Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms worldwide

RevenueBase identified 12,096 company matches for philanthropic advisory firms worldwide as of September 2026 and tracks 112,373 professional contacts across them, including 52,022 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for philanthropic advisory firms 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 advisory firms 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
12,096Companies
112,373Contacts tracked
52,022Verified emails
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The 25 largest philanthropic advisory firms worldwide

Ranked by team size
Top 25 of 12,096 company matches for philanthropic advisory firms 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 matchPraha 4 – Chodov, Czech RepublicHQ recorded Sep 20, 20261,001-5,0001,775 contacts →

Exact match

“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact 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
4Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261,001-5,0001,664 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact 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
6Exact matchPlymouth, MN, United StatesHQ recorded Sep 20, 20261,001-5,0001,516 contacts →

Exact match

“In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact 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
8Exact 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
9Exact 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
10Exact 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
11Exact matchSt. Helier, JerseyHQ recorded Sep 20, 20261,001-5,000813 contacts →

Exact match

“We are ZEDRA.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact 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
13Exact 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
14Exact matchBirmingham, United KingdomHQ recorded Sep 20, 2026501-1,000689 contacts →

Exact match

“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 2026201-500601 contacts →

Exact match

“ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact 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
17Exact matchSandown, South AfricaHQ recorded Sep 20, 2026201-500535 contacts →

Exact match

“Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact 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
19Exact 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
20Exact 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
21Exact matchSingaporeHQ recorded Sep 20, 2026201-500453 contacts →

Exact match

“Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 20, 2026201-500437 contacts →

Exact match

“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact 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
24Exact matchWestborough, MA, United StatesHQ recorded Sep 20, 2026201-500410 contacts →

Exact match

“AAFCPAs is a premier independently owned CPA and advisory firm with a global presence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchLiverpool Street, United KingdomHQ recorded Sep 20, 2026501-1,000392 contacts →

Exact match

“Expert investment management and financial planning.”

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

Showing 25 of 12,096 philanthropic advisory firms worldwide

See the full list, filter by size, metro and specialty, and access 52,022 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisory firms worldwide at a glance

As of Sep 20, 2026
46.3%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
2.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
9,090
11-50
2,479
51-200
368
201-500
84
501-1,000
19
1,001-5,000
19
10001+
13

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 advisory firms are linked below.
What qualifies
Company records worldwide whose business descriptions match “philanthropic advisory firms” 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 52,022 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 advisory firms by location

65 lists · largest first

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

How many philanthropic advisory firms are there worldwide?

RevenueBase identified 12,096 company matches for philanthropic advisory firms 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 advisory firms?

The United States leads with 6,560 companies, followed by the United Kingdom (614) and Canada (459). Every philanthropic advisory firms list by country and city is linked on this page.

Which city has the most philanthropic advisory firms?

New York leads with 272 company records, followed by London (241) and Chicago (135).

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 52,022 professional contacts with verified work emails tracked across these 12,096 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.