Company lists · Data refreshed September 2026
Top 25 Nonprofit investment consultants based in the United States
RevenueBase identified 1,863 company matches for nonprofit investment consultants associated with the United States as of September 2026 and tracks 16,433 professional contacts across them, including 8,726 with verified work emails. New York is the largest hub.
This list covers company matches for nonprofit investment consultants associated with the 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 21, 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.
The 25 largest nonprofit investment consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 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 21, 2026 · View company records in RevenueBase | |||||
| 3 | 310 contacts → | ||||
Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 263 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 262 contacts → | ||||
Exact match “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 259 contacts → | ||||
Exact match “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 239 contacts → | ||||
Exact match “B.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 208 contacts → | ||||
Exact match “We are M+R.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 162 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 156 contacts → | ||||
Exact match “Social Finance is a national nonprofit and registered investment adviser.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 148 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 139 contacts → | ||||
Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 135 contacts → | ||||
Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 125 contacts → | ||||
Exact match “BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 106 contacts → | ||||
Exact match “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 102 contacts → | ||||
Exact match “Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 101 contacts → | ||||
Exact match “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 95 contacts → | ||||
Exact match “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 91 contacts → | ||||
Exact match “Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 89 contacts → | ||||
Exact match “Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 87 contacts → | ||||
Exact match “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 87 contacts → | ||||
Exact match “Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 84 contacts → | ||||
Exact match “myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 83 contacts → | ||||
Exact match “Schultz & Williams is a national consulting firm dedicated to helping nonprofits of all types and sizes achieve financial stability, meet organizational goals, and support greater…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 73 contacts → | ||||
Exact match “Navigating Your Financial Future.” Recorded in the RevenueBase company graph · Sep 21, 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 consultants”. 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 1,863 nonprofit investment consultants based in the United States
See the full list, filter by size, metro and specialty, and access 8,726 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit investment consultants based in the United States at a glance
As of Sep 21, 2026Companies by employee count
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 1,863 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 the United States whose business descriptions match “nonprofit investment consultants” 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 8,726 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 21, 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 consultants by metro
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit investment consultants are there based in the United States?
RevenueBase identified 1,863 company matches for nonprofit investment consultants associated with the 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?
Captrust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit investment consultants?
New York leads with 68 company records, followed by Atlanta (32) and Chicago (32).
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 8,726 professional contacts with verified work emails tracked across these 1,863 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,863 nonprofit investment consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit investment consultants by geography
- Nonprofit investment consultants based in Atlanta, United States
- Nonprofit investment consultants based in Chicago, United States
- Nonprofit investment consultants based in New York, United States
- Nonprofit investment consultants based in Australia
- Nonprofit investment consultants based in Brazil
- Nonprofit investment consultants based in Canada
- Nonprofit investment consultants based in France
- Nonprofit investment consultants based in Germany
- Nonprofit investment consultants based in India
- Nonprofit investment consultants based in the Netherlands
- Nonprofit investment consultants based in Switzerland
- Nonprofit investment consultants based in the United Kingdom
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.
More company lists
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- New lists
- Nonprofit investment consultants based in Atlanta, United States
- Nonprofit investment consultants based in Chicago, United States
- Nonprofit investment consultants based in New York, United States
- Nonprofit investment consultants based in Australia
- Nonprofit investment consultants based in Brazil
- Nonprofit investment consultants based in Canada
Company intelligence · public preview
Top 25 nonprofit investment consultants based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,863 matching company records for nonprofit investment consultants based in the United States, with 16,433 tracked contacts and 8,726 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capincrousecapincrouse.comHQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 262 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Meketa Investment Groupmeketa.comHQ: Westwood, MA, United StatesReported employees: 201-500 | Westwood, MA, United States | 201-500 | Exact match | 259 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  B. Riley Wealth Managementbrileywealth.comHQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  M Rmrss.comHQ: Washington, United StatesReported employees: 51-200 | Washington, United States | 51-200 | Exact match | 208 contacts → |
“We are M+R.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Rvk, INCrvkinc.comHQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Avantax Planning Partnersavantax.comHQ: Dubuque, IA, United StatesReported employees: 51-200 | Dubuque, IA, United States | 51-200 | Exact match | 135 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  BWFbwf.comHQ: Usa, United StatesReported employees: 51-200 | Usa, United States | 51-200 | Exact match | 125 contacts → |
“BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | JFS Wealth Advisorsjfswa.com HQ: Hermitage, PA, United StatesReported employees: 51-200 | Hermitage, PA, United States | 51-200 | Exact match | 106 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Campbell & Companycampbellcompany.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 102 contacts → |
“Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hirtle, Callaghan & COhirtlecallaghan.com HQ: West Conshohocken, PA, United StatesReported employees: 51-200 | West Conshohocken, PA, United States | 51-200 | Exact match | 101 contacts → |
“America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ffec Wealth Partnersffec.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Canterbury Consultingcanterburyconsulting.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 91 contacts → |
“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Tiaa Kaspickkaspick.com HQ: Redwood Shores, CA, United StatesReported employees: 51-200 | Redwood Shores, CA, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Intellicentsintellicents.comHQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 87 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  LCG Associates, INClcgassociates.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 87 contacts → |
“Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mycio Wealth Partnersmyciowp.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Schultz & Williamsschultzwilliams.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 83 contacts → |
“Schultz & Williams is a national consulting firm dedicated to helping nonprofits of all types and sizes achieve financial stability, meet organizational goals, and support greater…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 73 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,863 company matches
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Nonprofit investment consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,862 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,863 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit investment consultants by metro
Questions about this company list
What does Exact match mean for nonprofit investment consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment consultants did RevenueBase find based in the United States?
The saved snapshot records 1,863 matching company records, 16,433 tracked contacts and 8,726 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Nonprofit investment consultants by geography
- Nonprofit investment consultants based in Atlanta, United States
- Nonprofit investment consultants based in Chicago, United States
- Nonprofit investment consultants based in New York, United States
- Nonprofit investment consultants based in Australia
- Nonprofit investment consultants based in Brazil
- Nonprofit investment consultants based in Canada
- Nonprofit investment consultants based in France
- Nonprofit investment consultants based in Germany
- Nonprofit investment consultants based in India
- Nonprofit investment consultants based in the Netherlands
- Nonprofit investment consultants based in Switzerland
- Nonprofit investment consultants based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 nonprofit investment consultants based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/nonprofit-investment-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit investment consultants based in Atlanta, United States
- Nonprofit investment consultants based in Chicago, United States
- Nonprofit investment consultants based in New York, United States
- Nonprofit investment consultants based in Australia
- Nonprofit investment consultants based in Brazil
- Nonprofit investment consultants based in Canada
Company intelligence · public preview
Top 25 nonprofit investment consultants based in the United States
RevenueBase records 1,863 matching company records for nonprofit investment consultants based in the United States, with 16,433 tracked contacts and 8,726 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment consultants based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capincrousecapincrouse.com HQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 262 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Meketa Investment Groupmeketa.com HQ: Westwood, MA, United StatesReported employees: 201-500 | Westwood, MA, United States | 201-500 | Exact match | 259 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | B. Riley Wealth Managementbrileywealth.com HQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | M Rmrss.com HQ: Washington, United StatesReported employees: 51-200 | Washington, United States | 51-200 | Exact match | 208 contacts → |
“We are M+R.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 162 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Rvk, INCrvkinc.com HQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Avantax Planning Partnersavantax.com HQ: Dubuque, IA, United StatesReported employees: 51-200 | Dubuque, IA, United States | 51-200 | Exact match | 135 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | BWFbwf.com HQ: Usa, United StatesReported employees: 51-200 | Usa, United States | 51-200 | Exact match | 125 contacts → |
“BWF Zuri is the nonprofit sector’s most comprehensive fundraising consulting company, helping organizations thrive in a rapidly changing landscape.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | JFS Wealth Advisorsjfswa.com HQ: Hermitage, PA, United StatesReported employees: 51-200 | Hermitage, PA, United States | 51-200 | Exact match | 106 contacts → |
“JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Campbell & Companycampbellcompany.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 102 contacts → |
“Campbell & Company is a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications and strategic information services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hirtle, Callaghan & COhirtlecallaghan.com HQ: West Conshohocken, PA, United StatesReported employees: 51-200 | West Conshohocken, PA, United States | 51-200 | Exact match | 101 contacts → |
“America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ffec Wealth Partnersffec.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Canterbury Consultingcanterburyconsulting.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 91 contacts → |
“Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Tiaa Kaspickkaspick.com HQ: Redwood Shores, CA, United StatesReported employees: 51-200 | Redwood Shores, CA, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Intellicentsintellicents.com HQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 87 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | LCG Associates, INClcgassociates.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 87 contacts → |
“Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mycio Wealth Partnersmyciowp.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 84 contacts → |
“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Schultz & Williamsschultzwilliams.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 83 contacts → |
“Schultz & Williams is a national consulting firm dedicated to helping nonprofits of all types and sizes achieve financial stability, meet organizational goals, and support greater…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 73 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,863 company matches
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Nonprofit investment consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,862 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,863 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit investment consultants by metro
Questions about this company list
What does Exact match mean for nonprofit investment consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment consultants did RevenueBase find based in the United States?
The saved snapshot records 1,863 matching company records, 16,433 tracked contacts and 8,726 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Nonprofit investment consultants by geography
- Nonprofit investment consultants based in Atlanta, United States
- Nonprofit investment consultants based in Chicago, United States
- Nonprofit investment consultants based in New York, United States
- Nonprofit investment consultants based in Australia
- Nonprofit investment consultants based in Brazil
- Nonprofit investment consultants based in Canada
- Nonprofit investment consultants based in France
- Nonprofit investment consultants based in Germany
- Nonprofit investment consultants based in India
- Nonprofit investment consultants based in the Netherlands
- Nonprofit investment consultants based in Switzerland
- Nonprofit investment consultants based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 nonprofit investment consultants based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/nonprofit-investment-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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