Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 272 companies tracked

RevenueBase identified 272 philanthropic advisory firms headquartered in New York, United States as of September 2026 and tracks 5,155 professional contacts across them, including 3,185 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory firms headquartered in New York, 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

272Companies

5,155Contacts tracked

3,185Verified emails

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The 25 largest philanthropic advisory firms based in New York, United States

Ranked by team size

Top 25 of 272 philanthropic advisory firms based in New York, 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	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
2	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
3	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
4	Ncheng LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	197 contacts →
	Partial evidence “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Source: RevenueBase Database · checked Sep 20, 2026
5	City National Rochdale	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	182 contacts →
	Indirect evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
6	First Manhattan	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	173 contacts →
	Partial evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 20, 2026
7	Summit Trail Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	105 contacts →
	Indirect evidence “Our purpose is to simplify the challenges that come with generational wealth.” Source: RevenueBase Database · checked Sep 20, 2026
8	Perelson Weiner LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	90 contacts →
	Partial evidence “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Source: RevenueBase Database · checked Sep 20, 2026
9	Offit Capital	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	79 contacts →
	Indirect evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
10	Summit Rock Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	76 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
11	NEO Philanthropy	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	76 contacts →
	Partial evidence “Launched in 1983 as Public Interest Projects, a 501(c)3 public charity, NEO Philanthropy is a national leader in innovative philanthropic solutions.” Source: RevenueBase Database · checked Sep 20, 2026
12	Crewcial Partners LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	65 contacts →
	Indirect evidence “We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Source: RevenueBase Database · checked Sep 20, 2026
13	Graham-Pelton	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “Graham-Pelton is the fundraising consulting firm chosen by leading nonprofits worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
14	BDO FMA	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “BDO FMA exists to build a community of individuals with the confidence and skills to lead organizations that change the world.” Source: RevenueBase Database · checked Sep 20, 2026
15	Willett Advisors LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	48 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
16	Wellington Shields	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 20, 2026
17	Elma Philanthropies	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	45 contacts →
	Strong evidence “The ELMA Philanthropies provides philanthropic advisory services to the ELMA Group of Foundations from offices in New York, Cape Town, Johannesburg, and Kampala.” Source: RevenueBase Database · checked Sep 20, 2026
18	Faircom NEW York	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	44 contacts →
	Indirect evidence “Faircom New York, awarded as the Best Full Service Fundraising Agency in New York in 2015 and 2016 by Wealth and Finance International, is an international fundraising and…” Source: RevenueBase Database · checked Sep 20, 2026
19	Perlman & Perlman, LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	44 contacts →
	Indirect evidence “Perlman & Perlman is a dedicated team of attorneys united by a common mission: to make the world a better place.” Source: RevenueBase Database · checked Sep 20, 2026
20	Changing OUR World	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	44 contacts →
	Indirect evidence “Changing Our World is a trusted social impact consulting firm that advises leading corporations and nonprofit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
21	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 20, 2026
22	Klingenstein Fields Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Ehrenkranz Partners LP	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	39 contacts →
	Partial evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 20, 2026
24	Avestar Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	39 contacts →
	Partial evidence “Avestar Capital is a modern, client-centric independent advisory firm that simplifies and integrates our clients’ financial and business lives by uniquely connecting human…” Source: RevenueBase Database · checked Sep 20, 2026
25	National Executive Service Corps	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	33 contacts →
	Indirect evidence “National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” 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 272 philanthropic advisory firms based in New York, United States

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Philanthropic advisory firms based in New York, United States at a glance

As of Sep 20, 2026

61.8%Verified-email coverage

19.0Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

173

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 272 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 New York, 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 New York 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, 3,185 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 New York, United States?

RevenueBase identified 272 philanthropic advisory firms headquartered in New York, 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?

Cerity Partners, headquartered in New York, 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 3,185 verified decision-maker contacts tracked across these 272 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.