Company lists · Data refreshed September 2026
Top 11 Nonprofit financial advisors based in San Francisco, United States
RevenueBase identified 35 company matches for nonprofit financial advisors associated with San Francisco, United States as of September 2026 and tracks 182 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (101 companies); San Francisco has 35.
This list covers company matches for nonprofit financial advisors associated with San Francisco, 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.
The 11 largest nonprofit financial advisors based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68 contacts → | ||||
Exact match “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 19 contacts → | ||||
Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 10 contacts → | ||||
Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 7 contacts → | ||||
Exact match “Vanreusel Ventures works with both US based For Profit and Nonprofit organizations operating internationally with a focus on the impact in tech, space and healthcare sectors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 5 contacts → | ||||
Exact match “We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 2 contacts → | ||||
Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 1 contacts → | ||||
Exact match “We help you achieve financial well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 1 contacts → | ||||
Exact match “Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 1 contacts → | ||||
Exact match “Benningfield Financial Advisors, LLC is an independent, fee-only financial advisory firm based in San Francisco.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “Sutro Advisors is a San Francisco financial planning firm built for Bay Area families.” 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 11 of 35 nonprofit financial advisors based in San Francisco, United States
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Nonprofit financial advisors based in San Francisco, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 35 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 San Francisco, 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 72 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 in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Dallas44
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
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 San Francisco, United States?
RevenueBase identified 35 company matches for nonprofit financial advisors associated with San Francisco, 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?
Sutro LI tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most nonprofit financial advisors?
New York leads the United States with 101 company records, followed by Chicago (73) and Atlanta (62). San Francisco has 35.
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 72 professional contacts with verified work emails tracked across these 35 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.
Ready to reach these companies? Verified emails and direct dials for all 35 nonprofit financial advisors based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit financial advisors by geography
- Nonprofit financial advisors based in Mumbai, India
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- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
- Nonprofit financial advisors based in Cincinnati, United States
- Nonprofit financial advisors based in Dallas, United States
- Nonprofit financial advisors based in Denver, United States
- Nonprofit financial advisors based in Houston, United States
- Nonprofit financial advisors based in Indianapolis, United States
- Nonprofit financial advisors based in Los Angeles, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
Company intelligence · public preview
Top 11 nonprofit financial advisors based in San Francisco, 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 35 matching company records for nonprofit financial advisors based in San Francisco, United States, with 182 tracked contacts and 72 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 11 nonprofit financial advisors based in San Francisco, 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 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 68 contacts → |
“Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 19 contacts → |
“Life-changing financial advice for Northern California business owners and leaders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Vanreusel Ventures works with both US based For Profit and Nonprofit organizations operating internationally with a focus on the impact in tech, space and healthcare sectors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fairlight Advisorsfairlightadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prospettiva Financialprospettivafinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OUI Financialouifinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“OUI means "Yes" in French, as in Yes to financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trigofitrigofi.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“We help you achieve financial well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Communitas Financial Planningcommunitasfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Benningfield Financial Advisors, LLCbenningfieldadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Benningfield Financial Advisors, LLC is an independent, fee-only financial advisory firm based in San Francisco.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sutro Advisorssutroadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Sutro Advisors is a San Francisco financial planning firm built for Bay Area families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 35 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Nonprofit financial advisors: dataset insights
September 20, 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
35 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 35 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: September 20, 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 ↗
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Dallas44
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
Questions about this company list
What does Exact match mean for nonprofit financial 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 financial advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 35 matching company records, 182 tracked contacts and 72 verified emails. The public preview displays 11 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: September 20, 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
Nonprofit financial advisors by geography
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
- Nonprofit financial advisors based in Cincinnati, United States
- Nonprofit financial advisors based in Dallas, United States
- Nonprofit financial advisors based in Denver, United States
- Nonprofit financial advisors based in Houston, United States
- Nonprofit financial advisors based in Indianapolis, United States
- Nonprofit financial advisors based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 11 nonprofit financial advisors based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/united-states/san-francisco.
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
- Nonprofit financial advisors based in Mumbai, India
- Nonprofit financial advisors based in Atlanta, United States
- Nonprofit financial advisors based in Austin, United States
- Nonprofit financial advisors based in Boston, United States
- Nonprofit financial advisors based in Charlotte, United States
- Nonprofit financial advisors based in Chicago, United States
Company intelligence · public preview
Top 11 nonprofit financial advisors based in San Francisco, United States
RevenueBase records 35 matching company records for nonprofit financial advisors based in San Francisco, United States, with 182 tracked contacts and 72 verified work emails.
This public preview shows 11 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 11 nonprofit financial advisors based in San Francisco, 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 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 68 contacts → |
“Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 19 contacts → |
“Life-changing financial advice for Northern California business owners and leaders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Vanreusel Ventures works with both US based For Profit and Nonprofit organizations operating internationally with a focus on the impact in tech, space and healthcare sectors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fairlight Advisorsfairlightadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Prospettiva Financialprospettivafinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OUI Financialouifinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“OUI means "Yes" in French, as in Yes to financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trigofitrigofi.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“We help you achieve financial well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Communitas Financial Planningcommunitasfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Benningfield Financial Advisors, LLCbenningfieldadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Benningfield Financial Advisors, LLC is an independent, fee-only financial advisory firm based in San Francisco.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sutro Advisorssutroadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Sutro Advisors is a San Francisco financial planning firm built for Bay Area families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 35 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Nonprofit financial advisors: dataset insights
September 20, 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
35 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 35 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: September 20, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Dallas44
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
Questions about this company list
What does Exact match mean for nonprofit financial 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 financial advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 35 matching company records, 182 tracked contacts and 72 verified emails. The public preview displays 11 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: September 20, 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
Nonprofit financial advisors by geography
- Nonprofit financial advisors based in Mumbai, India
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- Nonprofit financial advisors based in Boston, United States
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Cite this list
RevenueBase Data Team. Top 11 nonprofit financial advisors based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisors/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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