Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors worldwide

RevenueBase identified 4,257 nonprofit investment advisors worldwide as of September 2026 and tracks 35,444 professional contacts across them, including 18,057 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers nonprofit investment 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 investment 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
4,257Companies
35,444Contacts tracked
18,057Verified emails
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The 25 largest nonprofit investment advisors worldwide

Ranked by team size
Top 25 of 4,257 nonprofit investment 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 investment 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
1Strong evidenceRaleigh, NC, United StatesHQ checked Sep 20, 20261,001-5,0001,768 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,0001,491 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMiami, United StatesHQ checked Sep 20, 20261,001-5,0001,215 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect 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
5Indirect evidenceRockford, IL, United StatesHQ checked Sep 20, 2026501-1,000565 contacts →

Indirect evidence

“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial 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
7Indirect evidenceOmaha, NE, United StatesHQ checked Sep 20, 202651-200342 contacts →

Indirect evidence

“Progress isn't defined by a single milestone.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202651-200284 contacts →

Partial evidence

“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 2026201-500267 contacts →

Indirect evidence

“A Lifetime Investimentos atua no mercado financeiro desde 2011.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 2026201-500239 contacts →

Indirect evidence

“B.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMadrid, SpainHQ checked Sep 20, 2026n/a173 contacts →

Indirect evidence

“Ahorro Corporación Financiera, S.A.U.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202651-200172 contacts →

Strong evidence

“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 20, 202651-200163 contacts →

Partial evidence

“Parag Parikh Financial Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200162 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-200156 contacts →

Strong evidence

“Social Finance is a national nonprofit and registered investment adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidencePortsmouth, NH, United StatesHQ checked Sep 20, 202651-200148 contacts →

Strong evidence

“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 2026201-500145 contacts →

Indirect evidence

“More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceLynnfield, MA, United StatesHQ checked Sep 20, 202651-200143 contacts →

Partial evidence

“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceSan Francisco, United StatesHQ checked Sep 20, 202651-200138 contacts →

Partial evidence

“Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceDubuque, IA, United StatesHQ checked Sep 20, 202651-200135 contacts →

Strong evidence

Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 20, 202651-200130 contacts →

Indirect evidence

“At Bartlett, we see life's transitions as opportunities for growth.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceKolkata, IndiaHQ checked Sep 20, 2026201-500128 contacts →

Strong evidence

“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceSt. George, UT, United StatesHQ checked Sep 20, 202651-200121 contacts →

Strong evidence

“Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceLombard, IL, United StatesHQ checked Sep 20, 202651-200119 contacts →

Partial evidence

“At Forum, we use a highly diversified investment strategy derived from decades of academic research.”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceReston, VA, United StatesHQ checked Sep 20, 2026201-500112 contacts →

Strong evidence

“A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 4,257 nonprofit investment advisors worldwide

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Nonprofit investment advisors worldwide at a glance

As of Sep 20, 2026
50.9%Verified-email coverage
8.3Average contacts per company
1-10Median size (employees)
2.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
3,245
11-50
828
51-200
134
201-500
19
501-1,000
7
1,001-5,000
9
10001+
4

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 investment 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 investment advisors are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “nonprofit investment 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 investment 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 investment 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, 18,057 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 investment advisors by location

21 lists · largest first

Every Nonprofit 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 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 investment 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 investment advisors are there worldwide?

RevenueBase identified 4,257 nonprofit investment 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?

Captrust, headquartered in Raleigh, tops this list with the largest team on record.

Which country has the most nonprofit investment advisors?

The United States leads with 3,070 companies, followed by India (120) and the United Kingdom (85). Every nonprofit investment advisors list by country and city is linked on this page.

Which city has the most nonprofit investment advisors?

New York leads with 89 headquartered companies, followed by Boston (46) and Chicago (41).

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 18,057 verified decision-maker contacts tracked across these 4,257 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.