Company lists · Data refreshed September 2026

Top 10 Nonprofit financial advisory companies based in Tampa, United States

RevenueBase identified 32 company matches for nonprofit financial advisory companies associated with Tampa, United States as of September 2026 and tracks 99 professional contacts across them, including 20 with verified work emails. Across the United States, New York is the largest hub for this category (124 companies); Tampa has 32.

This list covers company matches for nonprofit financial advisory companies associated with Tampa, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
32Companies
99Contacts tracked
20Verified emails
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The 10 largest nonprofit financial advisory companies based in Tampa, United States

Ranked by team size
Top 10 of 32 company matches for nonprofit financial advisory companies based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-505 contacts →

Exact match

“Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We make giving easy!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Hamlin Capital Advisors, LLC, provides access to customized financing solutions for tax-exempt institutions, especially senior housing operators, educational institutions and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchTampa, FL, United StatesHQ recorded Sep 20, 202611-502 contacts →

Exact match

“Ford & Associates is a boutique advisory firm assisting state and local governments, not-for-profit organizations, and other institutional clients with the development and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Stronghold Wealth Management is a planning and asset management firm that believes in developing long-term, personal relationships with clients based on mutual respect and a…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“The Bergden Group is on a mission to help entrepreneurs and business owners make informed financial decisions with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Our premiere financial services experience is customized to every client’s unique needs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“At Procuris Consulting, LLC, we help mission-driven for-profit organizations, nonprofits, and HUD-funded Public Housing Authorities (PHAs) achieve total financial clarity.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchTampa, FL, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“The Touchstone Collective is a professional consulting firm focused on serving the comprehensive needs of businesses in a full range of services designed to build strong…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 10 of 32 nonprofit financial advisory companies based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 20 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026
20.2%Verified-email coverage
3.1Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
4

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 32 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 Tampa, 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 20 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.

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 Tampa, United States?

RevenueBase identified 32 company matches for nonprofit financial advisory companies associated with Tampa, 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?

SFG Wealth Advisors, LLC 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). Tampa has 32.

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 20 professional contacts with verified work emails tracked across these 32 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.

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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 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.