Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisory companies based in New York, United States
RevenueBase identified 124 company matches for nonprofit financial advisory companies associated with New York, United States as of September 2026 and tracks 3,784 professional contacts across them, including 1,652 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for nonprofit financial advisory companies associated with New York, 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 25 largest nonprofit financial advisory companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 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 | |||||
| 3 | 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 | |||||
| 4 | 88 contacts → | ||||
Exact match “Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 72 contacts → | ||||
Exact match “Kiwi Partners delivers exceptional Accounting, Consulting Services, and HR services to the nonprofit community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 40 contacts → | ||||
Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 33 contacts → | ||||
Exact match “National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 24 contacts → | ||||
Exact match “Founded in 1996, Wingo is a fundraising and design consulting firm for social, cultural and environmental change.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Established in 2022 by industry veteran Carlos Norena, Plus Accounting Services is a beacon of commitment to the nonprofit sector.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Since 1986 Perry Davis Associates, Inc (PDA) has been providing outstanding services to non-profits both within the US and internationally.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Our mission is simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “With over 50 years of collective professional fundraising experience, we enable social impact leaders to secure the resources they need to implement their vision and achieve…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “We play a pivotal role in our clients' financial lives, providing advice, planning and access to a network of professional across the spectrum of financial disciplines” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “NPFM provides small and mid-sized nonprofit organizations with the proper guidance and support to build a stable, secure, and diversified financial foundation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Paxton Financial Services is an independent financial planning firm providing access to institutional-level investment strategies through a personalized, planning-led approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Provides accounting & consulting services to nonprofits of all sizes with an emphasis on developing effective fiscal management tools, and operating above nonprofit industry…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “BBH Advisory is a seasoned team of professionals with deep accounting, tax, and finance expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Endurance Wealth Partners is a boutique Financial Planning Services Firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Step Two Advisors is a financial advisory firm specialized in CPG early stage startups.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “The Paragon Strategic Insights’ (PSI) team has over 50 years of experience, driving strategic direction to fulfill organizations’ missions.” 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 124 nonprofit financial advisory companies based in New York, United States
See the full list, filter by size, metro and specialty, and access 1,652 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit financial advisory companies based in New York, 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 124 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 New York, 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 1,652 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 in the United States
- Nonprofit financial advisory companies in Chicago83
- Nonprofit financial advisory companies in Atlanta72
- Nonprofit financial advisory companies in Houston66
- Nonprofit financial advisory companies in Dallas55
- Nonprofit financial advisory companies in Denver55
- Nonprofit financial advisory companies in Los Angeles53
- Nonprofit financial advisory companies in Austin48
- Nonprofit financial advisory companies in Charlotte46
- Nonprofit financial advisory companies in San Diego45
- Nonprofit financial advisory companies in Phoenix44
- Nonprofit financial advisory companies in San Francisco41
- Nonprofit financial advisory companies in Washington38
- Nonprofit financial advisory companies in Boston37
- Nonprofit financial advisory companies in Portland36
- Nonprofit financial advisory companies in Indianapolis33
- Nonprofit financial advisory companies in Tampa32
- Nonprofit financial advisory companies in Seattle31
- Nonprofit financial advisory companies in Scottsdale28
- Nonprofit financial advisory companies in Cincinnati27
- Nonprofit financial advisory companies in Miami27
- Nonprofit financial advisory companies in Philadelphia27
- Nonprofit financial advisory companies in Rochester27
- Nonprofit financial advisory companies in Minneapolis26
- Nonprofit financial advisory companies in Pittsburgh25
- Nonprofit financial advisory companies in Raleigh25
- Nonprofit financial advisory companies in Tucson25
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 New York, United States?
RevenueBase identified 124 company matches for nonprofit financial advisory companies associated with New York, 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 in the United States has the most nonprofit financial advisory companies?
New York leads the United States with 124 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 1,652 professional contacts with verified work emails tracked across these 124 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 124 nonprofit financial advisory companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit financial advisory companies by geography
- Nonprofit financial advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States
- Nonprofit financial advisory companies based in Cincinnati, United States
- Nonprofit financial advisory companies based in Dallas, United States
- Nonprofit financial advisory companies based in Denver, United States
- Nonprofit financial advisory companies based in Houston, United States
- Nonprofit financial advisory companies based in Indianapolis, United States
- Nonprofit financial advisory companies 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.
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Company intelligence · public preview
Top 25 nonprofit financial advisory companies based in New York, 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 124 matching company records for nonprofit financial advisory companies based in New York, United States, with 3,784 tracked contacts and 1,652 verified work emails.
This public preview shows 25 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 25 nonprofit financial advisory companies based in New York, 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 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ncheng LLPncheng.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 197 contacts → |
“As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BTQ Financialbtqfinancial.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 88 contacts → |
“Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Kiwi Partnerskiwipartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“Kiwi Partners delivers exceptional Accounting, Consulting Services, and HR services to the nonprofit community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Capital Management Groupcmgnewyork.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  National Executive Service Corpsnesc.orgHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 33 contacts → |
“National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wingo NYCwingo.nycHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 1996, Wingo is a fundraising and design consulting firm for social, cultural and environmental change.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Financial GYM Advisorsfinancialgym.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Plus Accounting Servicesplusaccountingservices.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Established in 2022 by industry veteran Carlos Norena, Plus Accounting Services is a beacon of commitment to the nonprofit sector.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Perry Davis Associatesperrydavis.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“Since 1986 Perry Davis Associates, Inc (PDA) has been providing outstanding services to non-profits both within the US and internationally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Phoenixfire Strategic Consultingphoenixfiresc.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 11 contacts → |
“Our mission is simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hudson Ferrishudsonferris.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“With over 50 years of collective professional fundraising experience, we enable social impact leaders to secure the resources they need to implement their vision and achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hoffman Mulliganhoffmull.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“We play a pivotal role in our clients' financial lives, providing advice, planning and access to a network of professional across the spectrum of financial disciplines” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blackdiamond Wealthblackdiamondwealth.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Brix Partnersbrixpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Nonprofit Fiscal Managementnpfm.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“NPFM provides small and mid-sized nonprofit organizations with the proper guidance and support to build a stable, secure, and diversified financial foundation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Peller And Company, LLCpellerandcompany.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Vital Planning Groupvitalplanning.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paxton Financial Servicespaxtonfs.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Paxton Financial Services is an independent financial planning firm providing access to institutional-level investment strategies through a personalized, planning-led approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Provides accounting & consulting services to nonprofits of all sizes with an emphasis on developing effective fiscal management tools, and operating above nonprofit industry…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BBH Advisorybbhadvisory.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“BBH Advisory is a seasoned team of professionals with deep accounting, tax, and finance expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Endurance Wealth Partnersendurancewealthpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 3 contacts → |
“Endurance Wealth Partners is a boutique Financial Planning Services Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Step TWO Advisorssteptwoadvisors.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 3 contacts → |
“Step Two Advisors is a financial advisory firm specialized in CPG early stage startups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Paragon Strategic Insightsparagonstrategicinsights.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“The Paragon Strategic Insights’ (PSI) team has over 50 years of experience, driving strategic direction to fulfill organizations’ missions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
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Nonprofit financial advisory companies: 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
124 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 124 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 advisory companies by metro in the United States
- Nonprofit financial advisory companies in Chicago83
- Nonprofit financial advisory companies in Atlanta72
- Nonprofit financial advisory companies in Houston66
- Nonprofit financial advisory companies in Dallas55
- Nonprofit financial advisory companies in Denver55
- Nonprofit financial advisory companies in Los Angeles53
- Nonprofit financial advisory companies in Austin48
- Nonprofit financial advisory companies in Charlotte46
- Nonprofit financial advisory companies in San Diego45
- Nonprofit financial advisory companies in Phoenix44
- Nonprofit financial advisory companies in San Francisco41
- Nonprofit financial advisory companies in Washington38
- Nonprofit financial advisory companies in Boston37
- Nonprofit financial advisory companies in Portland36
- Nonprofit financial advisory companies in Indianapolis33
- Nonprofit financial advisory companies in Tampa32
- Nonprofit financial advisory companies in Seattle31
- Nonprofit financial advisory companies in Scottsdale28
- Nonprofit financial advisory companies in Cincinnati27
- Nonprofit financial advisory companies in Miami27
- Nonprofit financial advisory companies in Philadelphia27
- Nonprofit financial advisory companies in Rochester27
- Nonprofit financial advisory companies in Minneapolis26
- Nonprofit financial advisory companies in Pittsburgh25
- Nonprofit financial advisory companies in Raleigh25
- Nonprofit financial advisory companies in Tucson25
Questions about this company list
What does Exact match mean for nonprofit financial advisory companies?
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 advisory companies did RevenueBase find based in New York, United States?
The saved snapshot records 124 matching company records, 3,784 tracked contacts and 1,652 verified emails. The public preview displays 25 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 advisory companies by geography
- Nonprofit financial advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States
- Nonprofit financial advisory companies based in Cincinnati, United States
- Nonprofit financial advisory companies based in Dallas, United States
- Nonprofit financial advisory companies based in Denver, United States
- Nonprofit financial advisory companies based in Houston, United States
- Nonprofit financial advisory companies based in Indianapolis, United States
- Nonprofit financial advisory companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisory companies based in New York, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisory-companies/united-states/new-york.
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 advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States
Company intelligence · public preview
Top 25 nonprofit financial advisory companies based in New York, United States
RevenueBase records 124 matching company records for nonprofit financial advisory companies based in New York, United States, with 3,784 tracked contacts and 1,652 verified work emails.
This public preview shows 25 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 25 nonprofit financial advisory companies based in New York, 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 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ncheng LLPncheng.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 197 contacts → |
“As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BTQ Financialbtqfinancial.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 88 contacts → |
“Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kiwi Partnerskiwipartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“Kiwi Partners delivers exceptional Accounting, Consulting Services, and HR services to the nonprofit community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Capital Management Groupcmgnewyork.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | National Executive Service Corpsnesc.org HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 33 contacts → |
“National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wingo NYCwingo.nyc HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 1996, Wingo is a fundraising and design consulting firm for social, cultural and environmental change.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Financial GYM Advisorsfinancialgym.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Plus Accounting Servicesplusaccountingservices.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Established in 2022 by industry veteran Carlos Norena, Plus Accounting Services is a beacon of commitment to the nonprofit sector.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Perry Davis Associatesperrydavis.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“Since 1986 Perry Davis Associates, Inc (PDA) has been providing outstanding services to non-profits both within the US and internationally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Phoenixfire Strategic Consultingphoenixfiresc.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 11 contacts → |
“Our mission is simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hudson Ferrishudsonferris.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“With over 50 years of collective professional fundraising experience, we enable social impact leaders to secure the resources they need to implement their vision and achieve…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hoffman Mulliganhoffmull.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“We play a pivotal role in our clients' financial lives, providing advice, planning and access to a network of professional across the spectrum of financial disciplines” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blackdiamond Wealthblackdiamondwealth.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Brix Partnersbrixpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Nonprofit Fiscal Managementnpfm.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“NPFM provides small and mid-sized nonprofit organizations with the proper guidance and support to build a stable, secure, and diversified financial foundation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Peller And Company, LLCpellerandcompany.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Vital Planning Groupvitalplanning.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paxton Financial Servicespaxtonfs.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Paxton Financial Services is an independent financial planning firm providing access to institutional-level investment strategies through a personalized, planning-led approach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Provides accounting & consulting services to nonprofits of all sizes with an emphasis on developing effective fiscal management tools, and operating above nonprofit industry…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BBH Advisorybbhadvisory.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“BBH Advisory is a seasoned team of professionals with deep accounting, tax, and finance expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Endurance Wealth Partnersendurancewealthpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 3 contacts → |
“Endurance Wealth Partners is a boutique Financial Planning Services Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Step TWO Advisorssteptwoadvisors.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 3 contacts → |
“Step Two Advisors is a financial advisory firm specialized in CPG early stage startups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Paragon Strategic Insightsparagonstrategicinsights.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“The Paragon Strategic Insights’ (PSI) team has over 50 years of experience, driving strategic direction to fulfill organizations’ missions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 124 company matches
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Nonprofit financial advisory companies: 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
124 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 124 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 advisory companies by metro in the United States
- Nonprofit financial advisory companies in Chicago83
- Nonprofit financial advisory companies in Atlanta72
- Nonprofit financial advisory companies in Houston66
- Nonprofit financial advisory companies in Dallas55
- Nonprofit financial advisory companies in Denver55
- Nonprofit financial advisory companies in Los Angeles53
- Nonprofit financial advisory companies in Austin48
- Nonprofit financial advisory companies in Charlotte46
- Nonprofit financial advisory companies in San Diego45
- Nonprofit financial advisory companies in Phoenix44
- Nonprofit financial advisory companies in San Francisco41
- Nonprofit financial advisory companies in Washington38
- Nonprofit financial advisory companies in Boston37
- Nonprofit financial advisory companies in Portland36
- Nonprofit financial advisory companies in Indianapolis33
- Nonprofit financial advisory companies in Tampa32
- Nonprofit financial advisory companies in Seattle31
- Nonprofit financial advisory companies in Scottsdale28
- Nonprofit financial advisory companies in Cincinnati27
- Nonprofit financial advisory companies in Miami27
- Nonprofit financial advisory companies in Philadelphia27
- Nonprofit financial advisory companies in Rochester27
- Nonprofit financial advisory companies in Minneapolis26
- Nonprofit financial advisory companies in Pittsburgh25
- Nonprofit financial advisory companies in Raleigh25
- Nonprofit financial advisory companies in Tucson25
Questions about this company list
What does Exact match mean for nonprofit financial advisory companies?
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 advisory companies did RevenueBase find based in New York, United States?
The saved snapshot records 124 matching company records, 3,784 tracked contacts and 1,652 verified emails. The public preview displays 25 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
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Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisory companies based in New York, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisory-companies/united-states/new-york.
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 advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States