Company lists · Data refreshed September 2026

Top 25 Philanthropic advisors worldwide

RevenueBase identified 7,813 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 philanthropic 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 philanthropic 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 RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
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 philanthropic advisors worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 20, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceRaleigh, NC, United StatesHQ checked Sep 20, 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 20, 2026
3Indirect evidenceToronto, CanadaHQ checked Sep 20, 2026501-1,0001,555 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect 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
5Indirect evidenceMilano, ItalyHQ checked Sep 20, 2026501-1,0001,413 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceBaltimore, MD, United StatesHQ checked Sep 20, 20261,001-5,0001,157 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLondon, GB1,001-5,000910 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202610001+771 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceEnglewood, NJ, United StatesHQ checked Sep 20, 2026501-1,000692 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBarueri, BrazilHQ checked Sep 20, 2026201-500581 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 2026201-500542 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceCleveland, OH, United StatesHQ checked Sep 20, 2026501-1,000520 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceBoston, KY, United StatesHQ checked Sep 20, 2026501-1,000461 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 20, 2026201-500453 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 2026201-500443 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceLeeds, United KingdomHQ checked Sep 20, 2026201-500415 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 2026201-500410 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceAkron, OH, United StatesHQ checked Sep 20, 2026201-500388 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceLynnwood Manor, South AfricaHQ checked Sep 20, 2026201-500379 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 20, 2026201-500378 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceGroningen, NetherlandsHQ checked Sep 20, 2026501-1,000335 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200310 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 20, 2026201-500296 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceOslo, NorwayHQ checked Sep 20, 2026201-500281 contacts →

Indirect evidence

“Our investment philosophy starts with you.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 20, 2026201-500279 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 7,813 philanthropic advisors worldwide

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among philanthropic 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 philanthropic advisors are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “philanthropic 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 philanthropic 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 philanthropic 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, 34,135 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.

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 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 philanthropic 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 philanthropic advisors are there worldwide?

RevenueBase identified 7,813 philanthropic 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?

Mariner, headquartered in Overland Park, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 34,135 verified decision-maker contacts tracked across these 7,813 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.