Advised Assets Group, LLC is a firm that provides investment management, financial advisor, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Advised Assets Group, LLC clients are outpatient health care practitioners and facilities, hospitals, child and youth services, services for the elderly and people with disabilities, and individual and family services with revenues ranging from $14 million to $153 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Council on the Aging (NCOA) | 501(c)(3) | Arlington, VA | ||
| 2 | International Rescue Committee (IRC) | 501(c)(3) | New York, NY | ||
| 3 | NeighborWorks America | 501(c)(3) | Washington, DC | ||
| 4 | Jevs Human Services | 501(c)(3) | Philadelphia, PA | ||
| 5 | Airlines for America (A4A) | 501(c)(6) | Washington, DC | ||
| 6 | Maple Grove Hospital (MGH) | 501(c)(3) | Maple Grove, MN | ||
| 7 | Northwest Kidney Centers | 501(c)(3) | Seatac, WA | ||
| 8 | Kqed | 501(c)(3) | San Francisco, CA | ||
| 9 | Momentum for Health | 501(c)(3) | San Jose, CA | ||
| 10 | Go Kids | 501(c)(3) | Gilroy, CA | ||
| ... | and 59 more Advised Assets Group, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group, LLC in the nonprofit sector include Ubs Financial Services, Inc., Minnesota Life Insurance Company, Adp, The Segal Company, Lincoln Financial Group, Morningstar, NFP Retirement Inc., Capfinancial Partners, LLC, JP Morgan Chase, and Ameriprise Financial Services.
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