Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisors worldwide
RevenueBase identified 8,629 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 nonprofit financial advisors worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. 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 Smart Search, 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.
The 25 largest nonprofit financial advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,273 contacts → | ||||
Indirect evidence “Jsme finanční a realitní konzultanti.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 970 contacts → | ||||
Indirect evidence “About Us From day one, you’ll notice there is something special about working at Davy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 810 contacts → | ||||
Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 775 contacts → | ||||
Partial evidence “THE NONPROFIT ACCOUNTING SPECIALISTS.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 589 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 573 contacts → | ||||
Strong evidence “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).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 405 contacts → | ||||
Indirect evidence “We specialise in expert, one-to-one advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 392 contacts → | ||||
Partial evidence “Expert investment management and financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 308 contacts → | ||||
Indirect evidence “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 280 contacts → | ||||
Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 263 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 262 contacts → | ||||
Strong evidence “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 240 contacts → | ||||
Partial evidence “We’re your trusted advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 239 contacts → | ||||
Indirect evidence “B.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 215 contacts → | ||||
Partial evidence “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 197 contacts → | ||||
Strong evidence “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 191 contacts → | ||||
Partial evidence “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 181 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 176 contacts → | ||||
Indirect evidence “Reeves helps successful individuals enjoy their future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 171 contacts → | ||||
Partial evidence “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 165 contacts → | ||||
Partial evidence “Origen Financial Services is one of the UK’s leading financial advisers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 162 contacts → | ||||
Strong evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 162 contacts → | ||||
Partial evidence “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 125 contacts → | ||||
Partial evidence “BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 116 contacts → | ||||
Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names nonprofit financial advisors.
- Partial evidence
- Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name nonprofit financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 8,629 nonprofit financial advisors worldwide
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Nonprofit financial advisors worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, 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
- Companies worldwide whose own description of what they do matches “nonprofit financial advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names nonprofit financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among nonprofit financial advisors, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 18,593 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Nonprofit financial advisors by location
37 lists · largest firstEvery Nonprofit financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Nonprofit financial advisors based in the United States4,811
- Nonprofit financial advisors based in the United Kingdom452
- Nonprofit financial advisors based in India382
- Nonprofit financial advisors based in Canada335
- Nonprofit financial advisors based in Australia328
- Nonprofit financial advisors based in Brazil227
- Nonprofit financial advisors based in South Africa115
- Nonprofit financial advisors based in France94
- Nonprofit financial advisors based in Germany94
- Nonprofit financial advisors based in the Netherlands84
- Nonprofit financial advisors based in Italy56
- Nonprofit financial advisors based in Switzerland47
- Nonprofit financial advisors based in Ireland39
Cities
- Nonprofit financial advisors based in New York, United States101
- Nonprofit financial advisors based in Chicago, United States73
- Nonprofit financial advisors based in Atlanta, United States62
- Nonprofit financial advisors based in Houston, United States54
- Nonprofit financial advisors based in Mumbai, India48
- Nonprofit financial advisors based in Denver, United States46
- Nonprofit financial advisors based in Dallas, United States44
- Nonprofit financial advisors based in Los Angeles, United States42
- Nonprofit financial advisors based in Austin, United States41
- Nonprofit financial advisors based in San Diego, United States40
- Nonprofit financial advisors based in Charlotte, United States39
- Nonprofit financial advisors based in Phoenix, United States39
- Nonprofit financial advisors based in Portland, United States35
- Nonprofit financial advisors based in San Francisco, United States35
- Nonprofit financial advisors based in Boston, United States32
- Nonprofit financial advisors based in Seattle, United States30
- Nonprofit financial advisors based in Indianapolis, United States29
- Nonprofit financial advisors based in Washington, United States28
- Nonprofit financial advisors based in Philadelphia, United States26
- Nonprofit financial advisors based in Tampa, United States26
- Nonprofit financial advisors based in Cincinnati, United States25
- Nonprofit financial advisors based in Louisville, United States25
- Nonprofit financial advisors based in Minneapolis, United States25
- Nonprofit financial advisors based in Scottsdale, United States25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names nonprofit financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many nonprofit financial advisors are there worldwide?
RevenueBase identified 8,629 nonprofit financial advisors worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Broker Consulting A.S, headquartered in Worldwide, tops this list with the largest team on record.
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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 18,593 verified decision-maker contacts tracked across these 8,629 companies.
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 Smart Search, 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.