Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 58 companies tracked

RevenueBase identified 58 endowment management consulting firms headquartered in Boston, United States as of September 2026 and tracks 3,407 professional contacts across them, including 2,071 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Boston has 58.

This list covers endowment management consulting firms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

58Companies

3,407Contacts tracked

2,071Verified emails

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The 25 largest endowment management consulting firms based in Boston, United States

Ranked by team size

Top 25 of 58 endowment management consulting firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cambridge Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,792 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	201-500	463 contacts →
	Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 28, 2026
3	Weiss Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	150 contacts →
	Partial evidence “For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…” Source: RevenueBase Database · checked Sep 28, 2026
4	CW Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	138 contacts →
	Partial evidence “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Source: RevenueBase Database · checked Sep 28, 2026
5	Breckinridge Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Source: RevenueBase Database · checked Sep 28, 2026
6	Loring, Wolcott & Coolidge Trust, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 28, 2026
7	STAX	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	201-500	78 contacts →
	Strong evidence “Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries including software/technology, healthcare, business…” Source: RevenueBase Database · checked Sep 28, 2026
8	Crestwood Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Indirect evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 28, 2026
9	Welch & Forbes LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	58 contacts →
	Partial evidence “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Source: RevenueBase Database · checked Sep 28, 2026
10	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	54 contacts →
	Indirect evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 28, 2026
11	Spring Consulting Group, An Alera Group Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	46 contacts →
	Partial evidence “Spring Consulting Group, an Alera Group Company, LLC, is headquartered in Boston, Massachusetts, is a leading professional service firm whose core focus is developing integrated…” Source: RevenueBase Database · checked Sep 28, 2026
12	Keenan Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 28, 2026
13	Reynders, Mcveigh Capital Management, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Indirect evidence “Too often, investors are handed portfolios labeled “sustainable” that barely live up to the name.” Source: RevenueBase Database · checked Sep 28, 2026
14	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	32 contacts →
	Partial evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 28, 2026
15	Woodstock Corporation	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “Woodstock Corporation is a privately-owned wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
16	Mayflower Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Source: RevenueBase Database · checked Sep 28, 2026
17	Alpha Pension Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Alpha Pension Group is a retirement consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
18	Siharum Advisors, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Investment Advisory Firm Siharum Advisors, LLC is an independent investment advisory firm formed to serve high net worth individuals and foundations.” Source: RevenueBase Database · checked Sep 28, 2026
19	Aureus Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026
20	Boston Financial Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 28, 2026
21	Legacy Financial Group Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 28, 2026
22	RTS Private Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 28, 2026
23	Shepherd Kaplan LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	9 contacts →
	Partial evidence “Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fiduciary Wealth Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.” Source: RevenueBase Database · checked Sep 28, 2026
25	Boston Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 58 endowment management consulting firms based in Boston, United States

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Endowment management consulting firms based in Boston, United States at a glance

As of Sep 28, 2026

60.8%Verified-email coverage

58.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 58 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among endowment management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “endowment management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names endowment management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among endowment management consulting firms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,071 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Endowment management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names endowment management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 58 endowment management consulting firms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cambridge Associates, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). Boston has 58.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,071 verified decision-maker contacts tracked across these 58 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.