Wealth management and trust services companies
Companies whose enriched business profile is tagged “Wealth management and trust services”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + Finnhub, shown with its as-of date.
- UMB FINANCIAL CORP (UMBF) Financials ask →
- Frost Bank (CFR) Financials — A Texas-based regional bank holding company providing commercial and consumer banking, wealth management, and brokerage services with $52.7 billion in assets. ask →
- VALLEY NATIONAL (VLY) Financials — A major regional bank operating across the Northeast and Southeast US, providing commercial and consumer lending, deposits, and wealth management services. ask →
- HANCOCK WHITNEY CORP (HWC) Financials ask →
- WSFS FINANCIAL CORP (WSFS) Financials — A 193-year-old Delaware-based community bank and wealth manager with $21.3 billion in assets, expanding nationally through commercial lending, trust services, and ATM cash-management operations. ask →
- CVB FINANCIAL CORP (CVBF) Financials — A California-based community bank with $15.6 billion in assets focused on small- and medium-sized business lending, personal banking, and wealth management across 62 banking centers. ask →
- NICOLET BANKSHARES INC (NIC) Financials — A growing Midwest community bank that consolidates regional lending franchises and delivers comprehensive financial services to small/mid-market businesses and consumers across Wisconsin, Iowa, Minnesota, and Colorado. ask →
- SIMMONS FIRST NATIONAL CORP CLASS (SFNC) Financials — A $24.5-billion-asset regional banking holding company serving six-state markets across the South-Central U.S. through community-focused retail, commercial, and wealth management banking operations. ask →
- FIRST COMMONWEALTH FINANCIAL CORP (FCF) Financials — Regional bank holding company serving western Pennsylvania and Ohio communities with consumer and commercial banking, trust, wealth management, and insurance services. ask →
- SHORE BANCSHARES INC (SHBI) Financials — Shore Bancshares is a Maryland-based community bank holding company serving the Mid-Atlantic region through retail and commercial banking, mortgage lending, and wealth management services. ask →
- ORANGE COUNTY BANCORP INC (OBT) Financials — A regional bank serving Orange County, New York and surrounding markets through traditional lending, deposit gathering, and trust and wealth management services. ask →
- HAWTHORN BANCSHARES INC (HWBK) Financials — A Missouri-based community bank holding company serving central Missouri with full-service banking, lending, and a growing wealth management business. ask →
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Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.