Advised Assets Group is a firm that provides investment management, financial advisor, insurance agent or broker, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).
Most Advised Assets Group clients are assisted living and continuing care retirement communities and hospitals with revenues ranging from $10 million to $42 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | IFCJ Stand for Israel Guardians of Israel Isaiah 58 on Wings of Eagles | 501(c)(3) | Chicago, IL | ||
| 2 | Jenner's Pond | 501(c)(3) | Bala Cynwyd, PA | ||
| 3 | Children's Museum of Pittsburgh | 501(c)(3) | Pittsburgh, PA | ||
| 4 | Park Center / Rick Henvey | 501(c)(3) | Fort Wayne, IN | ||
| 5 | Ofl-Duarte | 501(c)(3) | Pasadena, CA | ||
| 6 | Valley Community Services (VCS) | 501(c)(3) | MT Pleasant, PA | ||
| 7 | Bay Clinic | 501(c)(3) | Hilo, HI | ||
| 8 | Williamsport Home | 501(c)(3) | Williamsport, PA | ||
| 9 | Bethany Lutheran Home For The Aged | 501(c)(3) | Sioux Falls, SD | ||
| 10 | Sunrise Retirement Community | 501(c)(3) | Sioux City, IA | ||
| ... | and 4 more Advised Assets Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group in the nonprofit sector include Lincoln National Life Insurance, Merrill Lynch, Commonwealth Financial Network, Global Retirement Partners LLC, Valic, Voya, Leafhouse Financial Advisors, LLC, CBIZ Benefits and Insurance Services, Lincoln Financial Group, and Merrill Lynch Life Agency.
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