Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 89 companies tracked

RevenueBase identified 89 company matches for nonprofit investment advisors associated with New York, United States as of September 2026 and tracks 2,210 professional contacts across them, including 1,669 with verified work emails. Across the United States, New York is the largest hub for this category.

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

89Companies

2,210Contacts tracked

1,669Verified emails

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The 25 largest nonprofit investment advisors based in New York, United States

Ranked by team size

Top 25 of 89 company matches for nonprofit investment advisors based in New York, 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	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
2	Offit Capital	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	79 contacts →
	Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	68 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Crewcial Partners LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	65 contacts →
	Exact match “We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Williams Jones Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Douglas C. Lane & Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Douglas C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Payne Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Hamlin Capital Management, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Located in New York City, Hamlin Capital Management LLC (“Hamlin”) is an SEC-registered* independent investment advisory firm catering to high net-worth individuals and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Grandfield & Dodd, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Senator Investment Group LP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Senator Investment Group LP is an investment advisor based out of 124 E.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	TWO Creeks Capital Management, LP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Based in New York City, Two Creeks Capital Management, LP (“Two Creeks Capital”) is a registered investment advisor with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Chemistry Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “At Chemistry Wealth, we understand that all the elements of your life, from your financial circumstances and ambitions to the world around you, interact, change, and transform…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Family Management Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Momentum Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	CSM Capital Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “CSM Capital Corporation offers unconflicted strategic advice and bespoke asset management services to a select number of U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Greenportfolio	Exact match	New York, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “GreenPortfolio bridges the gap between wealth and impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Liberty Street Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “In an industry full of duplicative strategies and funds, Liberty Street distinguishes itself by offering niche asset classes to independent-minded financial advisors and investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Kimelman & Baird, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Aysen Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Aysen seeks to provide non-US investors with quality, real-time information and advice for the deployment of their global investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Brix Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	AJF Capital Management, INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Shikiar Asset Management	Exact match	New York, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Shikiar Asset Management, Inc.” 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 89 nonprofit investment advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,669 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit investment advisors based in New York, United States at a glance

As of Sep 20, 2026

75.5%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 89 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 New York, 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 1,669 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 New York, United States?

RevenueBase identified 89 company matches for nonprofit investment advisors associated with New York, 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?

Cerity Partners 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 1,669 professional contacts with verified work emails tracked across these 89 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.