Company lists · Data refreshed September 2026
Top 25 Philanthropic advisory firms based in the United States
RevenueBase identified 6,560 company matches for philanthropic advisory firms associated with 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 company matches for philanthropic advisory firms 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 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.
The 25 largest philanthropic advisory firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,516 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 1,157 contacts → | ||||
Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 771 contacts → | ||||
Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 692 contacts → | ||||
Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 601 contacts → | ||||
Exact match “ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 520 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 461 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 453 contacts → | ||||
Exact match “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 437 contacts → | ||||
Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 410 contacts → | ||||
Exact match “AAFCPAs is a premier independently owned CPA and advisory firm with a global presence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 388 contacts → | ||||
Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 379 contacts → | ||||
Exact match “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 378 contacts → | ||||
Exact match “Ren is a driving force that powers people, ideas, and institutions for good.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 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 20, 2026 · View company records in RevenueBase | |||||
| 18 | 306 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 296 contacts → | ||||
Exact match “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 279 contacts → | ||||
Exact match “Tides is a nonprofit and philanthropic organization committed to advancing social justice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 268 contacts → | ||||
Exact match “As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 20, 2026 · View company records in RevenueBase | |||||
| 23 | 258 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 247 contacts → | ||||
Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 243 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” 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 “philanthropic advisory firms”. 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 6,560 philanthropic advisory firms based in the United States
See the full list, filter by size, metro and specialty, and access 34,080 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Philanthropic advisory firms based in the United States at a glance
As of Sep 20, 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 6,560 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 “philanthropic advisory firms” 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 34,080 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.
Philanthropic advisory firms by metro
- Philanthropic advisory firms in New York287
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory firms are there based in the United States?
RevenueBase identified 6,560 company matches for philanthropic advisory firms 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?
Mariner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most philanthropic advisory firms?
New York leads with 287 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 34,080 professional contacts with verified work emails tracked across these 6,560 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.
Ready to reach these companies? Verified emails and direct dials for all 6,560 philanthropic advisory firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
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.
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Company intelligence · public preview
Top 25 philanthropic advisory firms 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 6,560 matching company records for philanthropic advisory firms based in the United States, with 64,848 tracked contacts and 34,080 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 20, 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 philanthropic advisory firms 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 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealth Enhancementwealthenhancement.comHQ: Plymouth, MN, United StatesReported employees: 1,001-5,000 | Plymouth, MN, United States | 1,001-5,000 | Exact match | 1,516 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Brown Advisorybrownadvisory.comHQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Northern Trust Wealth Managementnortherntrust.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pathstonepathstone.comHQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Iconiqiconiq.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 601 contacts → |
“ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MAI Capital Managementmai.capitalHQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fidelity Charitablefidelitycharitable.org HQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 461 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue Trustbluetrust.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 453 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aafcpasaafcpa.comHQ: Westborough, MA, United StatesReported employees: 201-500 | Westborough, MA, United States | 201-500 | Exact match | 410 contacts → |
“AAFCPAs is a premier independently owned CPA and advisory firm with a global presence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sequoia Financial Groupsequoia-financial.comHQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 388 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Creative Financial Group1creative.comHQ: Newtown Square, PA, United StatesReported employees: 201-500 | Newtown Square, PA, United States | 201-500 | Exact match | 379 contacts → |
“CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  RENreninc.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 378 contacts → |
“Ren is a driving force that powers people, ideas, and institutions for good.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  49 Financial49financial.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 306 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  National Christian Foundationncfgiving.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 296 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TIDEStides.org HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 279 contacts → |
“Tides is a nonprofit and philanthropic organization committed to advancing social justice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Foundation Sourcefoundationsource.comHQ: Fairfield, CT, United StatesReported employees: 201-500 | Fairfield, CT, United States | 201-500 | Exact match | 268 contacts → |
“As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 258 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Northrock Partnersnorthrockpartners.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 247 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,560 company matches
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Philanthropic advisory firms: dataset insights
September 20, 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
6,552 records in the displayed employee bands.
8 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 6,560 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 20, 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 ↗
Philanthropic advisory firms by metro
- Philanthropic advisory firms in New York287
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
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 philanthropic advisory firms did RevenueBase find based in the United States?
The saved snapshot records 6,560 matching company records, 64,848 tracked contacts and 34,080 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 20, 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
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/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
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
Company intelligence · public preview
Top 25 philanthropic advisory firms based in the United States
RevenueBase records 6,560 matching company records for philanthropic advisory firms based in the United States, with 64,848 tracked contacts and 34,080 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 20, 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 philanthropic advisory firms 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 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth Enhancementwealthenhancement.com HQ: Plymouth, MN, United StatesReported employees: 1,001-5,000 | Plymouth, MN, United States | 1,001-5,000 | Exact match | 1,516 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Brown Advisorybrownadvisory.com HQ: Baltimore, MD, United StatesReported employees: 1,001-5,000 | Baltimore, MD, United States | 1,001-5,000 | Exact match | 1,157 contacts → |
“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Northern Trust Wealth Managementnortherntrust.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pathstonepathstone.com HQ: Englewood, NJ, United StatesReported employees: 501-1,000 | Englewood, NJ, United States | 501-1,000 | Exact match | 692 contacts → |
“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Iconiqiconiq.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 601 contacts → |
“ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MAI Capital Managementmai.capital HQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fidelity Charitablefidelitycharitable.org HQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 461 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue Trustbluetrust.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 453 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aafcpasaafcpa.com HQ: Westborough, MA, United StatesReported employees: 201-500 | Westborough, MA, United States | 201-500 | Exact match | 410 contacts → |
“AAFCPAs is a premier independently owned CPA and advisory firm with a global presence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sequoia Financial Groupsequoia-financial.com HQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 388 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Creative Financial Group1creative.com HQ: Newtown Square, PA, United StatesReported employees: 201-500 | Newtown Square, PA, United States | 201-500 | Exact match | 379 contacts → |
“CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | RENreninc.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 378 contacts → |
“Ren is a driving force that powers people, ideas, and institutions for good.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 49 Financial49financial.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 306 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | National Christian Foundationncfgiving.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 296 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TIDEStides.org HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 279 contacts → |
“Tides is a nonprofit and philanthropic organization committed to advancing social justice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Foundation Sourcefoundationsource.com HQ: Fairfield, CT, United StatesReported employees: 201-500 | Fairfield, CT, United States | 201-500 | Exact match | 268 contacts → |
“As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 258 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Northrock Partnersnorthrockpartners.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 247 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,560 company matches
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Philanthropic advisory firms: dataset insights
September 20, 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
6,552 records in the displayed employee bands.
8 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 6,560 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 20, 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 ↗
Philanthropic advisory firms by metro
- Philanthropic advisory firms in New York287
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Overland Park32
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
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 philanthropic advisory firms did RevenueBase find based in the United States?
The saved snapshot records 6,560 matching company records, 64,848 tracked contacts and 34,080 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 20, 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
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/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
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada