Top Non-profit Wealth Management Companies

Discover top Wealth Management companies with proven expertise in the Non-profit industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

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3 Companies

Top Non-profit Wealth Management Companies

Vistica Wealth AdvisorsProfile set up by Edverise AI
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev…
Highlights
2-9
Employees
Carlsbad, California, United States
Location
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Barnes Wendling CPAsProfile set up by Edverise AI
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At Barnes Wendling CPAs, our primary focus is on client service, which aims to enhance and uphold your net worth. Whether you are a multi-business owner or an affluent individual, we provide you with important insights, resources, and guidance to help you make informed financial choices that will in…
Highlights
50-249
Employees
Cleveland, Ohio, United States
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
SD Mayer & Associates LLPProfile set up by Edverise AI
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SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, United States
Location
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“No AI summary available for this company yet.”

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