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 nonprofit financial advisors headquartered in 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 nonprofit financial advisors headquartered in the 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 20, 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 20, 2026 86% judged on-target in blind review

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 nonprofit financial advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: 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	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 20, 2026
2	Your Part-Time Controller, LLC	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 20, 2026	501-1,000	775 contacts →
	Partial evidence “THE NONPROFIT ACCOUNTING SPECIALISTS.” Source: RevenueBase Database · checked Sep 20, 2026
3	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 20, 2026	501-1,000	573 contacts →
	Strong evidence “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).” Source: RevenueBase Database · checked Sep 20, 2026
4	Boulay	Indirect evidence	Eden Prairie, MN, United StatesHQ checked Sep 20, 2026	201-500	308 contacts →
	Indirect evidence “We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.” Source: RevenueBase Database · checked Sep 20, 2026
5	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 20, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026
6	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 20, 2026	51-200	263 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
7	Capincrouse	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	262 contacts →
	Strong evidence “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Source: RevenueBase Database · checked Sep 20, 2026
8	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 20, 2026
9	Financial Growth Partners	Partial evidence	Hunt Valley, MD, United StatesHQ checked Sep 20, 2026	51-200	215 contacts →
	Partial evidence “Financial Growth Partners is a financial planning firm helping professionals, families, & business owners create clarity around their financial future through personalized…” Source: RevenueBase Database · checked Sep 20, 2026
10	Ncheng LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	197 contacts →
	Strong evidence “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Source: RevenueBase Database · checked Sep 20, 2026
11	Planmember Financial Corporation	Partial evidence	Carpinteria, CA, United StatesHQ checked Sep 20, 2026	51-200	191 contacts →
	Partial evidence “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Source: RevenueBase Database · checked Sep 20, 2026
12	Peachtree Planning	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	171 contacts →
	Partial evidence “Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
13	ALM First	Strong evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Strong evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
14	Trilogy Financial	Partial evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Partial evidence “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
15	BWF	Partial evidence	Usa, United StatesHQ checked Sep 20, 2026	51-200	125 contacts →
	Partial evidence “BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Source: RevenueBase Database · checked Sep 20, 2026
16	Strategic Retirement Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 20, 2026
17	JFS Wealth Advisors	Strong evidence	Hermitage, PA, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Strong evidence “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Source: RevenueBase Database · checked Sep 20, 2026
18	Campbell & Company	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	51-200	102 contacts →
	Partial evidence “Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.” Source: RevenueBase Database · checked Sep 20, 2026
19	Hirtle, Callaghan & CO	Indirect evidence	West Conshohocken, PA, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Indirect evidence “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Source: RevenueBase Database · checked Sep 20, 2026
20	Heritage Financial Consultants LLC	Partial evidence	Hunt Valley, MD, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Partial evidence “Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
21	Snyder Cohn	Strong evidence	North Bethesda, MD, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
22	Smartpro Financial	Partial evidence	Bradenton, FL, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Partial evidence “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!” Source: RevenueBase Database · checked Sep 20, 2026
23	ORR Group	Indirect evidence	Washington, DC, United StatesHQ checked Sep 20, 2026	51-200	99 contacts →
	Indirect evidence “Orr Group was born out of a need for event management and fundraising support in the philanthropic sector.” Source: RevenueBase Database · checked Sep 20, 2026
24	Foster Group	Indirect evidence	West Des Moines, IA, United StatesHQ checked Sep 20, 2026	51-200	92 contacts →
	Indirect evidence “Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®.” Source: RevenueBase Database · checked Sep 20, 2026
25	Canterbury Consulting	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Partial evidence “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 20, 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: nonprofit financial advisors. 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 nonprofit financial advisors.
Partial evidence: Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisors. 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 4,811 nonprofit financial advisors based in the United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit financial advisors, 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 the United States whose own description of what they do matches “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, and records with no verified work email. Companies headquartered outside United States 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, 12,604 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 20, 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.

Nonprofit financial advisors by metro

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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in the United States?

RevenueBase identified 4,811 nonprofit financial advisors headquartered in the 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?

TAX & Financial Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

New York leads with 101 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 12,604 verified decision-maker contacts tracked across these 4,811 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 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 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.