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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
8,629Companies
54,663Contacts tracked
18,593Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest nonprofit financial advisors worldwide

Ranked by team size
Top 25 of 8,629 nonprofit financial advisors worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCzech RepublicHQ checked Sep 20, 20261,001-5,0001,273 contacts →

Indirect evidence

“Jsme finanční a realitní konzultanti.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceDublin 2, IrelandHQ checked Sep 20, 2026501-1,000970 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, 2026
3Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 2026n/a810 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, 2026
4Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 20, 2026501-1,000775 contacts →

Partial evidence

“THE NONPROFIT ACCOUNTING SPECIALISTS.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500589 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026501-1,000573 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, 2026
7Indirect evidenceSingaporeHQ checked Sep 20, 20261,001-5,000405 contacts →

Indirect evidence

“We specialise in expert, one-to-one advice.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceLiverpool Street, United KingdomHQ checked Sep 20, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceEden Prairie, MN, United StatesHQ checked Sep 20, 2026201-500308 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, 2026
10Indirect evidenceLenexa, KS, United StatesHQ checked Sep 20, 2026201-500280 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, 2026
11Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 20, 202651-200263 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, 2026
12Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 20, 202651-200262 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, 2026
13Partial evidenceUnited StatesHQ checked Sep 20, 2026501-1,000240 contacts →

Partial evidence

“We’re your trusted advisor.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 2026201-500239 contacts →

Indirect evidence

“B.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceHunt Valley, MD, United StatesHQ checked Sep 20, 202651-200215 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, 2026
16Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200197 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, 2026
17Partial evidenceCarpinteria, CA, United StatesHQ checked Sep 20, 202651-200191 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, 2026
18Partial evidenceSydney, AustraliaHQ checked Sep 20, 202651-200181 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, 2026
19Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 20, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200171 contacts →

Partial evidence

“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceFarnborough, United KingdomHQ checked Sep 20, 202651-200165 contacts →

Partial evidence

“Origen Financial Services is one of the UK’s leading financial advisers.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200162 contacts →

Strong evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 202651-200162 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, 2026
24Partial evidenceUsa, United StatesHQ checked Sep 20, 202651-200125 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, 2026
25Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 20, 202651-200116 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, 2026

Showing 25 of 8,629 nonprofit financial advisors worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 18,593 reachable decision-makers.

Free signup · no credit card

View the full list →

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
47
501-1,000
15
1,001-5,000
6
5,001-10,000
1
10001+
12

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 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 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.

Ready to reach these companies? Verified emails and direct dials for all 8,629 nonprofit financial advisors worldwide. Start with a free account, no credit card.

Download this list →

Related lists

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.