Company lists · Data refreshed September 2026

Top 23 Philanthropic advisory firms based in Indianapolis, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 49 companies tracked

RevenueBase identified 49 philanthropic advisory firms headquartered in Indianapolis, United States as of September 2026 and tracks 942 professional contacts across them, including 426 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory firms headquartered in Indianapolis, 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

49Companies

942Contacts tracked

426Verified emails

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The 23 largest philanthropic advisory firms based in Indianapolis, United States

Ranked by team size

Top 23 of 49 philanthropic advisory firms based in Indianapolis, 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	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
2	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
3	Fi3 Financial Advisors, LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.” Source: RevenueBase Database · checked Sep 20, 2026
4	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Source: RevenueBase Database · checked Sep 20, 2026
5	National Association Of Charitable Gift Planners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “Since 1988, the National Association of Charitable Gift Planners (CGP) has worked to expand and support the community of professionals who provide charitable gift planning…” Source: RevenueBase Database · checked Sep 20, 2026
6	Market Street Wealth Management Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are…” Source: RevenueBase Database · checked Sep 20, 2026
7	Wealthcare Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence.” Source: RevenueBase Database · checked Sep 20, 2026
8	RDW Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026
9	Curry Webb Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We understand that having a good relationship with your adviser is just as important as the advice.” Source: RevenueBase Database · checked Sep 20, 2026
10	Loring, Sternberg & Associates	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Organizations that desire change engage LSA.” Source: RevenueBase Database · checked Sep 20, 2026
11	M&k Legacy Wealth	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.” Source: RevenueBase Database · checked Sep 20, 2026
12	Watermark CPA Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “You need to be able to make the most out of everything you’ve got, and pulling that off takes more than people would expect.” Source: RevenueBase Database · checked Sep 20, 2026
13	Cerulean Private Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Source: RevenueBase Database · checked Sep 20, 2026
14	Precedent Financial Strategies	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
15	Ricebarrett Family Wealth	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…” Source: RevenueBase Database · checked Sep 20, 2026
16	Gutwein Group	Indirect evidence	Indianapolis, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Don’t Just Build Wealth, Build Memories” I don’t want to just help clients build wealth, i want to participate in their journey and watch them build memories!” Source: RevenueBase Database · checked Sep 20, 2026
17	NCF Indiana	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “National Christian Foundation Indiana is a US non-profit organization that assists donors in donating to charitable causes.” Source: RevenueBase Database · checked Sep 20, 2026
18	MGA Professional Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Indianapolis based, full-service CPA and advisory firm specializing in individuals and businesses demanding superior customer service for a wide range of professional services.” Source: RevenueBase Database · checked Sep 20, 2026
19	Cape Fletcher Associates	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “With the world in the midst of the largest transfer of wealth in history, the ability exists to mold your institution's own destiny.” Source: RevenueBase Database · checked Sep 20, 2026
20	Norton Philanthropic Counsel, LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Norton Philanthropic Counsel (NPC) was founded to provide organizations and individuals with the highly personalized attention needed to reach and exceed their philanthropic goals.” Source: RevenueBase Database · checked Sep 20, 2026
21	Good Works Indy	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Whether you're diving into corporate social responsibility, building a charitable-giving strategy or driving engagement through employee volunteerism.Your brand is strengthened by…” Source: RevenueBase Database · checked Sep 20, 2026
22	Private Counsel Group, LTD	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “The Private Counsel Group was formed to serve select families across the United States who are seeking an independent review of their financial matters.” Source: RevenueBase Database · checked Sep 20, 2026
23	Otley Private Wealth Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Otley Private Wealth Management is a boutique advisory firm offering high-net-worth individuals and families a comprehensive menu of wealth and investment management services to…” 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 23 of 49 philanthropic advisory firms based in Indianapolis, United States

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Philanthropic advisory firms based in Indianapolis, United States at a glance

As of Sep 20, 2026

45.2%Verified-email coverage

19.2Average contacts per company

1-10Median size (employees)

555.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 49 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 Indianapolis, 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 Indianapolis 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, 426 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 in the United States

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 Indianapolis, United States?

RevenueBase identified 49 philanthropic advisory firms headquartered in Indianapolis, 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?

REN, headquartered in Indianapolis, 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 426 verified decision-maker contacts tracked across these 49 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.