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 $12 million to $43 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 | Ofl-Duarte | 501(c)(3) | Pasadena, CA | ||
| 5 | Park Center / Rick Henvey | 501(c)(3) | Fort Wayne, IN | ||
| 6 | Valley Community Services (VCS) | 501(c)(3) | MT Pleasant, PA | ||
| 7 | Bay Clinic | 501(c)(3) | Hilo, HI | ||
| 8 | Bethany Lutheran Home For The Aged | 501(c)(3) | Sioux Falls, SD | ||
| 9 | Williamsport Home | 501(c)(3) | Williamsport, PA | ||
| 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 Minnesota Life Insurance Company, Northwestern Mutual Investment Serv, Lincoln Financial Group, United Of Omaha, LPL Financial, Raymond James Financial Services, Mma Securities LLC, RBC Capital Markets, Capfinancial Partners, LLC, and Proaccount.
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