Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 124 companies tracked

RevenueBase identified 124 nonprofit financial advisory companies headquartered in New York, United States as of September 2026 and tracks 3,784 professional contacts across them, including 1,652 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisory companies headquartered in New York, 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

124Companies

3,784Contacts tracked

1,652Verified emails

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

Ranked by team size

Top 25 of 124 nonprofit financial advisory companies based in New York, 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	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,491 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
2	Geller	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	310 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
3	Ncheng LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	197 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
4	BTQ Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	88 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
5	Kiwi Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	72 contacts →
	Partial evidence “Kiwi Partners delivers exceptional Accounting, Consulting Services, and HR services to the nonprofit community.” Source: RevenueBase Database · checked Sep 20, 2026
6	Capital Management Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Partial evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 20, 2026
7	National Executive Service Corps	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	33 contacts →
	Strong evidence “National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” Source: RevenueBase Database · checked Sep 20, 2026
8	Wingo NYC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	24 contacts →
	Indirect evidence “Founded in 1996, Wingo is a fundraising and design consulting firm for social, cultural and environmental change.” Source: RevenueBase Database · checked Sep 20, 2026
9	Financial GYM Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
10	Plus Accounting Services	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Established in 2022 by industry veteran Carlos Norena, Plus Accounting Services is a beacon of commitment to the nonprofit sector.” Source: RevenueBase Database · checked Sep 20, 2026
11	Perry Davis Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Since 1986 Perry Davis Associates, Inc (PDA) has been providing outstanding services to non-profits both within the US and internationally.” Source: RevenueBase Database · checked Sep 20, 2026
12	Phoenixfire Strategic Consulting	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Our mission is simple.” Source: RevenueBase Database · checked Sep 20, 2026
13	Hudson Ferris	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
14	Hoffman Mulligan	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “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” Source: RevenueBase Database · checked Sep 20, 2026
15	Blackdiamond Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
16	Brix Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
17	Nonprofit Fiscal Management	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Strong evidence “NPFM provides small and mid-sized nonprofit organizations with the proper guidance and support to build a stable, secure, and diversified financial foundation.” Source: RevenueBase Database · checked Sep 20, 2026
18	Peller And Company, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Vital Planning Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Source: RevenueBase Database · checked Sep 20, 2026
20	Paxton Financial Services	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Paxton Financial Services is an independent financial planning firm providing access to institutional-level investment strategies through a personalized, planning-led approach.” Source: RevenueBase Database · checked Sep 20, 2026
21	DLR Consulting LLC DBA Delarosa Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Provides accounting & consulting services to nonprofits of all sizes with an emphasis on developing effective fiscal management tools, and operating above nonprofit industry…” Source: RevenueBase Database · checked Sep 20, 2026
22	BBH Advisory	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “BBH Advisory is a seasoned team of professionals with deep accounting, tax, and finance expertise.” Source: RevenueBase Database · checked Sep 20, 2026
23	Endurance Wealth Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “Endurance Wealth Partners is a boutique Financial Planning Services Firm.” Source: RevenueBase Database · checked Sep 20, 2026
24	Step TWO Advisors	Strong evidence	New York, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Step Two Advisors is a financial advisory firm specialized in CPG early stage startups.” Source: RevenueBase Database · checked Sep 20, 2026
25	Paragon Strategic Insights	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “The Paragon Strategic Insights’ (PSI) team has over 50 years of experience, driving strategic direction to fulfill organizations’ missions.” 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 124 nonprofit financial advisory companies based in New York, United States

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

As of Sep 20, 2026

43.7%Verified-email coverage

30.5Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

5,001-10,000

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

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 New York, 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 New York 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, 1,652 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 New York, United States?

RevenueBase identified 124 nonprofit financial advisory companies headquartered in New York, 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 1,652 verified decision-maker contacts tracked across these 124 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.