Trusted Advisor Associates

What Trusted Advisor Associates does

Trusted Advisor Associates is a privately held management consulting and professional training firm founded in 2000 and headquartered in Arlington, Virginia. The firm specializes in organizational trust-building, serving primarily Fortune 500 enterprises alongside mid-sized and emerging organizations across Financial Services, Professional Services, Technology, Healthcare, Defense/Government, Legal, and other verticals. Its named clients include Google, Microsoft, Deloitte, KPMG, Deutsche Bank, Vanguard, UBS, Johnson & Johnson, Genentech, General Dynamics, BAE Systems, and MITRE.

The company's intellectual property centers on the Trust Equation (T = (C+R+I)/S, where C=Credibility, R=Reliability, I=Intimacy, S=Self-Orientation) and the Trust Creation Process (ELFEC). These are operationalized through the Trust Quotient (TQ) self-assessment and the Trust360 multi-rater assessment, and extended via the Four Trust Principles framework (Focus on the Other, Collaboration, Long-term Perspective, Transparency). Content IP is anchored by Charles H. Green's co-authorship of The Trusted Advisor (with Maister and Galford), The Trusted Advisor Fieldbook, Trust-Based Selling (McGraw-Hill, 2005), and The Trusted Leader.

Revenue is generated primarily through professional services: multi-day and mini workshops, custom enterprise programs, executive coaching, and keynote speaking, supplemented by self-paced online learning via TA Academy and assessment-based recurring revenue from TQ/Trust360. Pricing is quote-based with no public disclosure. The operating model is lean — roughly nine core practitioners plus a four-person advisory council — supported by a long-running content engine (TrustMatters blog dating 2007-2026, podcast, webinars, eBooks) and global compliance postures (GDPR, LGPD) that support client engagements in the EU and Brazil.

Name

Trusted Advisor Associates

Legal name

Trusted Advisor Associates, LLC

Website

https://trustedadvisor.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Trusted Advisor Associates is a private Arlington, Virginia-based consulting and training firm that helps Fortune 500 and mid-market organizations build measurable trustworthiness through workshops, coaching, and its proprietary Trust Quotient and Trust360 assessments.

Ownership category

akta.pro rank

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Training Workshops: Multi-day immersive workshop programs delivered in-person to organizations. Customized to address specific trust-building needs of executive teams and organizations.
2. Mini Workshops: Shorter, focused workshop sessions on specific trust-related topics for time-constrained organizations.
3. Custom Programs: Tailored organizational development programs designed to meet specific client needs around trust building and leadership.
4. Executive Coaching: One-on-one coaching services for leaders seeking to develop trust-building capabilities.
5. Keynote Speaking: Conference and event keynote presentations on trust-based leadership and selling topics.
6. Online Learning Platform: Self-paced online courses and educational content available through TA Academy (education.trustedadvisor.com).
7. Assessment Tools: Trust Quotient and Trust360 diagnostic assessments that generate personalized trust reports.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels10 records

Core offering

Trusted Advisor Associates is a management consulting and training firm that helps organizations and individuals build measurable trustworthiness. It sells multi-day workshops, mini workshops, custom programs, executive coaching, keynote presentations, organizational diagnostics, and self-paced online learning through its TA Academy platform. Its flagship assessment products are the Trust Quotient (TQ) self-assessment and the Trust360 multi-rater assessment, both grounded in the proprietary Trust Equation framework.

Product overview

Trusted Advisor Associates offers a suite of professional training, assessment, and consulting services centered on trust-building in organizations. The core portfolio consists of the Trust Quotient (TQ) Self-Assessment and Trust360 Multi-rater Assessment tools, supported by delivery mechanisms including Workshops, Mini Workshops, Custom Programs, Coaching, Keynotes, Online Learning (TA Academy), and Diagnostics. The company also publishes books including The Trusted Advisor, The Trusted Leader, The Trusted Advisor Fieldbook, and Trust-Based Selling. All offerings are grounded in the Trust Equation framework (Credibility, Reliability, Intimacy, Self-Orientation) and the Four Trust Principles (Focus on the Other, Collaboration, Long-term Perspective, Transparency).

Differentiator

Problem solved

Functional benefit

Brands

• Trust Quotient (TQ): Self-assessment tool based on the Trust Equation for measuring personal trustworthiness.
• Trust360
• Trust-Based Selling
• Trust-Based Selling (book)

Products and services

• Trust Quotient (TQ) Self-Assessment A self-assessment tool based on the four components of the Trust Equation (Credibility, Reliability, Intimacy, and Self-Orientation) that generates a personalized report identifying trust strengths and opportunities for growth with actionable recommendations. Available to individuals through TrustSuite and used as a diagnostic in organizational engagements.
• Trust360 Multi-Rater Assessment A multi-rater assessment that provides 360-degree feedback on trustworthiness by gathering input from multiple stakeholders within and outside an organization, used to evaluate perceived trust at the individual and team level.
• Workshops Multi-day immersive professional training workshops designed to help executives and teams cultivate trust and build productive workplace relationships through hands-on learning experiences.
• Mini Workshops Shorter-format workshop sessions offering condensed trust-building training content for time-constrained professionals and organizations.
• Custom Programs Tailored organizational development programs developed to address specific organizational challenges and trust-building needs identified during assessment and discovery.
• Executive Coaching One-on-one professional coaching services to help individual executives and leaders develop trust-building skills and implement strategies drawn from the Trust Equation and Trust Creation Process.
• Keynotes Motivational speaking engagements focused on trust-based leadership, business development, and trust-based selling principles for conferences and corporate events.
• Online Learning (TA Academy) Self-paced online education platform providing courses on trust development, the Trust Equation, and trust-based selling, available through TA Academy at education.trustedadvisor.com for individual and organizational access.
• Diagnostics Organizational assessment services that evaluate perceived trustworthiness both internally and externally to identify areas for growth and develop customized trust-building strategies.

Quantifiable outcome

• Trustworthiness is measurable through the Trust Quotient and Trust360 assessments
• +1 more outcomes

Named customers43 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Dale Carnegie & Associates: Century-old professional training firm delivering courses in leadership, communication, and interpersonal skills through workshops and certified trainers. Closely comparable delivery model and enterprise customer base, though with broader general-business training scope.
• Wilson Learning: Sales and leadership development company offering workshops, assessments, and consulting to global enterprises. Comparable mix of trust/relationship-based selling training, enterprise delivery, and assessment-driven methodology.
• Center for Creative Leadership: Nonprofit research-and-training institution specializing in leadership development with proprietary assessment tools (e.g., 360-degree feedback). Comparable assessment methodology, executive-coaching offerings, and enterprise target market.
• Hogan Assessments: Provider of personality and leadership assessments (Hogan Personality Inventory, HDS, MVPI) used extensively in executive coaching and selection. Highly comparable as a proprietary-assessment-led enterprise vendor serving similar HR and leadership development buyers.
• Development Dimensions International (DDI): Global leadership development firm offering behavioral assessments, leadership programs, and sales training to large enterprises. Comparable in assessment-driven methodology, sales-enablement focus, and enterprise delivery model.
• FranklinCovey: Global enterprise training and consulting firm offering leadership, productivity, and trust-based execution programs. Comparable in that it sells workshop-style engagements and content-driven methodologies to Fortune 500 clients, with books as core IP.
• The Ken Blanchard Companies: Long-established leadership development and training firm offering workshops, coaching, and assessment tools built around proprietary methodologies (e.g., Situational Leadership). Directly comparable to Trusted Advisor Associates in delivery model, target customer (enterprise executives), and book-author-driven thought leadership.
• BTS Group: Strategy execution and leadership development consultancy offering customized workshops, simulations, and coaching to large enterprises. Comparable custom-program-led delivery model and enterprise customer base.

Broad incumbents

• Gallup: Global analytics and advisory firm with CliftonStrengths and employee-engagement assessment products plus leadership coaching. Comparable in proprietary assessment IP, books, and enterprise customer base, though with broader workforce and engagement focus.
• Korn Ferry: Global organizational consulting firm with leadership development, executive search, and assessment practices. Overlaps with Trusted Advisor Associates in executive coaching and leadership assessment but operates at much larger scale across a broader portfolio of services.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks2 records

Key highlights6 records

Customer concentration

• Xx.com/trustedadvisors
• Facebookfacebook.com/TrustedAdvisorAssociates
• LinkedInlinkedin.com/company/trusted-advisor-associates
• Instagraminstagram.com/trustedadvisorassociates

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Trusted Advisor Associates