Industry Description
This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
Illustrative Examples:
Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts
Cross-References. Establishments primarily engaged in--
Business Examples
Common types of business activities within NAICS 525920 - Trusts, Estates, and Agency Accounts are:
- Trusts, estates, and agency accounts
- Testamentary trusts
- Personal estates (i.e., managing assets)
- Bankruptcy estates
- Personal investment trusts
- Private estates (i.e., administering on behalf of beneficiaries)
- Settlement trust funds
- Personal trusts
IBISWorld Industry Research Report
Trusts & Estates in the US (52592)
Revenue 2025
$290.1bn
Growth 2025
2.29%
Key Trends
Income growth has contributed to a rise in real estate prices held in trusts and estates
Improving economic conditions led to growth in the upper-middle class and high-net-worth individuals
Due to the aging US population, economists anticipate an unprecedented wealth transfer
Products and Services
Similar Industries
For some business types, there may be a similar industry to 525920 - Trusts, Estates, and Agency Accounts that is a better classification match. Establishments primarily engaged in:
-
NAICS Cross Reference
Managing portfolios of trusts--are classified in Industry 523920, Portfolio Management;
IBISWorld industry research report
-
NAICS Cross Reference
Administering personal estates--are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody Activities; and
IBISWorld industry research report
NAICS Hierarchy 525920 - Trusts, Estates, and Agency Accounts
NAICS Code 525920 - Trusts, Estates, and Agency Accounts sits in the 2-digit Trusts, Estates, and Agency Accounts sector. NAICS codes can be 2- to 6-digits and the further along the hierarchy, the more detailed and specific the category will be. Learn more about the structure of NAICS codes
2 Digits: 52
Sector Title: Finance and Insurance
3 Digits 4 Digits 5 Digits 6 Digits
-
-
5211 Monetary Authorities-Central Bank
-
52111 Monetary Authorities-Central Bank
-
-
-
-
5221 Depository Credit Intermediation
-
52211 Commercial Banking
-
52212 Savings Institutions
-
52213 Credit Unions
-
52219 Other Depository Credit Intermediation
-
-
5222 Nondepository Credit Intermediation
-
52221 Credit Card Issuing
-
52222 Sales Financing
-
52229 Other Nondepository Credit Intermediation
-
-
5223 Activities Related to Credit Intermediation
-
52231 Mortgage and Nonmortgage Loan Brokers
-
52232 Financial Transactions Processing, Reserve, and Clearinghouse Activities
-
52239 Other Activities Related to Credit Intermediation
-
-
-
-
5231 Securities and Commodity Contracts Intermediation and Brokerage
-
52311 Investment Banking and Securities Dealing
-
52312 Securities Brokerage
-
52313 Commodity Contracts Dealing
-
52314 Commodity Contracts Brokerage
-
-
5232 Securities and Commodity Exchanges
-
52321 Securities and Commodity Exchanges
-
-
5239 Other Financial Investment Activities
-
52391 Miscellaneous Intermediation
-
52392 Portfolio Management
-
52393 Investment Advice
-
52399 All Other Financial Investment Activities
-
-
-
-
5241 Insurance Carriers
-
52411 Direct Life, Health, and Medical Insurance Carriers
-
52412 Direct Insurance (except Life, Health, and Medical) Carriers
-
52413 Reinsurance Carriers
-
-
5242 Agencies, Brokerages, and Other Insurance Related Activities
-
52421 Insurance Agencies and Brokerages
-
52429 Other Insurance Related Activities
-
-
-
-
5251 Insurance and Employee Benefit Funds
-
52511 Pension Funds
-
52512 Health and Welfare Funds
-
52519 Other Insurance Funds
-
-
5259 Other Investment Pools and Funds
-
52591 Open-End Investment Funds
-
52592 Trusts, Estates, and Agency Accounts
-
52599 Other Financial Vehicles
-
-
NAICS Resources
Can't find the NAICS Code you are looking for? Full NAICS Code Directory
