Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in the United States

Name: Philanthropic advisory firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 6,560 companies tracked

RevenueBase identified 6,560 philanthropic advisory firms headquartered in the United States as of September 2026 and tracks 64,848 professional contacts across them, including 34,080 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory firms headquartered in the 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

6,560Companies

64,848Contacts tracked

34,080Verified emails

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The 25 largest philanthropic advisory firms based in the United States

Ranked by team size

Top 25 of 6,560 philanthropic advisory firms based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory firms: 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	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 20, 2026
2	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 20, 2026
3	Wealth Enhancement	Partial evidence	Plymouth, MN, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,516 contacts →
	Partial evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 20, 2026
4	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
5	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 20, 2026
6	Northern Trust Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	10001+	771 contacts →
	Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 20, 2026
7	Pathstone	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 20, 2026	501-1,000	692 contacts →
	Partial evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
8	Iconiq	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	201-500	601 contacts →
	Indirect evidence “ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Source: RevenueBase Database · checked Sep 20, 2026
9	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 20, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 20, 2026
10	Fidelity Charitable	Indirect evidence	Boston, KY, United StatesHQ checked Sep 20, 2026	501-1,000	461 contacts →
	Indirect evidence “Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…” Source: RevenueBase Database · checked Sep 20, 2026
11	Blue Trust	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 20, 2026	201-500	453 contacts →
	Indirect evidence “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Source: RevenueBase Database · checked Sep 20, 2026
12	Wealthspire Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	437 contacts →
	Partial evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 20, 2026
13	Aafcpas	Partial evidence	Westborough, MA, United StatesHQ checked Sep 20, 2026	201-500	410 contacts →
	Partial evidence “AAFCPAs is a premier independently owned CPA and advisory firm with a global presence.” Source: RevenueBase Database · checked Sep 20, 2026
14	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 20, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 20, 2026
15	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 20, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 20, 2026
16	REN	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	201-500	378 contacts →
	Indirect evidence “Ren is a driving force that powers people, ideas, and institutions for good.” Source: RevenueBase Database · checked Sep 20, 2026
17	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
18	49 Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	306 contacts →
	Indirect evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 20, 2026
19	National Christian Foundation	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 20, 2026	201-500	296 contacts →
	Indirect evidence “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Source: RevenueBase Database · checked Sep 20, 2026
20	TIDES	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	201-500	279 contacts →
	Partial evidence “Tides is a nonprofit and philanthropic organization committed to advancing social justice.” Source: RevenueBase Database · checked Sep 20, 2026
21	Foundation Source	Partial evidence	Fairfield, CT, United StatesHQ checked Sep 20, 2026	201-500	268 contacts →
	Partial evidence “As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Source: RevenueBase Database · checked Sep 20, 2026
22	Capincrouse	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	262 contacts →
	Partial evidence “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Source: RevenueBase Database · checked Sep 20, 2026
23	National Philanthropic Trust	Partial evidence	Jenkintown, PA, United StatesHQ checked Sep 20, 2026	201-500	258 contacts →
	Partial evidence “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Source: RevenueBase Database · checked Sep 20, 2026
24	Northrock Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 20, 2026	201-500	247 contacts →
	Indirect evidence “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Source: RevenueBase Database · checked Sep 20, 2026
25	SCS	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	243 contacts →
	Indirect evidence “At SCS, our purpose is to transform wealth into possibility.” 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: philanthropic advisory firms. 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 philanthropic advisory firms.
Partial evidence: Its own public description names part of philanthropic advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name philanthropic advisory firms. 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 6,560 philanthropic advisory firms based in the United States

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Philanthropic advisory firms based in the United States at a glance

As of Sep 20, 2026

52.6%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

4,978

11-50

1,312

51-200

197

201-500

501-1,000

1,001-5,000

10001+

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 6,560 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 philanthropic advisory firms, 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 the United States whose own description of what they do matches “philanthropic advisory firms”. 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 philanthropic advisory firms), 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 philanthropic advisory firms, and records with no verified work email. Companies headquartered outside United States 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, 34,080 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.

Philanthropic advisory firms by metro

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 philanthropic advisory firms, 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 philanthropic advisory firms are there based in the United States?

RevenueBase identified 6,560 philanthropic advisory firms headquartered in the 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?

Mariner, headquartered in Overland Park, tops this list with the largest team on record.

Which city has the most philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 34,080 verified decision-maker contacts tracked across these 6,560 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.