Company lists · Data refreshed November 2026
Top 25 Philanthropic advisory services based in the United States
RevenueBase identified 2,036 company matches for philanthropic advisory services associated with the United States as of November 2026 and tracks 23,238 professional contacts across them, including 11,744 with verified work emails. New York is the largest hub.
This list covers company matches for philanthropic advisory services associated with the 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 November 6, 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.
The 25 largest philanthropic advisory services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,054 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,745 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 578 contacts → | ||||
Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 505 contacts → | ||||
Exact match “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 491 contacts → | ||||
Exact match “Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 433 contacts → | ||||
Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 418 contacts → | ||||
Exact match “Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 322 contacts → | ||||
Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 302 contacts → | ||||
Exact match “At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 295 contacts → | ||||
Exact match “As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 289 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 273 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 213 contacts → | ||||
Exact match “We are M+R.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 192 contacts → | ||||
Exact match “The Council on Foundations is a nonprofit membership association that serves as a guide for philanthropies as they advance the greater good.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 190 contacts → | ||||
Exact match “Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 164 contacts → | ||||
Exact match “Vanguard Charitable is a leading U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 157 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 149 contacts → | ||||
Exact match “AmPhil exists to promote the art of civil association by helping philanthropists, charitable foundations, and nonprofit organizations grow and flourish through practical guidance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 129 contacts → | ||||
Exact match “f -$25 ://./2026/06/22/-2026.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 127 contacts → | ||||
Exact match “Arabella Advisors is a professional services firm that provides administrative, operational, and strategic support to nonprofits, foundations, and individual donors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 119 contacts → | ||||
Exact match “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 114 contacts → | ||||
Exact match “FirstDay Foundation is a charitable foundation created to provide philanthropic grants, management and governance services to nonprofit organizations doing good work in local…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 111 contacts → | ||||
Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 108 contacts → | ||||
Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 108 contacts → | ||||
Exact match “Geneva Global is a mission-driven company that helps foundations, organizations, and individuals achieve positive social change through effective philanthropy.” Recorded in the RevenueBase company graph · Nov 6, 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 services”. 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 2,036 philanthropic advisory services based in the United States
See the full list, filter by size, metro and specialty, and access 11,744 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Philanthropic advisory services based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,036 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 the United States whose business descriptions match “philanthropic advisory services” 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 11,744 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 November 6, 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 services by metro
- Philanthropic advisory services in New York127
- Philanthropic advisory services in Washington58
- Philanthropic advisory services in Chicago55
- Philanthropic advisory services in Atlanta44
- Philanthropic advisory services in Los Angeles40
- Philanthropic advisory services in Boston37
- Philanthropic advisory services in San Francisco34
- Philanthropic advisory services in Dallas30
- Philanthropic advisory services in Denver26
- Philanthropic advisory services in Seattle26
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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory services are there based in the United States?
RevenueBase identified 2,036 company matches for philanthropic advisory services associated with the United States as of November 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?
Mariner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most philanthropic advisory services?
New York leads with 127 company records, followed by Washington (58) and Chicago (55).
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 11,744 professional contacts with verified work emails tracked across these 2,036 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,036 philanthropic advisory services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Philanthropic advisory services by geography
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom
- Philanthropic advisory services based in Atlanta, United States
- Philanthropic advisory services based in Boston, United States
- Philanthropic advisory services based in Chicago, United States
- Philanthropic advisory services based in Dallas, United States
- Philanthropic advisory services based in Denver, United States
- Philanthropic advisory services based in Los Angeles, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom
Company intelligence · public preview
Top 25 philanthropic advisory services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,036 matching company records for philanthropic advisory services based in the United States, with 23,238 tracked contacts and 11,744 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MAI Capital Managementmai.capitalHQ: Cleveland, IL, United StatesReported employees: 501-1,000 | Cleveland, IL, United States | 501-1,000 | Exact match | 578 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Blue Trustbluetrust.comHQ: Alpharetta, TN, United StatesReported employees: 201-500 | Alpharetta, TN, United States | 201-500 | Exact match | 505 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fidelity Charitablefidelitycharitable.orgHQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 491 contacts → |
“Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sequoia Financial Groupsequoia-financial.comHQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  RENreninc.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  National Christian Foundationncfgiving.comHQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Foundation Sourcefoundationsource.comHQ: Fairfield, CT, United StatesReported employees: 201-500 | Fairfield, CT, United States | 201-500 | Exact match | 295 contacts → |
“As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Capincrousecapincrouse.comHQ: Indianapolis, CA, United StatesReported employees: 51-200 | Indianapolis, CA, United States | 51-200 | Exact match | 273 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  M Rmrss.comHQ: Washington, United StatesReported employees: 51-200 | Washington, United States | 51-200 | Exact match | 213 contacts → |
“We are M+R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Council On Foundationscof.orgHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 192 contacts → |
“The Council on Foundations is a nonprofit membership association that serves as a guide for philanthropies as they advance the greater good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Global Impactcharity.orgHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 190 contacts → |
“Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vanguard Charitablevanguardcharitable.orgHQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 157 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Amphilamphil.comHQ: Oak Park, AZ, United StatesReported employees: 51-200 | Oak Park, AZ, United States | 51-200 | Exact match | 149 contacts → |
“AmPhil exists to promote the art of civil association by helping philanthropists, charitable foundations, and nonprofit organizations grow and flourish through practical guidance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pitcairnpitcairn.comHQ: Conshohocken, MD, United StatesReported employees: 51-200 | Conshohocken, MD, United States | 51-200 | Exact match | 129 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Arabella Advisorsarabellaadvisors.comHQ: Washington, NY, United StatesReported employees: 201-500 | Washington, NY, United States | 201-500 | Exact match | 127 contacts → |
“Arabella Advisors is a professional services firm that provides administrative, operational, and strategic support to nonprofits, foundations, and individual donors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Evoke Advisorsevokeadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 119 contacts → |
“Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Firstday Foundationfirstday.foundationHQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 114 contacts → |
“FirstDay Foundation is a charitable foundation created to provide philanthropic grants, management and governance services to nonprofit organizations doing good work in local…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  BIP Wealthbipwealth.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 111 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Loring, Wolcott & Coolidge Trust, LLClwcotrust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 108 contacts → |
“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Geneva Globalgenevaglobal.comHQ: Radnor, PA, United StatesReported employees: 51-200 | Radnor, PA, United States | 51-200 | Exact match | 108 contacts → |
“Geneva Global is a mission-driven company that helps foundations, organizations, and individuals achieve positive social change through effective philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,036 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Philanthropic advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,036 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,036 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory services by metro
- Philanthropic advisory services in New York127
- Philanthropic advisory services in Washington58
- Philanthropic advisory services in Chicago55
- Philanthropic advisory services in Atlanta44
- Philanthropic advisory services in Los Angeles40
- Philanthropic advisory services in Boston37
- Philanthropic advisory services in San Francisco34
- Philanthropic advisory services in Dallas30
- Philanthropic advisory services in Denver26
- Philanthropic advisory services in Seattle26
Questions about this company list
What does Exact match mean for philanthropic advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory services did RevenueBase find based in the United States?
The saved snapshot records 2,036 matching company records, 23,238 tracked contacts and 11,744 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory services by geography
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom
- Philanthropic advisory services based in Atlanta, United States
- Philanthropic advisory services based in Boston, United States
- Philanthropic advisory services based in Chicago, United States
- Philanthropic advisory services based in Dallas, United States
- Philanthropic advisory services based in Denver, United States
- Philanthropic advisory services based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/philanthropic-advisory-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom
Company intelligence · public preview
Top 25 philanthropic advisory services based in the United States
RevenueBase records 2,036 matching company records for philanthropic advisory services based in the United States, with 23,238 tracked contacts and 11,744 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 philanthropic advisory services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,745 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MAI Capital Managementmai.capital HQ: Cleveland, IL, United StatesReported employees: 501-1,000 | Cleveland, IL, United States | 501-1,000 | Exact match | 578 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Blue Trustbluetrust.com HQ: Alpharetta, TN, United StatesReported employees: 201-500 | Alpharetta, TN, United States | 201-500 | Exact match | 505 contacts → |
“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fidelity Charitablefidelitycharitable.org HQ: Boston, KY, United StatesReported employees: 501-1,000 | Boston, KY, United States | 501-1,000 | Exact match | 491 contacts → |
“Fidelity Charitable® is an independent 501(c)(3) public charity that has helped donors support over nonprofit organizations with over $118 billion in grants with our donor-advised…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sequoia Financial Groupsequoia-financial.com HQ: Akron, OH, United StatesReported employees: 201-500 | Akron, OH, United States | 201-500 | Exact match | 433 contacts → |
“At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | RENreninc.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 418 contacts → |
“Ren is the platform for philanthropy at scale, for the advisors who guide it, the organizations who enable it, the charities who turn it into impact, and the donors whose…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | National Christian Foundationncfgiving.com HQ: Alpharetta, GA, United StatesReported employees: 201-500 | Alpharetta, GA, United States | 201-500 | Exact match | 302 contacts → |
“At the National Christian Foundation (NCF), we understand the challenges that come with being entrusted with much.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Foundation Sourcefoundationsource.com HQ: Fairfield, CT, United StatesReported employees: 201-500 | Fairfield, CT, United States | 201-500 | Exact match | 295 contacts → |
“As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capincrousecapincrouse.com HQ: Indianapolis, CA, United StatesReported employees: 51-200 | Indianapolis, CA, United States | 51-200 | Exact match | 273 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | M Rmrss.com HQ: Washington, United StatesReported employees: 51-200 | Washington, United States | 51-200 | Exact match | 213 contacts → |
“We are M+R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Council On Foundationscof.org HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 192 contacts → |
“The Council on Foundations is a nonprofit membership association that serves as a guide for philanthropies as they advance the greater good.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Global Impactcharity.org HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 190 contacts → |
“Global Impact serves as a trusted philanthropy advisor, intermediary, and nonprofit partner for greater giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vanguard Charitablevanguardcharitable.org HQ: Southeastern, PA, United StatesReported employees: 51-200 | Southeastern, PA, United States | 51-200 | Exact match | 164 contacts → |
“Vanguard Charitable is a leading U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 157 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Amphilamphil.com HQ: Oak Park, AZ, United StatesReported employees: 51-200 | Oak Park, AZ, United States | 51-200 | Exact match | 149 contacts → |
“AmPhil exists to promote the art of civil association by helping philanthropists, charitable foundations, and nonprofit organizations grow and flourish through practical guidance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pitcairnpitcairn.com HQ: Conshohocken, MD, United StatesReported employees: 51-200 | Conshohocken, MD, United States | 51-200 | Exact match | 129 contacts → |
“f -$25 ://./2026/06/22/-2026.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arabella Advisorsarabellaadvisors.com HQ: Washington, NY, United StatesReported employees: 201-500 | Washington, NY, United States | 201-500 | Exact match | 127 contacts → |
“Arabella Advisors is a professional services firm that provides administrative, operational, and strategic support to nonprofits, foundations, and individual donors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Evoke Advisorsevokeadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 119 contacts → |
“Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Firstday Foundationfirstday.foundation HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 114 contacts → |
“FirstDay Foundation is a charitable foundation created to provide philanthropic grants, management and governance services to nonprofit organizations doing good work in local…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | BIP Wealthbipwealth.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 111 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Loring, Wolcott & Coolidge Trust, LLClwcotrust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 108 contacts → |
“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Geneva Globalgenevaglobal.com HQ: Radnor, PA, United StatesReported employees: 51-200 | Radnor, PA, United States | 51-200 | Exact match | 108 contacts → |
“Geneva Global is a mission-driven company that helps foundations, organizations, and individuals achieve positive social change through effective philanthropy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,036 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Philanthropic advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,036 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,036 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory services by metro
- Philanthropic advisory services in New York127
- Philanthropic advisory services in Washington58
- Philanthropic advisory services in Chicago55
- Philanthropic advisory services in Atlanta44
- Philanthropic advisory services in Los Angeles40
- Philanthropic advisory services in Boston37
- Philanthropic advisory services in San Francisco34
- Philanthropic advisory services in Dallas30
- Philanthropic advisory services in Denver26
- Philanthropic advisory services in Seattle26
Questions about this company list
What does Exact match mean for philanthropic advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory services did RevenueBase find based in the United States?
The saved snapshot records 2,036 matching company records, 23,238 tracked contacts and 11,744 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory services by geography
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom
- Philanthropic advisory services based in Atlanta, United States
- Philanthropic advisory services based in Boston, United States
- Philanthropic advisory services based in Chicago, United States
- Philanthropic advisory services based in Dallas, United States
- Philanthropic advisory services based in Denver, United States
- Philanthropic advisory services based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 philanthropic advisory services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/philanthropic-advisory-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory services based in Melbourne, Australia
- Philanthropic advisory services based in Sydney, Australia
- Philanthropic advisory services based in Sao Paulo, Brazil
- Philanthropic advisory services based in Toronto, Canada
- Philanthropic advisory services based in Paris, France
- Philanthropic advisory services based in London, United Kingdom