Blue Trust Revenue and Competitors

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $65 billion in assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,500 clients across the wealth spectrum in all 50 states. Our services include: \n\n• Financial, retirement, and estate planning \n• Investment management \n• Cash flow and budget planning\n• Charitable giving strategies\n• Personal trust and estate settlement\n• Business consulting services\n• Family Office\n• Professional Athlete services\n• Institutional services \n• Retirement plan consulting\n\n* As of 12/31/24 and subject to change.\n\n--\n\nTrust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.\n\nView our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/\n \n\n \n \n Show more\n \n\n \n\n\n \n \n Show less