Company lists · Data refreshed November 2026
Top 25 Nonprofit endowment advisors based in the United States
RevenueBase identified 109 company matches for nonprofit endowment advisors associated with the United States as of November 2026 and tracks 1,315 professional contacts across them, including 785 with verified work emails. New York is the largest hub.
This list covers company matches for nonprofit endowment 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.
The 25 largest nonprofit endowment advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 289 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 164 contacts → | ||||
Exact match “Vanguard Charitable is a leading U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 99 contacts → | ||||
Exact match “Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 59 contacts → | ||||
Exact match “Monticello Associates is a highly specialized investment consulting firm helping endowments, foundations, family offices, and other long-term pools of capital navigate complex…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 51 contacts → | ||||
Exact match “Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 38 contacts → | ||||
Exact match “Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Moore Philanthropy is a Black-owned and women-led philanthropic advisory firm, intermediary, and public charity dedicated to providing strategic philanthropic services to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “eCIO is a fiduciary investment advisor serving nonprofits, foundations, and endowments nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Founded more than 20 years ago, Raffa Investment Advisers was purpose-built to serve nonprofit organizations and membership associations nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Your mission.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Since 1995, Main Street Community Foundation has connected donors to the nonprofits, programs and projects they care about by building permanent charitable endowments that will…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “The Community Foundation of the Mahoning Valley is a leader and advocate for strategic philanthropy, partnering with donors to anchor a permanent and growing endowment and making…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Phīla Engaged Giving is an award-winning philanthropic advisory firm redefining how high-net-wealth givers deploy capital for good.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Whitefish Community Foundation is dedicated to fostering philanthropy, building endowments, and helping donors and nonprofits benefit the greater Flathead Valley.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “JH Philanthropy (JHP) is a team of philanthropy advisors who specialize in helping high-capacity and generous individuals and families bring their charitable visions to life and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “As an independent fee-only investment advisor, InTrack has partnered with individuals, families and nonprofits since 1992.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Founded in 1973, Music Center Foundation is an independent public charity focused on building the endowment to support performing arts for its partnering organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “ABOUT US Endowment Partners is proud to be a women-owned investment management firm.” 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 “nonprofit endowment 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 109 nonprofit endowment advisors based in the United States
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Nonprofit endowment advisors 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 109 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 “nonprofit endowment 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 785 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.
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 “nonprofit endowment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit endowment advisors are there based in the United States?
RevenueBase identified 109 company matches for nonprofit endowment 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?
National Philanthropic Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit endowment advisors?
New York leads with 5 company records, followed by Chicago (4) and San Francisco (4).
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 785 professional contacts with verified work emails tracked across these 109 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 109 nonprofit endowment advisors based in the United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 25 nonprofit endowment advisors 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 109 matching company records for nonprofit endowment advisors based in the United States, with 1,315 tracked contacts and 785 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 nonprofit endowment advisors 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 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vanguard Charitablevanguardcharitable.orgHQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  Tiaa Kaspickkaspick.comHQ: Redwood Shores, MO, United StatesReported employees: 51-200 | Redwood Shores, MO, United States | 51-200 | Exact match | 99 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Monticello Associatesmonticelloassociates.comHQ: Denver, MD, United StatesReported employees: 51-200 | Denver, MD, United States | 51-200 | Exact match | 59 contacts → |
“Monticello Associates is a highly specialized investment consulting firm helping endowments, foundations, family offices, and other long-term pools of capital navigate complex…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Thompson & Associatesceplan.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Cornerstone Partnerscstonellc.comHQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 38 contacts → |
“Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Castellan Group, LLCcastellangroup.comHQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 21 contacts → |
“Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Syntrinsicsyntrinsic.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 16 contacts → |
“Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Patten And Patten, INCpatteninc.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Moore Philanthropymoorephilanthropy.comHQ: Denver, NY, United StatesReported employees: 11-50 | Denver, NY, United States | 11-50 | Exact match | 14 contacts → |
“Moore Philanthropy is a Black-owned and women-led philanthropic advisory firm, intermediary, and public charity dedicated to providing strategic philanthropic services to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ECIOgetecio.comHQ: Madison, WI, United StatesReported employees: 1-10 | Madison, WI, United States | 1-10 | Exact match | 13 contacts → |
“eCIO is a fiduciary investment advisor serving nonprofits, foundations, and endowments nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Raffa Investment Advisersraffaadvisers.comHQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 12 contacts → |
“Founded more than 20 years ago, Raffa Investment Advisers was purpose-built to serve nonprofit organizations and membership associations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Filament Essential Servicesfilamentservices.orgHQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 12 contacts → |
“Your mission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  CTACctacadmin.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 12 contacts → |
“CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Main Street Community Foundationmainstreetfoundation.orgHQ: Bristol, CT, United StatesReported employees: 1-10 | Bristol, CT, United States | 1-10 | Exact match | 10 contacts → |
“Since 1995, Main Street Community Foundation has connected donors to the nonprofits, programs and projects they care about by building permanent charitable endowments that will…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Youngstown, OH, United StatesReported employees: 1-10 | Youngstown, OH, United States | 1-10 | Exact match | 9 contacts → |
“The Community Foundation of the Mahoning Valley is a leader and advocate for strategic philanthropy, partnering with donors to anchor a permanent and growing endowment and making…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Richmond Jewish Foundationrjfoundation.orgHQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Phīla Engaged Givingphilagiving.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 8 contacts → |
“Phīla Engaged Giving is an award-winning philanthropic advisory firm redefining how high-net-wealth givers deploy capital for good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Whitefish Community Foundationwhitefishcommunityfoundation.orgHQ: Whitefish, MT, United StatesReported employees: 1-10 | Whitefish, MT, United States | 1-10 | Exact match | 7 contacts → |
“Whitefish Community Foundation is dedicated to fostering philanthropy, building endowments, and helping donors and nonprofits benefit the greater Flathead Valley.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  JH Philanthropyjhphilanthropy.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“JH Philanthropy (JHP) is a team of philanthropy advisors who specialize in helping high-capacity and generous individuals and families bring their charitable visions to life and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Intrack Investment Management, INCintrackinvest.comHQ: South Burlington, VT, United StatesReported employees: 1-10 | South Burlington, VT, United States | 1-10 | Exact match | 7 contacts → |
“As an independent fee-only investment advisor, InTrack has partnered with individuals, families and nonprofits since 1992.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Music Center Foundationmusiccenterfoundation.orgHQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1973, Music Center Foundation is an independent public charity focused on building the endowment to support performing arts for its partnering organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Endowment Partners, LLCendowmentpartners.comHQ: Las Vegas, NV, United StatesReported employees: 1-10 | Las Vegas, NV, United States | 1-10 | Exact match | 7 contacts → |
“ABOUT US Endowment Partners is proud to be a women-owned investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 109 company matches
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Nonprofit endowment advisors: 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
109 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 109 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 ↗
Questions about this company list
What does Exact match mean for nonprofit endowment advisors?
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 nonprofit endowment advisors did RevenueBase find based in the United States?
The saved snapshot records 109 matching company records, 1,315 tracked contacts and 785 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
Cite this list
RevenueBase Data Team. Top 25 nonprofit endowment advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/nonprofit-endowment-advisors/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 nonprofit endowment advisors based in the United States
RevenueBase records 109 matching company records for nonprofit endowment advisors based in the United States, with 1,315 tracked contacts and 785 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 nonprofit endowment advisors 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 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vanguard Charitablevanguardcharitable.org HQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Tiaa Kaspickkaspick.com HQ: Redwood Shores, MO, United StatesReported employees: 51-200 | Redwood Shores, MO, United States | 51-200 | Exact match | 99 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monticello Associatesmonticelloassociates.com HQ: Denver, MD, United StatesReported employees: 51-200 | Denver, MD, United States | 51-200 | Exact match | 59 contacts → |
“Monticello Associates is a highly specialized investment consulting firm helping endowments, foundations, family offices, and other long-term pools of capital navigate complex…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Thompson & Associatesceplan.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 51 contacts → |
“Thompson & Associates partners with nonprofits to provide estate planning services to their supporters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cornerstone Partnerscstonellc.com HQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 38 contacts → |
“Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Castellan Group, LLCcastellangroup.com HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 21 contacts → |
“Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Syntrinsicsyntrinsic.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 16 contacts → |
“Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Patten And Patten, INCpatteninc.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in 1973, DJCF is proud to serve as a resource for individuals and families, non-profit organizations, and professional advisors interested in creative and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Moore Philanthropymoorephilanthropy.com HQ: Denver, NY, United StatesReported employees: 11-50 | Denver, NY, United States | 11-50 | Exact match | 14 contacts → |
“Moore Philanthropy is a Black-owned and women-led philanthropic advisory firm, intermediary, and public charity dedicated to providing strategic philanthropic services to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ECIOgetecio.com HQ: Madison, WI, United StatesReported employees: 1-10 | Madison, WI, United States | 1-10 | Exact match | 13 contacts → |
“eCIO is a fiduciary investment advisor serving nonprofits, foundations, and endowments nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Raffa Investment Advisersraffaadvisers.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 12 contacts → |
“Founded more than 20 years ago, Raffa Investment Advisers was purpose-built to serve nonprofit organizations and membership associations nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Filament Essential Servicesfilamentservices.org HQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 12 contacts → |
“Your mission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CTACctacadmin.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 12 contacts → |
“CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Main Street Community Foundationmainstreetfoundation.org HQ: Bristol, CT, United StatesReported employees: 1-10 | Bristol, CT, United States | 1-10 | Exact match | 10 contacts → |
“Since 1995, Main Street Community Foundation has connected donors to the nonprofits, programs and projects they care about by building permanent charitable endowments that will…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Youngstown, OH, United StatesReported employees: 1-10 | Youngstown, OH, United States | 1-10 | Exact match | 9 contacts → |
“The Community Foundation of the Mahoning Valley is a leader and advocate for strategic philanthropy, partnering with donors to anchor a permanent and growing endowment and making…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Richmond Jewish Foundationrjfoundation.org HQ: Richmond, VA, United StatesReported employees: 1-10 | Richmond, VA, United States | 1-10 | Exact match | 9 contacts → |
“Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Phīla Engaged Givingphilagiving.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 8 contacts → |
“Phīla Engaged Giving is an award-winning philanthropic advisory firm redefining how high-net-wealth givers deploy capital for good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Whitefish Community Foundationwhitefishcommunityfoundation.org HQ: Whitefish, MT, United StatesReported employees: 1-10 | Whitefish, MT, United States | 1-10 | Exact match | 7 contacts → |
“Whitefish Community Foundation is dedicated to fostering philanthropy, building endowments, and helping donors and nonprofits benefit the greater Flathead Valley.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | JH Philanthropyjhphilanthropy.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“JH Philanthropy (JHP) is a team of philanthropy advisors who specialize in helping high-capacity and generous individuals and families bring their charitable visions to life and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Intrack Investment Management, INCintrackinvest.com HQ: South Burlington, VT, United StatesReported employees: 1-10 | South Burlington, VT, United States | 1-10 | Exact match | 7 contacts → |
“As an independent fee-only investment advisor, InTrack has partnered with individuals, families and nonprofits since 1992.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Music Center Foundationmusiccenterfoundation.org HQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1973, Music Center Foundation is an independent public charity focused on building the endowment to support performing arts for its partnering organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Endowment Partners, LLCendowmentpartners.com HQ: Las Vegas, NV, United StatesReported employees: 1-10 | Las Vegas, NV, United States | 1-10 | Exact match | 7 contacts → |
“ABOUT US Endowment Partners is proud to be a women-owned investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 109 company matches
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Nonprofit endowment advisors: 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
109 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 109 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 ↗
Questions about this company list
What does Exact match mean for nonprofit endowment advisors?
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 nonprofit endowment advisors did RevenueBase find based in the United States?
The saved snapshot records 109 matching company records, 1,315 tracked contacts and 785 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
Cite this list
RevenueBase Data Team. Top 25 nonprofit endowment advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/nonprofit-endowment-advisors/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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