Company lists · Data refreshed November 2026

Top 25 Foundation investment advisors worldwide

Name: Foundation investment advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 7,741 companies tracked

RevenueBase identified 7,741 company matches for foundation investment advisors worldwide as of November 2026 and tracks 111,687 professional contacts across them, including 47,735 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for foundation investment 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 foundation investment 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

7,741Companies

111,687Contacts tracked

47,735Verified emails

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The 25 largest foundation investment advisors worldwide

Ranked by team size

Top 25 of 7,741 company matches for foundation investment 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Fisher Investments	Exact match	Plano, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,645 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
2	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	3,353 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
3	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	2,380 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	2,215 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
5	Corient	Exact match	Miami, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,051 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,882 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
7	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 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
8	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Brown Advisory	Exact match	Baltimore, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,189 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
10	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	899 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
11	GMO	Exact match	Boston, CA, United StatesHQ recorded Nov 6, 2026	201-500	840 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
12	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	774 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
13	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Nov 6, 2026	501-1,000	699 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
14	Craigs Investment Partners	Exact match	Tauranga, New ZealandHQ recorded Nov 6, 2026	501-1,000	665 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
15	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 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
16	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	613 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Chase DE Vere	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	613 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
18	Dodge & COX	Exact match	United StatesHQ recorded Nov 6, 2026	201-500	544 contacts →
	Exact match “Our firm was founded in 1930 in the wake of the Roaring Twenties.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Partners Capital	Exact match	London, MA, United KingdomHQ recorded Nov 6, 2026	201-500	536 contacts →
	Exact match “Partners Capital is a global investment office that serves as a long-term steward of capital for institutions, family offices and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Nepc, LLC	Exact match	Boston, NV, United StatesHQ recorded Nov 6, 2026	201-500	504 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	489 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	7im	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	451 contacts →
	Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Fiduciary Trust International	Exact match	New York, FL, United StatesHQ recorded Nov 6, 2026	201-500	436 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Shaw And Partners Financial Services	Exact match	Sydney, AustraliaHQ recorded Nov 6, 2026	201-500	425 contacts →
	Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “foundation investment advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 7,741 foundation investment advisors worldwide

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Foundation investment advisors worldwide at a glance

As of Nov 6, 2026

42.7%Verified-email coverage

14.4Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,437

11-50

1,795

51-200

320

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 foundation investment advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “foundation investment 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 47,735 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.

Foundation investment advisors by location

42 lists · largest first

Every Foundation investment 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 “foundation investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many foundation investment advisors are there worldwide?

RevenueBase identified 7,741 company matches for foundation investment 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 foundation investment advisors?

The United States leads with 4,360 companies, followed by India (415) and Brazil (277). Every foundation investment advisors list by country and city is linked on this page.

Which city has the most foundation investment advisors?

New York leads with 140 company records, followed by London (114) and Sao Paulo (84).

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 47,735 professional contacts with verified work emails tracked across these 7,741 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.