Company lists · Data refreshed September 2026

Top 25 Nonprofit endowment management consultants based in the United States

RevenueBase identified 989 company matches for nonprofit endowment management consultants associated with the United States as of September 2026 and tracks 5,559 professional contacts across them, including 2,186 with verified work emails. New York is the largest hub.

This list covers company matches for nonprofit endowment management consultants associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 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 29, 2026 How this list was built
989Companies
5,559Contacts tracked
2,186Verified emails
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The 25 largest nonprofit endowment management consultants based in the United States

Ranked by team size
Top 25 of 989 company matches for nonprofit endowment management consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPortsmouth, NH, United StatesHQ recorded Sep 29, 202651-200148 contacts →

Exact match

“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchUsa, United StatesHQ recorded Sep 29, 202651-200125 contacts →

Exact match

“BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchChicago, IL, United StatesHQ recorded Sep 29, 202651-200102 contacts →

Exact match

“Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchRedwood Shores, CA, United StatesHQ recorded Sep 29, 202651-20089 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 · Sep 29, 2026 · View company records in RevenueBase
5Exact matchAtlanta, GA, United StatesHQ recorded Sep 29, 202651-20087 contacts →

Exact match

“Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchPhiladelphia, PA, United StatesHQ recorded Sep 29, 202651-20083 contacts →

Exact match

“Schultz & Williams is a national consulting firm dedicated to helping nonprofits of all types and sizes achieve financial stability, meet organizational goals, and support greater…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202651-20074 contacts →

Exact match

“At ESC, our mission is to empower nonprofits to achieve their goals & contribute to a more just and equitable world.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 29, 202651-20059 contacts →

Exact match

“Graham-Pelton is the fundraising consulting firm chosen by leading nonprofits worldwide.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchDenver, CO, United StatesHQ recorded Sep 29, 202651-20057 contacts →

Exact match

“Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchSt Augustine, FL, United StatesHQ recorded Sep 29, 202611-5057 contacts →

Exact match

“Founded in 1982, The FOCUS Group has served nonprofits for nearly four decades.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchRaleigh, NC, United StatesHQ recorded Sep 29, 202611-5056 contacts →

Exact match

“We help nonprofits amplify their impact to create more good in the world.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchRaleigh, NC, United StatesHQ recorded Sep 29, 202611-5046 contacts →

Exact match

“As nonprofit leaders, you have to stay agile and resilient to remain profitable, sustainable, and ahead-always ensuring that growth equals funding, and that funding equals…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchVero Beach, FL, United StatesHQ recorded Sep 29, 202611-5043 contacts →

Exact match

“Co-founded by Bob Carter and Steve Higgins in 2011, Carter selects its team members from the nation’s most respected nonprofit professionals.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchColumbus, OH, United StatesHQ recorded Sep 29, 202611-5042 contacts →

Exact match

“Serving those who serve the common good.™ Fuel your cause with powerful fundraising, people, and systems.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchBellevue, WA, United StatesHQ recorded Sep 29, 202611-5040 contacts →

Exact match

“Valtas stands for a shift or pivot forward.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchCharlottesville, VA, United StatesHQ recorded Sep 29, 202611-5038 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 · Sep 29, 2026 · View company records in RevenueBase
17Exact matchOverland Park, KS, United StatesHQ recorded Sep 29, 202611-5038 contacts →

Exact match

“DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchDenver, CO, United StatesHQ recorded Sep 29, 202611-5037 contacts →

Exact match

“ZIM Consulting (ZIM) is a woman-owned, Denver-based, full-service consulting firm that specializes in grant management, strategic planning, and fundraising implementation services…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchCincinnati, OH, United StatesHQ recorded Sep 29, 202611-5036 contacts →

Exact match

“Aspiring to maximize the power of giving, Ignite Philanthropy works with private donors and non-profit organizations to leverage their resources and ideas to achieve greater…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchAtlanta, GA, United StatesHQ recorded Sep 29, 202611-5035 contacts →

Exact match

“Convergent, and RDG, a Convergent Company, provides a variety of services to the nonprofit industry, from fundraising to sustainability planning to organizational audits and more.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchPort Washington, NY, United StatesHQ recorded Sep 29, 2026n/a35 contacts →

Exact match

“We are a non-profit fundraising consultancy focused on sustainable growth for all our partners.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchDuluth, GA, United StatesHQ recorded Sep 29, 202611-5034 contacts →

Exact match

“Cornerstone provides an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchFranklin, TN, United StatesHQ recorded Sep 29, 202611-5033 contacts →

Exact match

“Institutions of higher education, independent schools and nonprofits constantly face challenges to raise sufficient funds, develop actionable strategic plans, recruit and engage…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 29, 2026n/a33 contacts →

Exact match

“National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchLancaster, PA, United StatesHQ recorded Sep 29, 202611-5032 contacts →

Exact match

“At Faithward Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 989 nonprofit endowment management consultants based in the United States

See the full list, filter by size, metro and specialty, and access 2,186 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit endowment management consultants based in the United States at a glance

As of Sep 29, 2026
39.3%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
5.5%Largest-city concentration · New York
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
850
11-50
119
51-200
18
201-500
2

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 989 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 management consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 2,186 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 29, 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 management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 989 company matches for nonprofit endowment management consultants 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?

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

Which city has the most nonprofit endowment management consultants?

New York leads with 54 company records, followed by Chicago (38) and Atlanta (26).

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 2,186 professional contacts with verified work emails tracked across these 989 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 29, 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.