Company lists · Data refreshed September 2026

Top 18 Philanthropic advisory firms based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 39 companies tracked

RevenueBase identified 39 company matches for philanthropic advisory firms associated with Phoenix, United States as of September 2026 and tracks 211 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Phoenix has 39.

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

39Companies

211Contacts tracked

122Verified emails

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The 18 largest philanthropic advisory firms based in Phoenix, United States

Ranked by team size

Top 18 of 39 company matches for philanthropic advisory firms based in Phoenix, 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	Versant Capital Management, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Offices in Dallas and Phoenix serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Social Venture Partners Arizona	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Social Venture Partners Arizona (SVPAZ) takes a venture capital approach to philanthropy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	The Forakis LAW Firm, PLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “We are Arizona’s premiere estate, business and charitable planning law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Mathis Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Reliant Group Holdings, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Maher Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Discover the values of your values The financial advisors at Maher Wealth Management believe that the only way to help our clients is to make sure that the values held dear to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	NCF Southwest	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We offer creative solutions and tax-smart strategies to help you give more efficiently, to wisely steward your resources, and to make the biggest possible impact in the areas of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	The Lodestar Foundation	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our mission is to maximize the leverage of philanthropic dollars, time and effort through the pursuit of two strategies: 1) to increase philanthropic resources by supporting…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Fusion Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning \| Wealth Protection Strategies \| Maximizing Charitable Gifts \|…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	L. ROY Papp & Associates LLP	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Wiser Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Knapp Capital Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Knapp Capital Management is an independent financial advising firm in Phoenix, Arizona.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Farnam Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Nonprofit Nerd	Exact match	Phoenix, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Do you have a problem that keeps you up at night?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Bluemount Financial, LLC	Exact match	Phoenix, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Essential Investing	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Essential Investing is a Registered Investment Advisor that focuses on building and preserving our clients' wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Gonzalez Consulting Group Corporation	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Experienced consultant with a demonstrated history of working in the philanthropic and nonprofit industry in Arizona and nationally for over 20 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Pogson & Matt Wealth Management Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Pogson & Matt Wealth Management Group (PMWMG) is an independent financial planning and investment advisory firm.” 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 18 of 39 philanthropic advisory firms based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

57.8%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

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 Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 39 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 Phoenix, 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 122 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 Phoenix, United States?

RevenueBase identified 39 company matches for philanthropic advisory firms associated with Phoenix, 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?

Versant Capital Management, INC 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). Phoenix has 39.

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 122 professional contacts with verified work emails tracked across these 39 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.