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 nonprofit investment advisors headquartered in New York, United States as of September 2026 and tracks 2,210 professional contacts across them, including 1,669 with verified work emails. New York is the largest hub.

This list covers nonprofit investment advisors headquartered in New York, 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

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 nonprofit investment advisors based in New York, 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	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
2	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	79 contacts →
	Partial evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
3	Ingalls & Snyder	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	68 contacts →
	Strong evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
4	Crewcial Partners LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	65 contacts →
	Indirect evidence “We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Source: RevenueBase Database · checked Sep 20, 2026
5	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 20, 2026
6	Klingenstein Fields Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
7	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 20, 2026
8	Williams Jones Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Strong evidence “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Douglas C. Lane & Associates, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “Douglas C.” Source: RevenueBase Database · checked Sep 20, 2026
10	Payne Capital Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Hamlin Capital Management, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	20 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
12	Grandfield & Dodd, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Source: RevenueBase Database · checked Sep 20, 2026
13	Senator Investment Group LP	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 20, 2026
14	TWO Creeks Capital Management, LP	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong evidence “Based in New York City, Two Creeks Capital Management, LP (“Two Creeks Capital”) is a registered investment advisor with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 20, 2026
15	Chemistry Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
16	Family Management Corporation	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Strong evidence “Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
17	Momentum Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA).” Source: RevenueBase Database · checked Sep 20, 2026
18	CSM Capital Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “CSM Capital Corporation offers unconflicted strategic advice and bespoke asset management services to a select number of U.S.” Source: RevenueBase Database · checked Sep 20, 2026
19	Greenportfolio	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “GreenPortfolio bridges the gap between wealth and impact.” Source: RevenueBase Database · checked Sep 20, 2026
20	Liberty Street Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
21	Kimelman & Baird, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
22	Aysen Corporation	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Aysen seeks to provide non-US investors with quality, real-time information and advice for the deployment of their global investments.” Source: RevenueBase Database · checked Sep 20, 2026
23	Brix Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
24	AJF Capital Management, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	Shikiar Asset Management	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Shikiar Asset Management, Inc.” 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 89 nonprofit investment advisors based in New York, United States

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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)

100.0%Largest-city concentration · New York

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

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 New York, 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 New York 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, 1,669 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 New York, United States?

RevenueBase identified 89 nonprofit investment advisors headquartered in New York, 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?

Cerity Partners, headquartered in New York, 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 1,669 verified decision-maker contacts tracked across these 89 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.