Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors based in the United States

Name: Nonprofit investment advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 3,070 companies tracked

RevenueBase identified 3,070 company matches for nonprofit investment advisors associated with the United States as of September 2026 and tracks 27,713 professional contacts across them, including 15,535 with verified work emails. New York is the largest hub.

This list covers company matches for nonprofit investment advisors associated with the 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

3,070Companies

27,713Contacts tracked

15,535Verified emails

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The 25 largest nonprofit investment advisors based in the United States

Ranked by team size

Top 25 of 3,070 company matches for nonprofit investment advisors based in the 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	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
3	Corient	Exact match	Miami, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Carson Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 20, 2026	51-200	342 contacts →
	Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Waverly Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	51-200	284 contacts →
	Exact match “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Pure Financial Advisors, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	172 contacts →
	Exact match “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Social Finance	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “Social Finance is a national nonprofit and registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Prime Buchholz LLC	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	51-200	148 contacts →
	Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	201-500	145 contacts →
	Exact match “More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	F.L.Putnam Investment Management Company	Exact match	Lynnfield, MA, United StatesHQ recorded Sep 20, 2026	51-200	143 contacts →
	Exact match “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	51-200	138 contacts →
	Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Avantax Planning Partners	Exact match	Dubuque, IA, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Bartlett Wealth Management	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	51-200	130 contacts →
	Exact match “At Bartlett, we see life's transitions as opportunities for growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Soltis Investment Advisors	Exact match	St. George, UT, United StatesHQ recorded Sep 20, 2026	51-200	121 contacts →
	Exact match “Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Forum Financial Management, LP	Exact match	Lombard, IL, United StatesHQ recorded Sep 20, 2026	51-200	119 contacts →
	Exact match “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Capitol Securities Management INC	Exact match	Reston, VA, United StatesHQ recorded Sep 20, 2026	201-500	112 contacts →
	Exact match “A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	BEL AIR Investment Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	112 contacts →
	Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Evoke Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	51-200	108 contacts →
	Exact match “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	The Trust Company Of Tennessee	Exact match	Knoxville, TN, United StatesHQ recorded Sep 20, 2026	51-200	107 contacts →
	Exact match “Founded in 1987 by Sharon J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Hamilton Capital	Exact match	Columbus, OH, United StatesHQ recorded Sep 20, 2026	51-200	106 contacts →
	Exact match “At Hamilton Capital, the bottom line is results matter.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Connecticut Wealth Management, LLC	Exact match	Farmington, CT, United StatesHQ recorded Sep 20, 2026	51-200	103 contacts →
	Exact match “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Hirtle, Callaghan & CO	Exact match	West Conshohocken, PA, United StatesHQ recorded Sep 20, 2026	51-200	101 contacts →
	Exact match “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” 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 investment advisors”. 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 3,070 nonprofit investment advisors based in the United States

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Nonprofit investment advisors based in the United States at a glance

As of Sep 20, 2026

56.1%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

2,350

11-50

594

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,070 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 the United States whose business descriptions match “nonprofit investment advisors” 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 15,535 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 investment advisors by metro

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 investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit investment advisors are there based in the United States?

RevenueBase identified 3,070 company matches for nonprofit investment advisors associated with the 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?

Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit investment advisors?

New York leads with 92 company records, followed by Boston (46) and Chicago (41).

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 15,535 professional contacts with verified work emails tracked across these 3,070 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.