Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 3,773 companies tracked

RevenueBase identified 3,773 company matches for endowment management consulting firms associated with the United States as of September 2026 and tracks 80,527 professional contacts across them, including 41,633 with verified work emails. New York is the largest hub.

This list covers company matches for endowment management consulting firms 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 September 28, 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 Sep 28, 2026 How this list was built

3,773Companies

80,527Contacts tracked

41,633Verified emails

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The 25 largest endowment management consulting firms based in the United States

Ranked by team size

Top 25 of 3,773 company matches for endowment management consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,792 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 · Sep 28, 2026 · View company records in RevenueBase
6	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 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 28, 2026 · View company records in RevenueBase
7	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	1,217 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 · Sep 28, 2026 · View company records in RevenueBase
9	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,157 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 28, 2026 · View company records in RevenueBase
10	SEGAL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,149 contacts →
	Exact match “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	837 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 · Sep 28, 2026 · View company records in RevenueBase
12	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	692 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 28, 2026 · View company records in RevenueBase
13	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	463 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 · Sep 28, 2026 · View company records in RevenueBase
15	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 28, 2026	501-1,000	443 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 · Sep 28, 2026 · View company records in RevenueBase
16	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	437 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 28, 2026 · View company records in RevenueBase
17	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	419 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Sep 28, 2026	201-500	388 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Realfoundations	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	379 contacts →
	Exact match “Newmark RF (formerly RealFoundations) strengthens Newmark’s global Investor Solutions suite while expanding consulting and managed services for institutional clients across the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	323 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 · Sep 28, 2026 · View company records in RevenueBase
22	Hartford Investment Management Co. Himco	Exact match	Hartford, CT, United StatesHQ recorded Sep 28, 2026	201-500	312 contacts →
	Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	MIO Partners, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	297 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 · Sep 28, 2026 · View company records in RevenueBase
25	Asset Mindset Advisors	Exact match	York, United StatesHQ recorded Sep 28, 2026	51-200	296 contacts →
	Exact match “Empowering financial growth, Asset Mindset Advisors is your strategic partner in asset management and wealth optimization.” Recorded in the RevenueBase company graph · Sep 28, 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 consulting firms”. 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 3,773 endowment management consulting firms based in the United States

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Endowment management consulting firms based in the United States at a glance

As of Sep 28, 2026

51.7%Verified-email coverage

21.3Average contacts per company

1-10Median size (employees)

6.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

2,594

11-50

932

51-200

172

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 3,773 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 consulting 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. 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 41,633 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 28, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 3,773 company matches for endowment management consulting firms associated with the United States 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?

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

Which city has the most endowment management consulting firms?

New York leads with 228 company records, followed by Chicago (91) and Houston (68).

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 41,633 professional contacts with verified work emails tracked across these 3,773 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 28, 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.