Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in Chicago, United States

Name: Nonprofit financial advisory companies based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 83 companies tracked

RevenueBase identified 83 nonprofit financial advisory companies headquartered in Chicago, United States as of September 2026 and tracks 381 professional contacts across them, including 154 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisory companies headquartered in Chicago, 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

83Companies

381Contacts tracked

154Verified emails

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The 25 largest nonprofit financial advisory companies based in Chicago, United States

Ranked by team size

Top 25 of 83 nonprofit financial advisory companies based in Chicago, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	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
2	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 20, 2026
3	Juniper Advisory	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Juniper Advisory is a specialized, independent investment banking firm focused exclusively on providing not-for-profit organizations with advice related to partnerships…” Source: RevenueBase Database · checked Sep 20, 2026
4	Keebeck Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Source: RevenueBase Database · checked Sep 20, 2026
5	Urban Financial Advisory Corporation	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 20, 2026
6	Morales Consulting	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Morales Consulting specializes in human resources, philanthropic strategies/grantmaking and strategic planning.” Source: RevenueBase Database · checked Sep 20, 2026
7	Iris Krieg And Associates, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Iris Krieg & Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
8	The Change Advisory Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 20, 2026
9	The Advisoryone Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “Clients who benefit the most from our services understand something very important about their time and their money: to lead a more productive life with financial confidence, it…” Source: RevenueBase Database · checked Sep 20, 2026
10	Impact Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals.” Source: RevenueBase Database · checked Sep 20, 2026
11	First Capital Financial Concepts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “First Capital Financial Concepts was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
12	Longhouse Capital Advisors, LLC	Strong evidence	Chicago, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Longhouse Capital Advisors, LLC is a national financial advisory firm headquartered in Chicago with a southwestern regional office in Tucson.” Source: RevenueBase Database · checked Sep 20, 2026
13	Prosper Strategies	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Prosper Strategies is a strategic advisory firm committed to helping nonprofits increase their impact through strategy.” Source: RevenueBase Database · checked Sep 20, 2026
14	Park Piedmont Advisors, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Source: RevenueBase Database · checked Sep 20, 2026
15	Grant Park Group, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Whether funding higher education, fighting climate change, or helping the disadvantaged build new lives, nonprofits have an obligation to seek new and more effective approaches to…” Source: RevenueBase Database · checked Sep 20, 2026
16	Black & Essington Solutions, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
17	Milestone Money	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Life is full of financial milestones.” Source: RevenueBase Database · checked Sep 20, 2026
18	Cogent Strategic Wealth	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We offer solutions for successful professionals to capture your stellar earnings, build durable wealth, and enable you to live your definition of success through Cogent’s Design \|…” Source: RevenueBase Database · checked Sep 20, 2026
19	1102 Partners, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “What began as a family office has grown into a full-service RIA offering clients the same personal service and custom financial solutions we give our own family.” Source: RevenueBase Database · checked Sep 20, 2026
20	Asher Partners	Partial evidence	Chicago, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Asher Partners is a boutique consulting firm that collaborates with nonprofit organizations, foundations and individuals to advance their distinctive philanthropic missions.” Source: RevenueBase Database · checked Sep 20, 2026
21	Dignissim Accounting LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Your nonprofit deserves CFO-level guidance, without the cost of a full-time hire.” Source: RevenueBase Database · checked Sep 20, 2026
22	TJ Marie Consulting	Partial evidence	Chicago, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We exist to help propel the work of our nonprofit clients.” Source: RevenueBase Database · checked Sep 20, 2026
23	Orba Wealth Advisors, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of…” Source: RevenueBase Database · checked Sep 20, 2026
24	AD Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Partial evidence “Preserving nonprofit real estate through advice and counsel” Source: RevenueBase Database · checked Sep 20, 2026
25	Hill Financial Solutions LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Hill Financial Solutions, LLC is a Minority-Owned, Woman-Owned tax advisory and financial services firm based in Frankfort, IL.” 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 advisory companies. 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 advisory companies.
Partial evidence: Its own public description names part of nonprofit financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisory companies. 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 83 nonprofit financial advisory companies based in Chicago, United States

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Nonprofit financial advisory companies based in Chicago, United States at a glance

As of Sep 20, 2026

40.4%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

149.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 83 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 Chicago, 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 Chicago 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, 154 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 advisory companies by metro in the United States

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 Chicago, United States?

RevenueBase identified 83 nonprofit financial advisory companies headquartered in Chicago, 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?

Campbell & Company, headquartered in Chicago, 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 154 verified decision-maker contacts tracked across these 83 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.