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 company matches for philanthropic advisory firms associated with New York, United States as of September 2026 and tracks 5,155 professional contacts across them, including 3,185 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for philanthropic advisory firms associated with New York, 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

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 company matches for philanthropic advisory firms based in New York, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	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
2	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	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
3	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	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
4	Ncheng LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	197 contacts →
	Exact match “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	182 contacts →
	Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	173 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Summit Trail Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	105 contacts →
	Exact match “Our purpose is to simplify the challenges that come with generational wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	90 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Offit Capital	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	79 contacts →
	Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Summit Rock Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	76 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	NEO Philanthropy	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	76 contacts →
	Exact match “Launched in 1983 as Public Interest Projects, a 501(c)3 public charity, NEO Philanthropy is a national leader in innovative philanthropic solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Crewcial Partners LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	65 contacts →
	Exact match “We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Graham-Pelton	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	59 contacts →
	Exact match “Graham-Pelton is the fundraising consulting firm chosen by leading nonprofits worldwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	BDO FMA	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	54 contacts →
	Exact match “BDO FMA exists to build a community of individuals with the confidence and skills to lead organizations that change the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Willett Advisors LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	48 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Wellington Shields	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	47 contacts →
	Exact match “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Elma Philanthropies	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	45 contacts →
	Exact match “The ELMA Philanthropies provides philanthropic advisory services to the ELMA Group of Foundations from offices in New York, Cape Town, Johannesburg, and Kampala.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Faircom NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	44 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Perlman & Perlman, LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	44 contacts →
	Exact match “Perlman & Perlman is a dedicated team of attorneys united by a common mission: to make the world a better place.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Changing OUR World	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	44 contacts →
	Exact match “Changing Our World is a trusted social impact consulting firm that advises leading corporations and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Avestar Capital	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Avestar Capital is a modern, client-centric independent advisory firm that simplifies and integrates our clients’ financial and business lives by uniquely connecting human…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	National Executive Service Corps	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	33 contacts →
	Exact match “National Executive Services Corps (NESC) is a nonprofit professional services firm offering high-quality and affordable management consulting, executive search, and financial…” 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 272 philanthropic advisory firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 3,185 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 New York, 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 3,185 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 New York, United States?

RevenueBase identified 272 company matches for philanthropic advisory firms associated with New York, 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?

Cerity Partners 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).

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 3,185 professional contacts with verified work emails tracked across these 272 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.