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 nonprofit investment advisors headquartered in 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 nonprofit investment advisors headquartered in the 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

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 nonprofit investment advisors based in the 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 investment advisors: 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	Captrust	Strong evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Strong evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 20, 2026
2	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,491 contacts →
	Indirect 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
3	Corient	Indirect evidence	Miami, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,215 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
4	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 20, 2026
5	Carson Group	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	51-200	342 contacts →
	Indirect evidence “Progress isn't defined by a single milestone.” Source: RevenueBase Database · checked Sep 20, 2026
6	Waverly Advisors, LLC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 20, 2026	51-200	284 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
7	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 20, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 20, 2026
8	Pure Financial Advisors, LLC	Strong evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	51-200	172 contacts →
	Strong evidence “Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment…” Source: RevenueBase Database · checked Sep 20, 2026
9	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
10	Social Finance	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	156 contacts →
	Strong evidence “Social Finance is a national nonprofit and registered investment adviser.” Source: RevenueBase Database · checked Sep 20, 2026
11	Prime Buchholz LLC	Strong evidence	Portsmouth, NH, United StatesHQ checked Sep 20, 2026	51-200	148 contacts →
	Strong evidence “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
12	Focus Financial Network, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	201-500	145 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
13	F.L.Putnam Investment Management Company	Partial evidence	Lynnfield, MA, United StatesHQ checked Sep 20, 2026	51-200	143 contacts →
	Partial evidence “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Source: RevenueBase Database · checked Sep 20, 2026
14	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 20, 2026	51-200	138 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
15	Avantax Planning Partners	Strong evidence	Dubuque, IA, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Strong evidence “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Source: RevenueBase Database · checked Sep 20, 2026
16	Bartlett Wealth Management	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	51-200	130 contacts →
	Indirect evidence “At Bartlett, we see life's transitions as opportunities for growth.” Source: RevenueBase Database · checked Sep 20, 2026
17	Soltis Investment Advisors	Strong evidence	St. George, UT, United StatesHQ checked Sep 20, 2026	51-200	121 contacts →
	Strong evidence “Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States.” Source: RevenueBase Database · checked Sep 20, 2026
18	Forum Financial Management, LP	Partial evidence	Lombard, IL, United StatesHQ checked Sep 20, 2026	51-200	119 contacts →
	Partial evidence “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Source: RevenueBase Database · checked Sep 20, 2026
19	Capitol Securities Management INC	Strong evidence	Reston, VA, United StatesHQ checked Sep 20, 2026	201-500	112 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
20	BEL AIR Investment Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	112 contacts →
	Partial evidence “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
21	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	108 contacts →
	Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 20, 2026
22	The Trust Company Of Tennessee	Indirect evidence	Knoxville, TN, United StatesHQ checked Sep 20, 2026	51-200	107 contacts →
	Indirect evidence “Founded in 1987 by Sharon J.” Source: RevenueBase Database · checked Sep 20, 2026
23	Hamilton Capital	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Indirect evidence “At Hamilton Capital, the bottom line is results matter.” Source: RevenueBase Database · checked Sep 20, 2026
24	Connecticut Wealth Management, LLC	Strong evidence	Farmington, CT, United StatesHQ checked Sep 20, 2026	51-200	103 contacts →
	Strong evidence “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Source: RevenueBase Database · checked Sep 20, 2026
25	Hirtle, Callaghan & CO	Partial evidence	West Conshohocken, PA, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Partial evidence “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” 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 investment advisors. 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 investment advisors.
Partial evidence: Its own public description names part of nonprofit investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit investment advisors. 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 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)

2.9%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit investment advisors, 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 the United States whose own description of what they do matches “nonprofit investment advisors”. 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 investment advisors), 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 investment advisors, and records with no verified work email. Companies headquartered outside United States 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, 15,535 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 investment advisors by metro

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 investment advisors, 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 investment advisors are there based in the United States?

RevenueBase identified 3,070 nonprofit investment advisors headquartered in the 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?

Captrust, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most nonprofit investment advisors?

New York leads with 89 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 15,535 verified decision-maker contacts tracked across these 3,070 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.