Company lists · Data refreshed November 2026

Top 25 Endowment management advisors based in the United States

Name: Endowment management advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 3,968 companies tracked

RevenueBase identified 3,968 company matches for endowment management advisors associated with the United States as of November 2026 and tracks 73,523 professional contacts across them, including 36,590 with verified work emails. New York is the largest hub.

This list covers company matches for endowment management advisors 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

3,968Companies

73,523Contacts tracked

36,590Verified emails

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The 25 largest endowment management advisors based in the United States

Ranked by team size

Top 25 of 3,968 company matches for endowment management advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Alliancebernstein	Exact match	Nashville, PA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	5,150 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	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
3	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	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
4	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,791 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 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 · Nov 6, 2026 · View company records in RevenueBase
6	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,586 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	1,262 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,208 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	899 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	GMO	Exact match	Boston, CA, United StatesHQ recorded Nov 6, 2026	201-500	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
11	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Nov 6, 2026	501-1,000	774 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 · Nov 6, 2026 · View company records in RevenueBase
12	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Nepc, LLC	Exact match	Boston, NV, United StatesHQ recorded Nov 6, 2026	201-500	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
14	Steward Partners	Exact match	Stamford, WI, United StatesHQ recorded Nov 6, 2026	501-1,000	484 contacts →
	Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	AKSIA	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	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
16	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Nov 6, 2026	201-500	433 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 · Nov 6, 2026 · View company records in RevenueBase
17	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	201-500	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
18	Farallon Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	201-500	393 contacts →
	Exact match “Farallon Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Huntington Financial Advisors	Exact match	Columbus, OH, United StatesHQ recorded Nov 6, 2026	1,001-5,000	361 contacts →
	Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	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
21	Hartford Investment Management Co. Himco	Exact match	Hartford, CT, United StatesHQ recorded Nov 6, 2026	201-500	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
22	MIO Partners, INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	309 contacts →
	Exact match “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	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
24	Meketa Investment Group	Exact match	Westwood, OR, United StatesHQ recorded Nov 6, 2026	201-500	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
25	Doubleline	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	201-500	266 contacts →
	Exact match “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” 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 management advisors”. 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 3,968 endowment management advisors based in the United States

See the full list, filter by size, metro and specialty, and access 36,590 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Endowment management advisors based in the United States at a glance

As of Nov 6, 2026

49.8%Verified-email coverage

18.5Average contacts per company

1-10Median size (employees)

4.7%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,739

11-50

950

51-200

187

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 3,968 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 management 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. 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 36,590 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 management advisors 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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many endowment management advisors are there based in the United States?

RevenueBase identified 3,968 company matches for endowment management advisors 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?

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

Which city has the most endowment management advisors?

New York leads with 186 company records, followed by Boston (68) and Atlanta (59).

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 36,590 professional contacts with verified work emails tracked across these 3,968 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.

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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.