Company lists · Data refreshed September 2026

Top 25 Philanthropic advisors worldwide

RevenueBase identified 7,813 company matches for philanthropic advisors worldwide as of September 2026 and tracks 72,387 professional contacts across them, including 34,135 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for philanthropic 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 philanthropic 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
7,813Companies
72,387Contacts tracked
34,135Verified emails
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The 25 largest philanthropic advisors worldwide

Ranked by team size
Top 25 of 7,813 company matches for philanthropic advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOverland Park, KS, United StatesHQ recorded Sep 20, 20261,001-5,0001,828 contacts →

Exact match

“Your wealth plan shouldn’t sit still.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Sep 20, 20261,001-5,0001,768 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
3Exact matchToronto, CanadaHQ recorded Sep 20, 2026501-1,0001,555 contacts →

Exact match

“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 20, 20261,001-5,0001,491 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
5Exact matchMilano, ItalyHQ recorded Sep 20, 2026501-1,0001,413 contacts →

Exact match

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchBaltimore, MD, United StatesHQ recorded Sep 20, 20261,001-5,0001,157 contacts →

Exact match

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchLondon, GB1,001-5,000910 contacts →

Exact match

“For the past 125 years we have been proud to assist some of the world's most remarkable individuals and organisations in realising their ambitions and using private capital to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchChicago, IL, United StatesHQ recorded Sep 20, 202610001+771 contacts →

Exact match

“Any successful wealth plan begins with a thorough discussion of your ambitions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchEnglewood, NJ, United StatesHQ recorded Sep 20, 2026501-1,000692 contacts →

Exact match

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchBarueri, BrazilHQ recorded Sep 20, 2026201-500581 contacts →

Exact match

“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchLos Angeles, CA, United StatesHQ recorded Sep 20, 2026201-500542 contacts →

Exact match

“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchCleveland, OH, United StatesHQ recorded Sep 20, 2026501-1,000520 contacts →

Exact match

“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchBoston, KY, United StatesHQ recorded Sep 20, 2026501-1,000461 contacts →

Exact match

“Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchAlpharetta, GA, United StatesHQ recorded Sep 20, 2026201-500453 contacts →

Exact match

“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Sep 20, 2026201-500443 contacts →

Exact match

“The Bridgespan Group is a global nonprofit that strives to make the world more equitable and just.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchLeeds, United KingdomHQ recorded Sep 20, 2026201-500415 contacts →

Exact match

“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 20, 2026201-500410 contacts →

Exact match

“Bloomberg Philanthropies works primarily to advance five areas globally: the Arts, Education, the Environment, Government Innovation and Public Health.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchAkron, OH, United StatesHQ recorded Sep 20, 2026201-500388 contacts →

Exact match

“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchLynnwood Manor, South AfricaHQ recorded Sep 20, 2026201-500379 contacts →

Exact match

“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 2026201-500378 contacts →

Exact match

“Ren is a driving force that powers people, ideas, and institutions for good.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchGroningen, NetherlandsHQ recorded Sep 20, 2026501-1,000335 contacts →

Exact match

“Samen vooruit Samen met onze professionals maken we het verschil.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 20, 202651-200310 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchAlpharetta, GA, United StatesHQ recorded Sep 20, 2026201-500296 contacts →

Exact match

“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchOslo, NorwayHQ recorded Sep 20, 2026201-500281 contacts →

Exact match

“Our investment philosophy starts with you.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 2026201-500279 contacts →

Exact match

“Tides is a nonprofit and philanthropic organization committed to advancing social justice.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 7,813 philanthropic advisors worldwide

See the full list, filter by size, metro and specialty, and access 34,135 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisors worldwide at a glance

As of Sep 20, 2026
47.2%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
2.8%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
6,028
11-50
1,440
51-200
248
201-500
50
501-1,000
16
1,001-5,000
12
10001+
7

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 philanthropic advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “philanthropic 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 34,135 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.

Philanthropic advisors by location

35 lists · largest first

Every Philanthropic 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 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 “philanthropic advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisors are there worldwide?

RevenueBase identified 7,813 company matches for philanthropic 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?

Mariner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most philanthropic advisors?

The United States leads with 4,434 companies, followed by Canada (335) and the United Kingdom (323). Every philanthropic advisors list by country and city is linked on this page.

Which city has the most philanthropic advisors?

New York leads with 215 company records, followed by London (164) and Chicago (113).

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 34,135 professional contacts with verified work emails tracked across these 7,813 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.

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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.