Company lists · Data refreshed September 2026

Top 25 Nonprofit investment consultants worldwide

RevenueBase identified 3,370 nonprofit investment consultants worldwide as of September 2026 and tracks 23,613 professional contacts across them, including 10,777 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers nonprofit investment consultants 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 21, 2026. Country and city lists for nonprofit investment consultants 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 21, 2026 86% judged on-target in blind review
3,370Companies
23,613Contacts tracked
10,777Verified emails
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The 25 largest nonprofit investment consultants worldwide

Ranked by team size
Top 25 of 3,370 nonprofit investment consultants worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit investment consultants: 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
1Partial evidenceRaleigh, NC, United StatesHQ checked Sep 21, 20261,001-5,0001,768 contacts →

Partial 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 21, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 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 21, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500589 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200310 contacts →

Indirect evidence

“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 21, 202651-200263 contacts →

Indirect 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 21, 2026
6Partial evidenceIndianapolis, IN, United StatesHQ checked Sep 21, 202651-200262 contacts →

Partial 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 21, 2026
7Partial evidenceWestwood, MA, United StatesHQ checked Sep 21, 2026201-500259 contacts →

Partial evidence

“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceMemphis, TN, United StatesHQ checked Sep 21, 2026201-500239 contacts →

Indirect evidence

“B.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceWashington, United StatesHQ checked Sep 21, 202651-200208 contacts →

Indirect evidence

“We are M+R.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceLeiden, NetherlandsHQ checked Sep 21, 202651-200195 contacts →

Partial evidence

“De Kleine Consultant maakt Kleine Consultants en haar klanten groot door strategisch advies te bieden daar waar het de meeste waarde toevoegt.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceMadrid, SpainHQ checked Sep 21, 2026n/a173 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 202651-200162 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
13Strong evidenceBoston, MA, United StatesHQ checked Sep 21, 202651-200156 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidencePortsmouth, NH, United StatesHQ checked Sep 21, 202651-200148 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202651-200139 contacts →

Indirect evidence

“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceDubuque, IA, United StatesHQ checked Sep 21, 202651-200135 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceUsa, United StatesHQ checked Sep 21, 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 21, 2026
18Partial evidenceHermitage, PA, United StatesHQ checked Sep 21, 202651-200106 contacts →

Partial evidence

“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…”

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceChicago, IL, United StatesHQ checked Sep 21, 202651-200102 contacts →

Partial evidence

“Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceWest Conshohocken, PA, United StatesHQ checked Sep 21, 202651-200101 contacts →

Partial evidence

“America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202651-20095 contacts →

Indirect evidence

“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 21, 202651-20091 contacts →

Partial evidence

“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceRedwood Shores, CA, United StatesHQ checked Sep 21, 202651-20089 contacts →

Indirect evidence

“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceAlbert Lea, MN, United StatesHQ checked Sep 21, 202651-20087 contacts →

Indirect evidence

“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…”

Source: RevenueBase Database · checked Sep 21, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202651-20087 contacts →

Partial evidence

“Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 3,370 nonprofit investment consultants worldwide

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Nonprofit investment consultants worldwide at a glance

As of Sep 21, 2026
45.6%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
2.0%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
2,627
11-50
601
51-200
111
201-500
12
1,001-5,000
6
5,001-10,000
1
10001+
7

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 consultants, 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 consultants are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “nonprofit investment consultants”. 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 consultants), 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 consultants, 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, 10,777 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 21, 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 consultants by location

13 lists · largest first

Every Nonprofit investment consultants 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 consultants, 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 consultants are there worldwide?

RevenueBase identified 3,370 nonprofit investment consultants 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 consultants?

The United States leads with 1,863 companies, followed by the United Kingdom (129) and India (123). Every nonprofit investment consultants list by country and city is linked on this page.

Which city has the most nonprofit investment consultants?

New York leads with 66 headquartered companies, followed by London (47) and Atlanta (32).

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 10,777 verified decision-maker contacts tracked across these 3,370 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 21, 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.