Blue Trust

Financial ServicesGeorgia, United States201-500 Employees

Blue Trust is a mid-sized financial services firm based in Alpharetta, Georgia, offering a broad suite of advisory services. It blends biblical wisdom with technical financial expertise to help clients pursue clarity, confidence, and a lasting legacy in their planning. The firm oversees more than $62 billion in assets under advisement and operates a nationwide network of 19 offices serving clients across all 50 states. 

Its client base numbers over 11,000 individuals and organizations spanning the wealth spectrum, and its services include financial, retirement, and estate planning; investment management; cash flow and budgeting; charitable giving strategies; personal trust and estate settlement; as well as business consulting, family office, professional athlete services, institutional services, and retirement plan consulting. The firm notes that trust and investment management accounts and services are not insured by the FDIC or other federal agencies and are subject to investment risk, including possible loss of principal.

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