Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors worldwide

Name: Nonprofit financial advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 8,629 companies tracked

RevenueBase identified 8,629 company matches for nonprofit financial advisors worldwide as of September 2026 and tracks 54,663 professional contacts across them, including 18,593 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for nonprofit financial 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 September 20, 2026. Country and city lists for nonprofit financial 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 Sep 20, 2026 How this list was built

8,629Companies

54,663Contacts tracked

18,593Verified emails

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The 25 largest nonprofit financial advisors worldwide

Ranked by team size

Top 25 of 8,629 company matches for nonprofit financial advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Broker Consulting A.S	Exact match	Czech RepublicHQ recorded Sep 20, 2026	1,001-5,000	1,273 contacts →
	Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	DAVY	Exact match	Dublin 2, IrelandHQ recorded Sep 20, 2026	501-1,000	970 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 · Sep 20, 2026 · View company records in RevenueBase
3	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Your Part-Time Controller, LLC	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	501-1,000	775 contacts →
	Exact match “THE NONPROFIT ACCOUNTING SPECIALISTS.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	573 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 · Sep 20, 2026 · View company records in RevenueBase
7	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Sep 20, 2026	1,001-5,000	405 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Close Brothers Asset Management	Exact match	Liverpool Street, United KingdomHQ recorded Sep 20, 2026	501-1,000	392 contacts →
	Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Boulay	Exact match	Eden Prairie, MN, United StatesHQ recorded Sep 20, 2026	201-500	308 contacts →
	Exact match “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Capincrouse	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	262 contacts →
	Exact match “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Suntrust Investment Services, INC	Exact match	United StatesHQ recorded Sep 20, 2026	501-1,000	240 contacts →
	Exact match “We’re your trusted advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Ncheng LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	197 contacts →
	Exact match “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Planmember Financial Corporation	Exact match	Carpinteria, CA, United StatesHQ recorded Sep 20, 2026	51-200	191 contacts →
	Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Bridges Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 20, 2026	51-200	181 contacts →
	Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Reeves	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Sep 20, 2026	51-200	176 contacts →
	Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Peachtree Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	171 contacts →
	Exact match “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Origen Financial Services	Exact match	Farnborough, United KingdomHQ recorded Sep 20, 2026	51-200	165 contacts →
	Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	BWF	Exact match	Usa, United StatesHQ recorded Sep 20, 2026	51-200	125 contacts →
	Exact match “BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Strategic Retirement Partners	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	116 contacts →
	Exact match “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded in the RevenueBase company graph · Sep 20, 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 “nonprofit financial 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 8,629 nonprofit financial advisors worldwide

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Nonprofit financial advisors worldwide at a glance

As of Sep 20, 2026

34.0%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

6,814

11-50

1,448

51-200

266

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 nonprofit financial advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “nonprofit financial 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 18,593 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 September 20, 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.

Nonprofit financial advisors by location

37 lists · largest first

Every Nonprofit financial 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 “nonprofit financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisors are there worldwide?

RevenueBase identified 8,629 company matches for nonprofit financial advisors worldwide as of September 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?

Broker Consulting A.S tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most nonprofit financial advisors?

The United States leads with 4,811 companies, followed by the United Kingdom (452) and India (382). Every nonprofit financial advisors list by country and city is linked on this page.

Which city has the most nonprofit financial advisors?

New York leads with 101 company records, followed by London (93) and Chicago (73).

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 18,593 professional contacts with verified work emails tracked across these 8,629 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 September 20, 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.