Company lists · Data refreshed September 2026
Top 20 Nonprofit financial advisory companies based in Phoenix, United States
RevenueBase identified 44 nonprofit financial advisory companies headquartered in Phoenix, United States as of September 2026 and tracks 220 professional contacts across them, including 65 with verified work emails. New York is the largest hub.
This list covers nonprofit financial advisory companies headquartered in Phoenix, 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.
The 20 largest nonprofit financial advisory companies based in Phoenix, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Indirect evidence “You’ve worked hard your entire life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 8 contacts → | ||||
Strong evidence “At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 6 contacts → | ||||
Partial evidence “Fractional CFO services, tax Plans, tax credit recovery, financial Coaching, partnership advisement and dissociations, business mediation, and CPA-led business evaluations &…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 contacts → | ||||
Partial evidence “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 contacts → | ||||
Strong evidence “Local Certified Public Accounting firm supporting non profit and for profit organizations in the areas of accounting, financial management, financial advisory, tax and fiscal…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Partial evidence “We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Our focus is helping clients with retirement planning, savings, debt management, protecting and legacy planning by providing high value with no cost to sit with us.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “We offer creative solutions and tax-smart strategies to help you give more efficiently, to wisely steward your resources, and to make the biggest possible impact in the areas of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Strong evidence “Take Charge America is a nonprofit financial counseling agency that has helped more than 2 million people nationwide transform their financial outlooks with one-on-one guidance to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “At Axiom Wealth Solutions, our ethos centers on the principle that financial success is deeply intertwined with intentional living.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Strong evidence “We're passionate about supporting the nonprofit community through financial consulting and advisory expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Strong evidence “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Avalon Accounting is a financial mentor providing strategic business consulting and is 100% Native American owned and operated by Kristina Haskell (Dinè/Hopi-Tewa).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Do you have a problem that keeps you up at night?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “The mission of Lumbard Consulting is to empower not-for-profit leadership for mission success.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “We invest our time and energy to positively influence the businesses and individuals we serve.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Lion's Share Wealth specializes in helping individuals and businesses grow with custom strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Highly Customized Financial Planning and Investment Management Services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 20 of 44 nonprofit financial advisory companies based in Phoenix, United States
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Nonprofit financial advisory companies based in Phoenix, 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 Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 44 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 Phoenix, 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 Phoenix 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, 65 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
- Nonprofit financial advisory companies in New York124
- 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 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 Phoenix, United States?
RevenueBase identified 44 nonprofit financial advisory companies headquartered in Phoenix, 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?
Strategy Financial Group, headquartered in Phoenix, 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 65 verified decision-maker contacts tracked across these 44 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.
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