National Advisors Trust

What National Advisors Trust does

National Advisors Trust Company is a private, independent trust company founded in 2001 and headquartered in Leawood, Kansas, with an additional office in Sioux Falls, South Dakota. It serves high-net-worth families and the financial advisors and wealth-management firms that support them by providing corporate trustee, fiduciary, and ongoing trust-administration services. Its advisor-friendly model is designed to avoid competing with advisors for end-client assets.

The company administers a broad portfolio that includes revocable living trusts, irrevocable life-insurance trusts, marital, charitable, special-needs, dynasty, directed, and South Dakota trusts. It operates under a national trust charter covering all 50 states and a South Dakota state trust charter; the provided materials do not identify a proprietary software, API, SDK, or AI system underlying administration.

Commercial distribution is B2B2C: more than 13,000 advisors and 340 wealth-management firms serve as channels to more than 17,000 families, and the company reports approximately $8 billion in assets under administration across the United States. Pricing is not publicly disclosed; trustee fees are described as recurring and typically based on a percentage of trust assets, making administered assets and portfolio values important revenue drivers.

Name

National Advisors Trust

Legal name

National Advisors Trust Company

Website

https://nationaladvisors.com

Company type

Private

Founded year

2001

Operating status

Operating

Short description

National Advisors Trust is an independent private trust company providing fiduciary administration, corporate trustee services, and specialized estate-planning trusts to high-net-worth families through financial advisors and wealth management firms across all 50 states.

Ownership category

akta.pro rank

Product category

Trust Administration Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Trust administration
• Estate planning services
• Fiduciary services
• Corporate trustee
• Wealth management trusts

Headquarters

HQ city

Leawood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Trust Administration Services: National Advisors Trust generates revenue through professional trust administration and fiduciary services. The company serves as a corporate trustee, managing trust assets for families and working with advisors. Revenue is derived from trustee fees which are typically based on a percentage of trust assets under administration, reflecting the complexity and size of trust portfolios managed.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

National Advisors Trust is an independent trust company that delivers professional trust administration, corporate trustee, and estate planning services to financial advisors and the families they serve. The company administers a comprehensive suite of trust products (revocable living trusts, ILITs, asset protection trusts, marital trusts, GRATs, charitable trusts, special needs trusts, dynasty trusts, spendthrift trusts, QPRTs, and directed trusts) and operates under both a national trust charter covering all 50 states and a South Dakota state trust charter. It is accessed by end-client families indirectly through a network of 13,000+ financial advisors and 340+ wealth management firms.

Product overview

National Advisors Trust is a trust company offering a comprehensive suite of trust services designed to help advisors and families preserve wealth and create enduring legacies. The company provides professional trustee services and administers various trust types including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Asset Protection Trusts (including Domestic Asset Protection Trusts), Marital Trusts (QTIP, AB Trust, Survivors Trust), Grantor Retained Annuity Trusts (GRATs), Charitable Trusts (CRTs and CLTs), Special Needs Trusts, Dynasty Trusts, Spendthrift Trusts, Qualified Personal Residence Trusts (QPRTs), and Directed Trusts. The company operates under both a national trust charter covering all 50 states and a South Dakota state trust charter, enabling them to offer jurisdiction-specific trust services with favorable privacy protections and asset protection advantages.

Differentiator

Problem solved

Functional benefit

Products and services

• Premier Trust Services Complete spectrum of trust administration services, fiduciary solutions, and educational resources that empower financial advisors and families to benefit from the full value of trusts, covering both simple estate planning and complex sophisticated trust structures.
• Revocable Living Trusts Legal framework for managing assets during the grantor's lifetime and distributing them to loved ones after death, with flexibility to change beneficiaries and assets during the grantor's life. Used to avoid probate, maintain privacy, and provide for seamless asset transition.
• Irrevocable Life Insurance Trusts (ILITs) Specialized irrevocable trust designed to own and manage life insurance policies, keeping death benefits outside the taxable estate to reduce estate tax exposure for high-net-worth families.
• Asset Protection Trusts (DAPTs) Irrevocable trusts designed to shield assets from creditors and lawsuits, allowing grantors to remain both grantor and beneficiary, leveraging South Dakota's favorable Domestic Asset Protection Trust laws.
• Marital Trusts (QTIP, AB Trust, Survivors Trust) Legal arrangements transferring assets for the benefit of a surviving spouse, offering financial security, tax benefits, and enhanced control for couples with large estates or complex family dynamics.
• Grantor Retained Annuity Trusts (GRATs) Specialized irrevocable trust enabling tax-efficient transfer of growing assets to loved ones, with the grantor receiving annuity payments during the trust term.
• Charitable Trusts (CRTs, CLTs) Irrevocable legal entities that hold assets and distribute portions to charitable organizations while providing income and tax benefits to donors, including Charitable Remainder Trusts and Charitable Lead Trusts.
• Special Needs Trusts (SNTs) Specialized trusts holding assets for beneficiaries with disabilities while preserving eligibility for government benefits, including third-party, first-party, and pooled SNTs.
• Dynasty Trusts Trusts designed to benefit multiple generations, helping protect family wealth and potentially reduce transfer taxes over multi-generational horizons, often utilizing South Dakota's perpetual trust laws.
• Spendthrift Trusts Trusts with provisions protecting inheritances from creditors, lawsuits, divorce settlements, and beneficiary impulsive spending decisions.
• Qualified Personal Residence Trusts (QPRTs) Trusts enabling transfer of primary or vacation residences to heirs while retaining the right to live in the property for a specified period, reducing gift and estate tax exposure on real estate.
• Directed Trusts Trust structure allowing grantors to continue working with their preferred investment advisor while professional trustees handle administration and fiduciary responsibilities.
• South Dakota Trust Services Trust services leveraging South Dakota's favorable trust laws including privacy protections, Domestic Asset Protection Trust (DAPT) provisions, no state income tax on trust income, and favorable tax advantages.
• Professional Trustee Services Corporate trustee services providing fiduciary expertise, objective decision-making, continuity, and professional trust administration for families and advisors.

Quantifiable outcome

• $8 billion in assets under administration
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Focal Design StudiominorOthers · 10 February 2026Focal Design Studio designed the new headquarters office space in Leawood, Kansas. The 14,000+ square-foot space was designed to foster innovation, collaboration, and scalable growth.
• JLLminorOthers · 10 February 2026JLL (Jones Lang LaSalle) managed the headquarters relocation and office space planning project. JLL is a commercial real estate services firm that handled the move coordination and space management.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Northern Trust: Large public bank holding company with a major wealth management and trust services division serving HNW and UHNW families globally. Overlaps with NAT on personal trust, estate administration, and directed trustee services, though at vastly larger scale.
• U.S. Bank Wealth Management: Large national bank offering personal trust, estate administration, and wealth planning services across the U.S. Competes with NAT on the personal trust product set and operates in all 50 states.
• Bessemer Trust: One of the largest privately held trust companies in the U.S., providing multi-generational wealth and trust services to HNW and UHNW families. Competes in the same trust administration space but at substantially greater scale and with a broader investment management platform.
• BNY Mellon Wealth Management: Wealth and trust arm of BNY Mellon providing personal trust, estate administration, and multi-generational planning for HNW families. Competes broadly with NAT on the trust product set while operating as part of a global custodian.
• Wilmington Trust (M&T Bank): Trust and wealth services franchise, now part of M&T Bank, providing personal trust, estate, and investment management services to families across the U.S. Overlaps with NAT on directed trust and estate administration offerings.
• KeyBank Private Bank: Private banking arm of KeyBank providing personal trust, estate, and wealth planning services for HNW families. Comparable to NAT on trust administration offerings though delivered through a regional bank platform.

Direct peers

• Argent Financial Group: Independent, fiduciary-focused trust and wealth management firm providing corporate trustee and estate services to families and advisors across multiple states. Closely comparable to National Advisors Trust in independent structure and advisor partnership model.
• Glenmede: Independent trust and investment management firm serving HNW families and institutions, operating a comparable advisor-aligned fiduciary model. Closest direct peer to National Advisors Trust given independent structure and family-wealth focus.
• Mariner Wealth Advisors: National independent wealth advisory firm with an integrated trust services platform serving HNW families through an advisor-led model. Comparable in its independent, advisor-friendly positioning and multi-state trust delivery.

Regional players

• Bell Bank Trust Services: Mid-size bank offering personal trust, estate administration, and agency services primarily across the upper Midwest. Comparable trust services product set but more limited geographic and scale footprint relative to NAT.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

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 National Advisors Trust