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Top Financial Advisor Firms Serving Charitable Organizations

Published on May 12, 2020


In the last two months, the world and business as we know it has drastically changed. Navigating these unchartered waters has been difficult for not only firms, but the customers and organizations they serve.


That being said, here at investor.com, we wanted to take this opportunity to applaud the financial advisor firms who have gone above and beyond in their service to charitable organizations.




"Our mission at investor.com is to be a trusted resource for Americans researching and comparing financial advisors," said Jessica Hoelscher, director of data and research. "Because of our focus on consumer advocacy, we thought it was very important to highlight and recognize firms who have committed to helping charitable organizations, as oftentimes, these acts of service are not brought to the forefront."


Financial advisors can do a lot for non-profits. Sitting down with an advisor can help uncover redundant expenditures, set financial goals, and create a comprehensive financial plan. By outsourcing financial responsibilities to a trusted advisor, non-profits and charitable organizations can free up time, allowing for a more intense focus on the mission of the charity.


Utilizing the following qualifiers, the RIAs listed below have been named the 2020 Top Charitable Financial Advisor Firms. More than 7,000 firms were analyzed to compile this list.


Qualifiers (data as of May 4, 2020) 

  • Must be Trusted by investor.com according to the Trust Algorithm.
  • Must have a clean disciplinary history.
  • Must have at least 10% or greater of total client base with charitable organizations.
  • Must have at least 10% or greater of total AUM with charitable organizations.

Congratulations, and thank you for all that you do for your clients!

Firm Year Registered Headquarters % of Charitable clients % of Charitable AUM
1492 Capital Management 2009 Milwaukee, WI 11% 15%
Accuvest Global Advisors 2008 Walnut Creek, CA 10% 18%
Aetos Alternatives Management 2001 New York, NY 24% 40%
Agincourt Capital Management 1999 Richmond, VA 42% 14%
Alaska Permanent Capital Management CO 1991 Anchorage, AK 23% 11%
Alesco Advisors 2000 120 Office Park Way Pittsford, NY 17% 47%
Alphaone Investment Services 2009 Berwyn, PA 19% 26%
American Trust Investment Advisors 2001 Lebanon, NH 18% 60%
Angeles Investment Advisors 2001 Santa Monica, CA 57% 32%
Appomattox Advisory 2010 New York, NY 21% 33%
Arbiter Partners 2011 New York, NY 11% 11%
Arcadia Investment Management Corp 1987 125 South Kalamazoo Mall, Ste 306 Kalamazoo, MI 17% 17%
Ascension Investment Management 2012 Clayton, MO 88% 38%
Ashford Capital Management 1980 Wilmington, DE 22% 28%
Asset Strategy Consultants 1998 Hunt Valley, MD 37% 13%
Aureus Asset Management 2005 One Winthrop Square Boston, MA 10% 70%
Avivar Capital 2015 North Hollywood, CA 100% 100%
Bahl & Gaynor 1990 Cincinnati, OH 10% 23%
Bares Capital Management 2005 Austin, TX 55% 13%
Beaton Management Co 1984 Haverhill, MA 16% 22%
Blue Edge Capital 2013 Richmond, VA 12% 17%
Boston Common Asset Management 2002 Boston, MA 23% 16%
Broad Run Investment Management 2012 Arlington, VA 22% 12%
Buckhead Capital Management 2000 Atlanta, GA 18% 65%
Cambridge Associates 1978 Boston, MA 56% 55%
Capricorn Investment Group 2008 Palo Alto, CA 19% 21%
Cardinal Capital Management 1995 Greenwich, CT 24% 13%
Checks & Balances 2001 Atlanta, GA 13% 10%
Chelsea Management Company 1971 Los Angeles, CA 11% 12%
Chicago Equity Partners 2000 Chicago, IL 45% 17%
Clearbrook Investment Solutions 2011 New York, NY 22% 33%
Colonial Consulting 2004 New York, NY 86% 92%
Cornerstone Advisors Asset Management 2006 Bethlehem, PA 15% 19%
Cornerstone Capital 1978 Palo Alto, CA 11% 15%
Cornerstone Capital 2014 New York, NY 24% 11%
Cornerstone Management 2004 Peachtree Corners, GA 28% 76%
Crescent Capital Consulting 2010 New Orleans, LA 19% 48%
Cullen, Patterson Capital Management 2014 3487 Wonder View Place Los Angeles, CA 33% 95%
Cynosure Management 2015 Salt Lake City, UT 20% 40%
DHK Financial Advisors 1993 Portsmouth, NH 78% 91%
Delphi Management 1983 Boston, MA 10% 27%
Dimeo Schneider & Associates 1995 Chicago, IL 32% 27%
Disciplined Growth Investors 1996 Minneapolis, MN 13% 18%
Eagle Capital Management 1995 499 Park Ave New York, NY 15% 22%
Ellwood 1981 Chicago, IL 67% 80%
Essex Investment Management Company 1998 Boston, MA 11% 11%
F L Putnam Investment Management Co. 1984 G Wellesley, MA 11% 31%
FEG 2002 Cincinnati, OH 49% 37%
Fiduciary Investment Advisors 2006 100 Northfield Drive Windsor, CT 25% 14%
FiduciaryVest 2005 Atlanta, GA 35% 47%
Focused Investors 2006 Los Angeles, CA 30% 11%
Fourth Street Performance Partners 1992 Covington, KY 41% 83%
GW Financial 1983 Costa Mesa, CA 11% 14%
Garcia Hamilton & Associates 1998 Houston, TX 31% 15%
Gerber/taylor Associates 1999 Memphis, TN 24% 42%
Grey Street Capital 2017 Chicago, IL 16% 14%
Greycourt & Co 2001 Pittsburgh, PA 14% 15%
Griffin Family Partners 2016 Nashville, TN 17% 27%
HS Management Partners 2007 New York, NY 35% 47%
Harpswell Capital Advisors 2017 New Gloucester, ME 58% 50%
Harrington Investments 1982 Napa, CA 13% 13%
IPEX 2010 Plymouth, MI 53% 86%
Income Research + Management 1987 Boston, MA 19% 15%
Iridian Asset Management 1995 276 Post RD West Westport, CT 41% 23%
JKMilne Asset Management 2004 Fort Myers, FL 20% 82%
JNB Advisors 2005 Albany, NY 13% 16%
John W. Bristol & Co. 1978 New York, NY 42% 35%
Lumina Wealth Management 2017 Wilmington, NC 10% 20%
Mangham Associates 1994 Charlottesville, VA 53% 52%
Mark Asset Management 1987 New York, NY 14% 14%
Marvin & Palmer Associates 1986 200 Bellevue Parkway, Ste 220 Wilmington, DE 14% 15%
McCutchen Group 2007 Seattle, WA 21% 15%
Mill Creek Capital Advisors 2006 Conshohocken, PA 12% 24%
Morant Wright Management Limited 2006 James's Place London, Swa ns United Kingdom 33% 33%
Mount Vernon Associates 1986 575 S Charles Street, Ste 401 Baltimore, MD 10% 22%
Mozaic 2008 Beverly Hills, CA 10% 10%
NEPC 1990 Boston, MA 20% 19%
NEW Providence Asset Management 2006 New York, NY 33% 19%
Neumeier Poma Investment Counsel 1985 Carmel, CA 30% 28%
Newsouth Capital Management 1985 Memphis, TN 21% 23%
Oak City Consulting 2012 No data 24% 98%
Offit Capital 2007 New York, NY 15% 20%
Paragon Advisors 1997 Shaker Heights, OH 11% 11%
Paul Comstock Partners 1984 Houston, TX 12% 25%
Porter White Investment Advisors 2005 Blvd North Birmingham, AL 11% 16%
Raffa Wealth Management 2007 Washington, DC 50% 66%
Real Estate Management Services Group 2002 Naples, FL 19% 13%
Regis Management Company 2008 Menlo Park, CA 11% 20%
Richmond Capital Management 1982 Richmond, VA 24% 16%
Roanoke Asset Management Corp 1978 Jersey City, NJ 15% 18%
SIT Investment Associates 1981 Minneapolis, MN 14% 10%
Sailingstone Capital Partners 2013 Larkspur, CA 80% 26%
Sasco Capital 1985 Fairfield, CT 17% 14%
Sawgrass Asset Management 1998 Jacksonville Beach, FL 12% 11%
Sellwood Consulting 2012 Portland, OR 44% 61%
Speece Thorson Capital Group 1992 Minneapolis, MN 23% 16%
Strategic Investment Management 1988 Arlington, VA 34% 21%
Summit Rock Advisors 2007 New York, NY 21% 16%
Summit Street Capital Management 2012 New York, NY 33% 26%
Syntrinsic Investment Counsel 2008 Denver, CO 44% 73%
The Caprock Group 2002 Boise, ID 11% 14%
Tillman Hartley 1999 Nashville, TN 12% 17%
Towle & Co. 1981 ST Louis, MO 14% 13%
Trillium Asset Management 1982 Boston, MA 12% 14%
Twin Capital Management 1990 Mcmurray, PA 14% 18%
Valicenti Advisory Services 1983 Elmira, NY 10% 10%
Weaver C. Barksdale & Associates 1984 Nashville, TN 13% 12%
YON Drake & Associates 1995 Columbia, SC 100% 84%
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