Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in the United States

RevenueBase identified 5,479 nonprofit financial advisory companies headquartered in 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 nonprofit financial advisory companies 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
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 nonprofit financial advisory companies 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 advisory companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 20261,001-5,0001,491 contacts →

Partial evidence

“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 20, 2026n/a810 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
3Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 20, 2026501-1,000775 contacts →

Partial evidence

“THE NONPROFIT ACCOUNTING SPECIALISTS.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceTorrance, CA, United StatesHQ checked Sep 20, 2026501-1,000573 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
5Partial evidenceStafford, TX, United StatesHQ checked Sep 20, 2026201-500533 contacts →

Partial evidence

“Money Management International (MMI) is changing the way financial challenges are solved.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 2026201-500449 contacts →

Indirect evidence

“At GHJ, we go beyond numbers.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceFarmington Hills, MI, United StatesHQ checked Sep 20, 2026201-500394 contacts →

Strong evidence

“GreenPath is a national nonprofit that supports people's lifelong financial wellness.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 2026201-500330 contacts →

Indirect evidence

“Consumer Credit Counseling Service of Greater Atlanta is a national non-profit agency with a local name.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200310 contacts →

Strong evidence

“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceEden Prairie, MN, United StatesHQ checked Sep 20, 2026201-500308 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
11Indirect evidenceLenexa, KS, United StatesHQ checked Sep 20, 2026201-500280 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
12Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 20, 202651-200263 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
13Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 20, 202651-200262 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
14Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 2026201-500239 contacts →

Indirect evidence

“B.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceHunt Valley, MD, United StatesHQ checked Sep 20, 202651-200215 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
16Indirect evidenceFremont, CA, United StatesHQ checked Sep 20, 2026201-500200 contacts →

Indirect evidence

“myStartUpCFO brings you all the CFO you’ll need.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200197 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
18Partial evidenceCarpinteria, CA, United StatesHQ checked Sep 20, 202651-200191 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
19Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200171 contacts →

Partial evidence

“Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceWashington, DC, United StatesHQ checked Sep 20, 202651-200170 contacts →

Strong evidence

“Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200162 contacts →

Strong evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceIrvine, CA, United StatesHQ checked Sep 20, 202651-200162 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
23Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202651-200159 contacts →

Partial evidence

“At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceDubuque, IA, United StatesHQ checked Sep 20, 202651-200135 contacts →

Partial evidence

Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceWarwick, RI, United StatesHQ checked Sep 20, 202651-200127 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 5,479 nonprofit financial advisory companies based in the United States

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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
33
501-1,000
9
1,001-5,000
3
5,001-10,000
1
10001+
8

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

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 advisory companies, 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 advisory companies”. 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 advisory companies), 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 advisory companies, 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, 15,925 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.

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 advisory companies, 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 advisory companies are there based in the United States?

RevenueBase identified 5,479 nonprofit financial advisory companies 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?

Cerity Partners, headquartered in New York, tops this list with the largest team on record.

Which city has the most nonprofit financial advisory companies?

New York leads with 124 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 15,925 verified decision-maker contacts tracked across these 5,479 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.