Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 4,811 companies tracked

RevenueBase identified 4,811 company matches for nonprofit financial advisors associated with the United States as of September 2026 and tracks 33,358 professional contacts across them, including 12,604 with verified work emails. New York is the largest hub.

This list covers company matches for nonprofit financial 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 September 20, 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 20, 2026 How this list was built

4,811Companies

33,358Contacts tracked

12,604Verified emails

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The 25 largest nonprofit financial advisors based in the United States

Ranked by team size

Top 25 of 4,811 company matches for nonprofit financial advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Your Part-Time Controller, LLC	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	501-1,000	775 contacts →
	Exact match “THE NONPROFIT ACCOUNTING SPECIALISTS.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	573 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Boulay	Exact match	Eden Prairie, MN, United StatesHQ recorded Sep 20, 2026	201-500	308 contacts →
	Exact match “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Capincrouse	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	262 contacts →
	Exact match “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Financial Growth Partners	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	215 contacts →
	Exact match “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Ncheng LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	197 contacts →
	Exact match “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Planmember Financial Corporation	Exact match	Carpinteria, CA, United StatesHQ recorded Sep 20, 2026	51-200	191 contacts →
	Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Peachtree Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	171 contacts →
	Exact match “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	BWF	Exact match	Usa, United StatesHQ recorded Sep 20, 2026	51-200	125 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 20, 2026 · View company records in RevenueBase
16	Strategic Retirement Partners	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 20, 2026	51-200	116 contacts →
	Exact match “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	JFS Wealth Advisors	Exact match	Hermitage, PA, United StatesHQ recorded Sep 20, 2026	51-200	106 contacts →
	Exact match “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Campbell & Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	102 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 20, 2026 · View company records in RevenueBase
19	Hirtle, Callaghan & CO	Exact match	West Conshohocken, PA, United StatesHQ recorded Sep 20, 2026	51-200	101 contacts →
	Exact match “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Heritage Financial Consultants LLC	Exact match	Hunt Valley, MD, United StatesHQ recorded Sep 20, 2026	51-200	101 contacts →
	Exact match “Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Snyder Cohn	Exact match	North Bethesda, MD, United StatesHQ recorded Sep 20, 2026	51-200	100 contacts →
	Exact match “Snyder Cohn is a mid-sized CPA and business advisory firm, founded in 1927 and specializing in serving business owners and executives of businesses and nonprofit organizations in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Smartpro Financial	Exact match	Bradenton, FL, United StatesHQ recorded Sep 20, 2026	51-200	100 contacts →
	Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	ORR Group	Exact match	Washington, DC, United StatesHQ recorded Sep 20, 2026	51-200	99 contacts →
	Exact match “Orr Group was born out of a need for event management and fundraising support in the philanthropic sector.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Foster Group	Exact match	West Des Moines, IA, United StatesHQ recorded Sep 20, 2026	51-200	92 contacts →
	Exact match “Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Canterbury Consulting	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	51-200	91 contacts →
	Exact match “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 20, 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 financial 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 4,811 nonprofit financial advisors based in the United States

See the full list, filter by size, metro and specialty, and access 12,604 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisors based in the United States at a glance

As of Sep 20, 2026

37.8%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

3,838

11-50

782

51-200

146

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 4,811 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 financial 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 12,604 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 20, 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.

Nonprofit financial advisors by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “nonprofit financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisors are there based in the United States?

RevenueBase identified 4,811 company matches for nonprofit financial advisors 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?

TAX & Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit financial advisors?

New York leads with 103 company records, followed by Chicago (73) and Atlanta (62).

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 12,604 professional contacts with verified work emails tracked across these 4,811 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 20, 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.