Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in the United States

Name: Nonprofit financial advisory companies 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 5,479 companies tracked

RevenueBase identified 5,479 company matches for nonprofit financial advisory companies associated with the United States as of September 2026 and tracks 41,872 professional contacts across them, including 15,925 with verified work emails. New York is the largest hub.

This list covers company matches for nonprofit financial advisory companies 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

5,479Companies

41,872Contacts tracked

15,925Verified emails

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The 25 largest nonprofit financial advisory companies based in the United States

Ranked by team size

Top 25 of 5,479 company matches for nonprofit financial advisory companies 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	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	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
3	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
4	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
5	Money Management International MMI	Exact match	Stafford, TX, United StatesHQ recorded Sep 20, 2026	201-500	533 contacts →
	Exact match “Money Management International (MMI) is changing the way financial challenges are solved.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	GHJ	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	449 contacts →
	Exact match “At GHJ, we go beyond numbers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Greenpath Financial Wellness	Exact match	Farmington Hills, MI, United StatesHQ recorded Sep 20, 2026	201-500	394 contacts →
	Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Consumer Credit Counseling Service Clearpoint Credit Counseling Solutions	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	201-500	330 contacts →
	Exact match “Consumer Credit Counseling Service of Greater Atlanta is a national non-profit agency with a local name.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	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
11	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
12	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
13	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
14	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
15	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
16	Mystartupcfo	Exact match	Fremont, CA, United StatesHQ recorded Sep 20, 2026	201-500	200 contacts →
	Exact match “myStartUpCFO brings you all the CFO you’ll need.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	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
18	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
19	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
20	Global Impact	Exact match	Washington, DC, United StatesHQ recorded Sep 20, 2026	51-200	170 contacts →
	Exact match “Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	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
22	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
23	Hungerford	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 20, 2026	51-200	159 contacts →
	Exact match “At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Avantax Planning Partners	Exact match	Dubuque, IA, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Disanto, Priest & CO	Exact match	Warwick, RI, United StatesHQ recorded Sep 20, 2026	51-200	127 contacts →
	Exact match Recorded description not available. 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 advisory companies”. 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 5,479 nonprofit financial advisory companies based in the United States

See the full list, filter by size, metro and specialty, and access 15,925 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisory companies based in the United States at a glance

As of Sep 20, 2026

38.0%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

4,336

11-50

910

51-200

170

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 5,479 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 advisory companies” 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 15,925 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 advisory companies 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 advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 5,479 company matches for nonprofit financial advisory companies 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?

Cerity Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit financial advisory companies?

New York leads with 126 company records, followed by Chicago (83) and Atlanta (72).

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 15,925 professional contacts with verified work emails tracked across these 5,479 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.