Company lists · Data refreshed November 2026
Top 25 Endowment fund consultants based in the United States
RevenueBase identified 1,311 company matches for endowment fund consultants associated with the United States as of November 2026 and tracks 25,376 professional contacts across them, including 11,757 with verified work emails. New York is the largest hub.
This list covers company matches for endowment fund consultants associated with the United States, 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 November 6, 2026.
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 endowment fund consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,889 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,882 contacts → | ||||
Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 840 contacts → | ||||
Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 504 contacts → | ||||
Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 456 contacts → | ||||
Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 412 contacts → | ||||
Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 343 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 314 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 297 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 281 contacts → | ||||
Exact match “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 235 contacts → | ||||
Exact match “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 233 contacts → | ||||
Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 220 contacts → | ||||
Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 193 contacts → | ||||
Exact match “Maximizing Value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 192 contacts → | ||||
Exact match “World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 189 contacts → | ||||
Exact match “Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 179 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 163 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 160 contacts → | ||||
Exact match “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 159 contacts → | ||||
Exact match “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 157 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 150 contacts → | ||||
Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 145 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 136 contacts → | ||||
Exact match “Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 133 contacts → | ||||
Exact match “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded in the RevenueBase company graph · Nov 6, 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 “endowment fund consultants”. 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 1,311 endowment fund consultants based in the United States
See the full list, filter by size, metro and specialty, and access 11,757 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Endowment fund consultants based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,311 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “endowment fund consultants” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 11,757 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 November 6, 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.
Endowment fund consultants by metro
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 “endowment fund consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many endowment fund consultants are there based in the United States?
RevenueBase identified 1,311 company matches for endowment fund consultants associated with the United States as of November 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 city has the most endowment fund consultants?
New York leads with 114 company records, followed by Chicago (33) and Boston (22).
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 11,757 professional contacts with verified work emails tracked across these 1,311 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,311 endowment fund consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Endowment fund consultants by geography
- Endowment fund consultants based in Sao Paulo, Brazil
- Endowment fund consultants based in Toronto, Canada
- Endowment fund consultants based in Paris, France
- Endowment fund consultants based in London, United Kingdom
- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States
- Endowment fund consultants based in Argentina
- Endowment fund consultants based in Australia
- Endowment fund consultants based in Brazil
- Endowment fund consultants based in Canada
- Endowment fund consultants based in France
- Endowment fund consultants based in Germany
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Endowment fund consultants based in Sao Paulo, Brazil
- Endowment fund consultants based in Toronto, Canada
- Endowment fund consultants based in Paris, France
- Endowment fund consultants based in London, United Kingdom
- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States
Company intelligence · public preview
Top 25 endowment fund consultants based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,311 matching company records for endowment fund consultants based in the United States, with 25,376 tracked contacts and 11,757 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: November 6, 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 endowment fund consultants based in the United States
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 | 1,889 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cambridge Associatescambridgeassociates.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GMOgmo.comHQ: Boston, CA, United StatesReported employees: 201-500 | Boston, CA, United States | 201-500 | Exact match | 840 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nepc, LLCnepc.comHQ: Boston, NV, United StatesReported employees: 201-500 | Boston, NV, United States | 201-500 | Exact match | 504 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  AKSIAaksia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 456 contacts → |
“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Nisa Investment Advisors, LLCnisa.comHQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 412 contacts → |
“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 297 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Meketa Investment Groupmeketa.comHQ: Westwood, OR, United StatesReported employees: 201-500 | Westwood, OR, United States | 201-500 | Exact match | 281 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sterling Capital Management LLCsterlingcapital.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 235 contacts → |
“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clearsteadclearstead.comHQ: Cleveland, OH, United StatesReported employees: 201-500 | Cleveland, OH, United States | 201-500 | Exact match | 233 contacts → |
“Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Callancallan.comHQ: San Francisco, OR, United StatesReported employees: 51-200 | San Francisco, OR, United States | 51-200 | Exact match | 220 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  LCG Advisorslcgadvisors.comHQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  World Investment Advisorsworldadvisors.comHQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 192 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Clark Capital Management Groupccmg.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 189 contacts → |
“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Apella Wealthapellawealth.comHQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Meeder Investment Managementmeederinvestment.comHQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 160 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Marquette Associatesmarquetteassociates.comHQ: Chicago, MD, United StatesReported employees: 51-200 | Chicago, MD, United States | 51-200 | Exact match | 159 contacts → |
“Marquette Associates provides our clients with independent and thoughtful investment guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 157 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rvk, INCrvkinc.comHQ: Portland, IL, United StatesReported employees: 51-200 | Portland, IL, United States | 51-200 | Exact match | 150 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fort Washington Investment Advisors, INCfortwashington.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 145 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Kayne Anderson Rudnickkayne.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 136 contacts → |
“Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Forum Financial Management, LPforumfinancial.comHQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 133 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,311 company matches
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Endowment fund consultants: dataset insights
November 6, 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
1,311 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,311 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: November 6, 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 ↗
Endowment fund consultants by metro
Questions about this company list
What does Exact match mean for endowment fund consultants?
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 endowment fund consultants did RevenueBase find based in the United States?
The saved snapshot records 1,311 matching company records, 25,376 tracked contacts and 11,757 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: November 6, 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
Endowment fund consultants by geography
- Endowment fund consultants based in Sao Paulo, Brazil
- Endowment fund consultants based in Toronto, Canada
- Endowment fund consultants based in Paris, France
- Endowment fund consultants based in London, United Kingdom
- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States
- Endowment fund consultants based in Argentina
- Endowment fund consultants based in Australia
- Endowment fund consultants based in Brazil
- Endowment fund consultants based in Canada
- Endowment fund consultants based in France
- Endowment fund consultants based in Germany
Cite this list
RevenueBase Data Team. Top 25 endowment fund consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/endowment-fund-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Endowment fund consultants based in Sao Paulo, Brazil
- Endowment fund consultants based in Toronto, Canada
- Endowment fund consultants based in Paris, France
- Endowment fund consultants based in London, United Kingdom
- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States
Company intelligence · public preview
Top 25 endowment fund consultants based in the United States
RevenueBase records 1,311 matching company records for endowment fund consultants based in the United States, with 25,376 tracked contacts and 11,757 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: November 6, 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 endowment fund consultants based in the United States
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 | 1,889 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cambridge Associatescambridgeassociates.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GMOgmo.com HQ: Boston, CA, United StatesReported employees: 201-500 | Boston, CA, United States | 201-500 | Exact match | 840 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nepc, LLCnepc.com HQ: Boston, NV, United StatesReported employees: 201-500 | Boston, NV, United States | 201-500 | Exact match | 504 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | AKSIAaksia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 456 contacts → |
“Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nisa Investment Advisors, LLCnisa.com HQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 412 contacts → |
“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 297 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Meketa Investment Groupmeketa.com HQ: Westwood, OR, United StatesReported employees: 201-500 | Westwood, OR, United States | 201-500 | Exact match | 281 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sterling Capital Management LLCsterlingcapital.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 235 contacts → |
“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clearsteadclearstead.com HQ: Cleveland, OH, United StatesReported employees: 201-500 | Cleveland, OH, United States | 201-500 | Exact match | 233 contacts → |
“Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Callancallan.com HQ: San Francisco, OR, United StatesReported employees: 51-200 | San Francisco, OR, United States | 51-200 | Exact match | 220 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | LCG Advisorslcgadvisors.com HQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | World Investment Advisorsworldadvisors.com HQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 192 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Clark Capital Management Groupccmg.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 189 contacts → |
“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Apella Wealthapellawealth.com HQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Meeder Investment Managementmeederinvestment.com HQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 160 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marquette Associatesmarquetteassociates.com HQ: Chicago, MD, United StatesReported employees: 51-200 | Chicago, MD, United States | 51-200 | Exact match | 159 contacts → |
“Marquette Associates provides our clients with independent and thoughtful investment guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 157 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rvk, INCrvkinc.com HQ: Portland, IL, United StatesReported employees: 51-200 | Portland, IL, United States | 51-200 | Exact match | 150 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fort Washington Investment Advisors, INCfortwashington.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 145 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Kayne Anderson Rudnickkayne.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 136 contacts → |
“Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Forum Financial Management, LPforumfinancial.com HQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 133 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Endowment fund consultants: dataset insights
November 6, 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
1,311 records in the displayed employee bands.
0 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,311 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: November 6, 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 ↗
Endowment fund consultants by metro
Questions about this company list
What does Exact match mean for endowment fund consultants?
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 endowment fund consultants did RevenueBase find based in the United States?
The saved snapshot records 1,311 matching company records, 25,376 tracked contacts and 11,757 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: November 6, 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
Endowment fund consultants by geography
- Endowment fund consultants based in Sao Paulo, Brazil
- Endowment fund consultants based in Toronto, Canada
- Endowment fund consultants based in Paris, France
- Endowment fund consultants based in London, United Kingdom
- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States
- Endowment fund consultants based in Argentina
- Endowment fund consultants based in Australia
- Endowment fund consultants based in Brazil
- Endowment fund consultants based in Canada
- Endowment fund consultants based in France
- Endowment fund consultants based in Germany
Cite this list
RevenueBase Data Team. Top 25 endowment fund consultants based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/endowment-fund-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Endowment fund consultants based in Paris, France
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- Endowment fund consultants based in Chicago, United States
- Endowment fund consultants based in New York, United States