Company lists · Data refreshed November 2026

Top 25 Endowment management advisors worldwide

RevenueBase identified 7,259 company matches for endowment management advisors worldwide as of November 2026 and tracks 139,253 professional contacts across them, including 59,661 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for endowment management advisors worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for endowment management advisors follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
7,259Companies
139,253Contacts tracked
59,661Verified emails
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The 25 largest endowment management advisors worldwide

Ranked by team size
Top 25 of 7,259 company matches for endowment management advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPlano, United StatesHQ recorded Nov 6, 20265,001-10,0005,645 contacts →

Exact match

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchNew York, United StatesHQ recorded Nov 6, 202610001+5,301 contacts →

Exact match

“At J.P.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchNashville, PA, United StatesHQ recorded Nov 6, 20261,001-5,0005,150 contacts →

Exact match

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchLondon, CO, United KingdomHQ recorded Nov 6, 20261,001-5,0003,353 contacts →

Exact match

“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBois-colombes, FranceHQ recorded Nov 6, 2026501-1,0002,474 contacts →

Exact match

“Particuliers, chefs d'entreprise, TPE/PME.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchZürich, SwitzerlandHQ recorded Nov 6, 20261,001-5,0002,215 contacts →

Exact match

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchRaleigh, NC, United StatesHQ recorded Nov 6, 20261,001-5,0001,889 contacts →

Exact match

“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261,001-5,0001,882 contacts →

Exact match

“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,791 contacts →

Exact match

“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,745 contacts →

Exact match

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSanta Clara, CA, United StatesHQ recorded Nov 6, 20261,001-5,0001,586 contacts →

Exact match

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNew York, United StatesHQ recorded Nov 6, 2026501-1,0001,291 contacts →

Exact match

“At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202610001+1,262 contacts →

Exact match

“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,208 contacts →

Exact match

“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchBaltimore, United StatesHQ recorded Nov 6, 20261,001-5,0001,189 contacts →

Exact match

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchDublin 2, IrelandHQ recorded Nov 6, 2026501-1,0001,064 contacts →

Exact match

“About Us From day one, you’ll notice there is something special about working at Davy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,000899 contacts →

Exact match

“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchBoston, CA, United StatesHQ recorded Nov 6, 2026201-500840 contacts →

Exact match

“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchEnglewood, NJ, United StatesHQ recorded Nov 6, 2026501-1,000774 contacts →

Exact match

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 2026501-1,000699 contacts →

Exact match

“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchWinnipeg, MB, CanadaHQ recorded Nov 6, 20265,001-10,000678 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchTauranga, New ZealandHQ recorded Nov 6, 2026501-1,000665 contacts →

Exact match

“We are one of New Zealand’s leading investment advisory firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchTorrance, CA, United StatesHQ recorded Nov 6, 2026501-1,000648 contacts →

Exact match

“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Nov 6, 2026201-500613 contacts →

Exact match

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchToronto, ON, CanadaHQ recorded Nov 6, 2026501-1,000552 contacts →

Exact match

“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 7,259 endowment management advisors worldwide

See the full list, filter by size, metro and specialty, and access 59,661 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Endowment management advisors worldwide at a glance

As of Nov 6, 2026
42.8%Verified-email coverage
19.2Average contacts per company
1-10Median size (employees)
2.6%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
4,819
11-50
1,816
51-200
398
201-500
95
501-1,000
38
1,001-5,000
38
5,001-10,000
6
10001+
16

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for endowment management advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “endowment management advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 59,661 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Endowment management advisors by location

44 lists · largest first

Every Endowment management advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “endowment management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many endowment management advisors are there worldwide?

RevenueBase identified 7,259 company matches for endowment management advisors worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Fisher Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most endowment management advisors?

The United States leads with 3,968 companies, followed by India (367) and France (249). Every endowment management advisors list by country and city is linked on this page.

Which city has the most endowment management advisors?

New York leads with 186 company records, followed by London (114) and Paris (81).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 59,661 professional contacts with verified work emails tracked across these 7,259 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.