Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 46 companies tracked

RevenueBase identified 46 company matches for nonprofit investment advisors associated with Boston, United States as of September 2026 and tracks 520 professional contacts across them, including 330 with verified work emails. Across the United States, New York is the largest hub for this category (89 companies); Boston follows with 46.

This list covers company matches for nonprofit investment advisors associated with Boston, 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

46Companies

520Contacts tracked

330Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest nonprofit investment advisors based in Boston, United States

Ranked by team size

Top 25 of 46 company matches for nonprofit investment advisors based in Boston, 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	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
2	Capital Advisors Group, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Acumen Financial Advantage	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Mayflower Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	TFC Financial Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Green Century	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “For 35 years, Green Century has offered individuals a way to align their investments with their values.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	20 contacts →
	Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Aureus Asset Management	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Purefi Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	JP Marvel Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “JP Marvel is an SEC-registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Carlisle TAX Credit Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Carlisle Tax Credit Advisors is a leading advisor to tax credit investors and developers nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Catholic Investment Services	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Catholic Investment Services (CIS) is a non-profit organization that seeks to deliver strong investment returns aligned with Catholic principles so Catholic organizations can make…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Assetgrade, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “AssetGrade is a fee-only Registered Investment Advisor that provides financial planning and investment management for individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Great Point Wealth Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Nubian Square Investment Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	KJP Partners LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “With combined experience of over 50 years in advising non-profit, for profit, public and quasi-public organizations, KJP Partners provides comprehensive services to assist clients…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Fleetstar Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “FleetStar Financial is a brand name under which the following affiliated companies operate: FleetStar Advisors, LLC, a multi-state registered investment adviser offering…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Mayport Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Mayport Wealth Management is a Boston-based Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Sequentis Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “A boutique wealth management firm helping families and endowments with their Next Chapters” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	NU Paradigm Investment Partners, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Nu Paradigm Investment Partners is a full-service investment firm for family wealth and institutional investors including pension plans, public funds, trusts, estates, foundations…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Charter Capital Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Investment management services” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	High Pines Wealth Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “High Pines Wealth Management LLC, an independent registered investment advisor, specializing in advising and supporting high net worth clients.” 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 46 nonprofit investment advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 330 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Nonprofit investment advisors based in Boston, United States at a glance

As of Sep 20, 2026

63.5%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 46 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 Boston, 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 330 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 in the United States

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 Boston, United States?

RevenueBase identified 46 company matches for nonprofit investment advisors associated with Boston, 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?

Social Finance 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 investment advisors?

New York leads the United States with 89 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 330 professional contacts with verified work emails tracked across these 46 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.

Ready to reach these companies? Verified emails and direct dials for all 46 nonprofit investment advisors based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit investment advisors by geography

Browse the directory

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.