Company lists · Data refreshed September 2026

Top 23 Philanthropic advisory firms based in Indianapolis, United States

RevenueBase identified 49 company matches for philanthropic advisory firms associated with Indianapolis, United States as of September 2026 and tracks 942 professional contacts across them, including 426 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Indianapolis has 49.

This list covers company matches for philanthropic advisory firms associated with Indianapolis, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
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 company matches for philanthropic advisory firms based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 2026201-500378 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
2Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202651-200262 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
3Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202611-5017 contacts →

Exact match

“Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-1013 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202611-5011 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“At RDW Financial Group, we believe that, and with that comes peace of mind.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We understand that having a good relationship with your adviser is just as important as the advice.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Organizations that desire change engage LSA.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 202611-504 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchIndianapolis, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“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!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“National Christian Foundation Indiana is a US non-profit organization that assists donors in donating to charitable causes.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Indianapolis based, full-service CPA and advisory firm specializing in individuals and businesses demanding superior customer service for a wide range of professional services.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“With the world in the midst of the largest transfer of wealth in history, the ability exists to mold your institution's own destiny.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Norton Philanthropic Counsel (NPC) was founded to provide organizations and individuals with the highly personalized attention needed to reach and exceed their philanthropic goals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Whether you're diving into corporate social responsibility, building a charitable-giving strategy or driving engagement through employee volunteerism.Your brand is strengthened by…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“The Private Counsel Group was formed to serve select families across the United States who are seeking an independent review of their financial matters.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchIndianapolis, IN, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 23 of 49 philanthropic advisory firms based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 426 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
7
51-200
2
201-500
1

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

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 Indianapolis, 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 426 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 in the United States

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 Indianapolis, United States?

RevenueBase identified 49 company matches for philanthropic advisory firms associated with Indianapolis, 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?

REN tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most philanthropic advisory firms?

New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Indianapolis has 49.

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 426 professional contacts with verified work emails tracked across these 49 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.

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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 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.