avalon Trust for corporate trustee mandates and family office services, particularly for large multi-generational and foundation clients.
• Brown Brothers Harriman: Brown Brothers Harriman is a privately held global financial firm offering private banking, wealth management, and trust services to HNW families. Its Personal Wealth Management business directly competes for corporate trustee and family office mandates similar to Clearstead Avalon Trust.
• PNC Wealth Management: PNC Wealth Management provides HNW wealth advisory, trust administration, and estate planning services through its Hawthorn unit. It is comparable in offering corporate trustee services and integrated wealth planning, though at significantly larger scale.
• City National Bank (RBC Wealth Management): City National Bank, now part of RBC Wealth Management, provides private banking, wealth management, and trust services to HNW clients. Its national footprint and integrated platform compete with Clearstead Avalon Trust for HNW trust and estate planning mandates.

Regional players

• The Bryn Mawr Trust Company: Bryn Mawr Trust is a Pennsylvania-chartered trust and wealth management company serving HNW clients, families, and institutions. It is comparable to Clearstead Avalon Trust as a chartered trust company with integrated wealth management, though focused primarily on the Mid-Atlantic region.

Direct peers

• Laird Norton: Laird Norton is a privately held multi-family office and wealth management firm serving HNW families and foundations across generations. It is comparable to Clearstead Avalon Trust in its integrated investment, trust, and family office offering for multigenerational clients.
• Bessemer Trust: Bessemer Trust is a leading private wealth management and corporate trustee firm focused exclusively on HNW and UHNW families. It is highly comparable to Clearstead Avalon Trust in offering integrated investment management, trust administration, and family office services for multi-generational wealth.
• Glenmede: Glenmede is an independent wealth management and trust company founded by the Pew family, serving HNW families, foundations, and endowments. It is structurally and strategically comparable to Clearstead Avalon Trust as a privately held trust company providing integrated investment management and fiduciary services.
• Wilmington Trust: Wilmington Trust (part of M&T Bank) provides wealth advisory, corporate trustee, and fiduciary services to HNW families and foundations. It is comparable in its trust company charter, integrated investment and fiduciary offering, and focus on multi-generational wealth planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avalon