Company lists · Data refreshed September 2026
Top 25 Nonprofit investment advisors worldwide
RevenueBase identified 4,257 company matches for 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 company matches for nonprofit 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 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 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.
The 25 largest nonprofit investment advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,491 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,215 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 565 contacts → | ||||
Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 392 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 342 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 284 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 239 contacts → | ||||
Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 173 contacts → | ||||
Exact match “Ahorro Corporación Financiera, S.A.U.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 172 contacts → | ||||
Exact match “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 163 contacts → | ||||
Exact match “Parag Parikh Financial Advisory Services Ltd.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 156 contacts → | ||||
Exact match “Social Finance is a national nonprofit and registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 148 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 145 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 143 contacts → | ||||
Exact match “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 138 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 135 contacts → | ||||
Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 130 contacts → | ||||
Exact match “At Bartlett, we see life's transitions as opportunities for growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 128 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 121 contacts → | ||||
Exact match “Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 119 contacts → | ||||
Exact match “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 112 contacts → | ||||
Exact match “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…” 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 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 4,257 nonprofit investment advisors worldwide
See the full list, filter by size, metro and specialty, and access 18,057 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit investment 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
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 investment advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “nonprofit 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 18,057 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 investment advisors by location
21 lists · largest firstEvery Nonprofit investment advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Nonprofit investment advisors based in the United States3,070
- Nonprofit investment advisors based in India120
- Nonprofit investment advisors based in the United Kingdom85
- Nonprofit investment advisors based in Brazil70
- Nonprofit investment advisors based in Canada55
- Nonprofit investment advisors based in Australia43
- Nonprofit investment advisors based in Germany42
- Nonprofit investment advisors based in France38
Cities
- Nonprofit investment advisors based in New York, United States89
- Nonprofit investment advisors based in Boston, United States46
- Nonprofit investment advisors based in Chicago, United States41
- Nonprofit investment advisors based in Atlanta, United States40
- Nonprofit investment advisors based in San Francisco, United States36
- Nonprofit investment advisors based in San Diego, United States34
- Nonprofit investment advisors based in Houston, United States32
- Nonprofit investment advisors based in Dallas, United States30
- Nonprofit investment advisors based in Denver, United States30
- Nonprofit investment advisors based in Charlotte, United States29
- Nonprofit investment advisors based in Austin, United States28
- Nonprofit investment advisors based in Portland, United States27
- Nonprofit investment advisors based in Scottsdale, United States26
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 investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit investment advisors are there worldwide?
RevenueBase identified 4,257 company matches for nonprofit investment 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?
Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 18,057 professional contacts with verified work emails tracked across these 4,257 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.
Ready to reach these companies? Verified emails and direct dials for all 4,257 nonprofit investment advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 nonprofit investment advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,257 matching company records for nonprofit investment advisors worldwide, with 35,444 tracked contacts and 18,057 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Corientcorient.comHQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  DAVYdavy.ieHQ: Dublin 2, IrelandReported employees: 501-1,000 | Dublin 2, Ireland | 501-1,000 | Exact match | 970 contacts → |
“About Us From day one, you’ll notice there is something special about working at Davy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Savant Wealth Managementsavantwealth.com HQ: Rockford, IL, United StatesReported employees: 501-1,000 | Rockford, IL, United States | 501-1,000 | Exact match | 565 contacts → |
“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 342 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Waverly Advisors, LLCwaverly-advisors.comHQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 284 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  B. Riley Wealth Managementbrileywealth.comHQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ACFahorrocorporacion.comHQ: Madrid, SpainReported employees: Not recorded | Madrid, Spain | Not recorded | Exact match | 173 contacts → |
“Ahorro Corporación Financiera, S.A.U.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pure Financial Advisors, LLCpurefinancial.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 172 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 163 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Focus Financial Network, INCfocusfinancial.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 145 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  F.L.Putnam Investment Management Companyflputnam.comHQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Perigon Wealth Managementperigonwealth.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Avantax Planning Partnersavantax.comHQ: Dubuque, IA, United StatesReported employees: 51-200 | Dubuque, IA, United States | 51-200 | Exact match | 135 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bartlett Wealth Managementbartlett1898.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 130 contacts → |
“At Bartlett, we see life's transitions as opportunities for growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Soltis Investment Advisorssoltisadvisors.com HQ: St. George, UT, United StatesReported employees: 51-200 | St. George, UT, United States | 51-200 | Exact match | 121 contacts → |
“Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Forum Financial Management, LPforumfinancial.com HQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 119 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Capitol Securities Management INCcapitolsecurities.comHQ: Reston, VA, United StatesReported employees: 201-500 | Reston, VA, United States | 201-500 | Exact match | 112 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,257 company matches
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Nonprofit investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,246 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,257 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit investment advisors by location
21 lists · largest firstEvery Nonprofit investment advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Nonprofit investment advisors based in the United States3,070
- Nonprofit investment advisors based in India120
- Nonprofit investment advisors based in the United Kingdom85
- Nonprofit investment advisors based in Brazil70
- Nonprofit investment advisors based in Canada55
- Nonprofit investment advisors based in Australia43
- Nonprofit investment advisors based in Germany42
- Nonprofit investment advisors based in France38
Cities
- Nonprofit investment advisors based in New York, United States89
- Nonprofit investment advisors based in Boston, United States46
- Nonprofit investment advisors based in Chicago, United States41
- Nonprofit investment advisors based in Atlanta, United States40
- Nonprofit investment advisors based in San Francisco, United States36
- Nonprofit investment advisors based in San Diego, United States34
- Nonprofit investment advisors based in Houston, United States32
- Nonprofit investment advisors based in Dallas, United States30
- Nonprofit investment advisors based in Denver, United States30
- Nonprofit investment advisors based in Charlotte, United States29
- Nonprofit investment advisors based in Austin, United States28
- Nonprofit investment advisors based in Portland, United States27
- Nonprofit investment advisors based in Scottsdale, United States26
Questions about this company list
What does Exact match mean for nonprofit investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment advisors did RevenueBase find worldwide?
The saved snapshot records 4,257 matching company records, 35,444 tracked contacts and 18,057 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 nonprofit investment advisors worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/nonprofit-investment-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 nonprofit investment advisors worldwide
RevenueBase records 4,257 matching company records for nonprofit investment advisors worldwide, with 35,444 tracked contacts and 18,057 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Corientcorient.com HQ: Miami, United StatesReported employees: 1,001-5,000 | Miami, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DAVYdavy.ie HQ: Dublin 2, IrelandReported employees: 501-1,000 | Dublin 2, Ireland | 501-1,000 | Exact match | 970 contacts → |
“About Us From day one, you’ll notice there is something special about working at Davy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Savant Wealth Managementsavantwealth.com HQ: Rockford, IL, United StatesReported employees: 501-1,000 | Rockford, IL, United States | 501-1,000 | Exact match | 565 contacts → |
“At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 342 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Waverly Advisors, LLCwaverly-advisors.com HQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 284 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | B. Riley Wealth Managementbrileywealth.com HQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ACFahorrocorporacion.com HQ: Madrid, SpainReported employees: Not recorded | Madrid, Spain | Not recorded | Exact match | 173 contacts → |
“Ahorro Corporación Financiera, S.A.U.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pure Financial Advisors, LLCpurefinancial.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 172 contacts → |
“Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 163 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Focus Financial Network, INCfocusfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 145 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | F.L.Putnam Investment Management Companyflputnam.com HQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 143 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Perigon Wealth Managementperigonwealth.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Avantax Planning Partnersavantax.com HQ: Dubuque, IA, United StatesReported employees: 51-200 | Dubuque, IA, United States | 51-200 | Exact match | 135 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bartlett Wealth Managementbartlett1898.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 130 contacts → |
“At Bartlett, we see life's transitions as opportunities for growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Soltis Investment Advisorssoltisadvisors.com HQ: St. George, UT, United StatesReported employees: 51-200 | St. George, UT, United States | 51-200 | Exact match | 121 contacts → |
“Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Forum Financial Management, LPforumfinancial.com HQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 119 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Capitol Securities Management INCcapitolsecurities.com HQ: Reston, VA, United StatesReported employees: 201-500 | Reston, VA, United States | 201-500 | Exact match | 112 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,257 company matches
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Nonprofit investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,246 records in the displayed employee bands.
11 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,257 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit investment advisors by location
21 lists · largest firstEvery Nonprofit investment advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Nonprofit investment advisors based in the United States3,070
- Nonprofit investment advisors based in India120
- Nonprofit investment advisors based in the United Kingdom85
- Nonprofit investment advisors based in Brazil70
- Nonprofit investment advisors based in Canada55
- Nonprofit investment advisors based in Australia43
- Nonprofit investment advisors based in Germany42
- Nonprofit investment advisors based in France38
Cities
- Nonprofit investment advisors based in New York, United States89
- Nonprofit investment advisors based in Boston, United States46
- Nonprofit investment advisors based in Chicago, United States41
- Nonprofit investment advisors based in Atlanta, United States40
- Nonprofit investment advisors based in San Francisco, United States36
- Nonprofit investment advisors based in San Diego, United States34
- Nonprofit investment advisors based in Houston, United States32
- Nonprofit investment advisors based in Dallas, United States30
- Nonprofit investment advisors based in Denver, United States30
- Nonprofit investment advisors based in Charlotte, United States29
- Nonprofit investment advisors based in Austin, United States28
- Nonprofit investment advisors based in Portland, United States27
- Nonprofit investment advisors based in Scottsdale, United States26
Questions about this company list
What does Exact match mean for nonprofit investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment advisors did RevenueBase find worldwide?
The saved snapshot records 4,257 matching company records, 35,444 tracked contacts and 18,057 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 nonprofit investment advisors worldwide. Snapshot: September 20, 2026. https://revenuebase.ai/companies/browse/nonprofit-investment-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗