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 nonprofit investment advisors headquartered in Boston, United States as of September 2026 and tracks 520 professional contacts across them, including 330 with verified work emails. New York is the largest hub.

This list covers nonprofit investment advisors headquartered in Boston, 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

46Companies

520Contacts tracked

330Verified emails

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

Ranked by team size

Top 25 of 46 nonprofit investment advisors based in Boston, 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	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
2	Capital Advisors Group, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	42 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
3	Acumen Financial Advantage	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent…” Source: RevenueBase Database · checked Sep 20, 2026
4	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Strong evidence “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Source: RevenueBase Database · checked Sep 20, 2026
5	TFC Financial Management, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Strong evidence “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Source: RevenueBase Database · checked Sep 20, 2026
6	Green Century	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Partial evidence “For 35 years, Green Century has offered individuals a way to align their investments with their values.” Source: RevenueBase Database · checked Sep 20, 2026
7	Flagship Harbor Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	20 contacts →
	Partial evidence “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Source: RevenueBase Database · checked Sep 20, 2026
8	Penobscot Investment Management Company, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
9	Aureus Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Source: RevenueBase Database · checked Sep 20, 2026
10	Northeast Investment Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Wealth is so much more than an account balance or portfolio pie chart.” Source: RevenueBase Database · checked Sep 20, 2026
11	Purefi Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Source: RevenueBase Database · checked Sep 20, 2026
12	JP Marvel Wealth Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “JP Marvel is an SEC-registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
13	Carlisle TAX Credit Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Carlisle Tax Credit Advisors is a leading advisor to tax credit investors and developers nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
14	Catholic Investment Services	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
15	Assetgrade, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “AssetGrade is a fee-only Registered Investment Advisor that provides financial planning and investment management for individuals and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
16	Great Point Wealth Advisors, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Source: RevenueBase Database · checked Sep 20, 2026
17	Nubian Square Investment Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.” Source: RevenueBase Database · checked Sep 20, 2026
18	KJP Partners LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
19	Fleetstar Financial	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “FleetStar Financial is a brand name under which the following affiliated companies operate: FleetStar Advisors, LLC, a multi-state registered investment adviser offering…” Source: RevenueBase Database · checked Sep 20, 2026
20	Mayport Wealth Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Mayport Wealth Management is a Boston-based Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026
21	Archer BAY Capital	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
22	Sequentis Capital	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “A boutique wealth management firm helping families and endowments with their Next Chapters” Source: RevenueBase Database · checked Sep 20, 2026
23	NU Paradigm Investment Partners, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “Nu Paradigm Investment Partners is a full-service investment firm for family wealth and institutional investors including pension plans, public funds, trusts, estates, foundations…” Source: RevenueBase Database · checked Sep 20, 2026
24	Charter Capital Management, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Investment management services” Source: RevenueBase Database · checked Sep 20, 2026
25	High Pines Wealth Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “High Pines Wealth Management LLC, an independent registered investment advisor, specializing in advising and supporting high net worth clients.” 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 46 nonprofit investment advisors based in Boston, United States

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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)

193.5%Largest-city concentration · New York

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

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 Boston, 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 Boston 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, 330 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 in the United States

Nonprofit investment advisors in New York89
Nonprofit investment advisors in Boston46
Nonprofit investment advisors in Chicago41
Nonprofit investment advisors in Atlanta40
Nonprofit investment advisors in San Francisco36
Nonprofit investment advisors in San Diego34
Nonprofit investment advisors in Houston32
Nonprofit investment advisors in Dallas30
Nonprofit investment advisors in Denver30
Nonprofit investment advisors in Charlotte29
Nonprofit investment advisors in Austin28
Nonprofit investment advisors in Portland27
Nonprofit investment advisors in Scottsdale26

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 Boston, United States?

RevenueBase identified 46 nonprofit investment advisors headquartered in Boston, 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?

Social Finance, headquartered in Boston, 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 330 verified decision-maker contacts tracked across these 46 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.