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, and child and youth services with revenues ranging from $14 million to $150 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Council on the Aging (NCOA) | 501(c)(3) | Arlington, VA | ||
| 2 | Defenders of Wildlife | 501(c)(3) | Washington, DC | ||
| 3 | International Rescue Committee (IRC) | 501(c)(3) | New York, NY | ||
| 4 | NeighborWorks America | 501(c)(3) | Washington, DC | ||
| 5 | Sierra Canyon School | 501(c)(3) | Chatsworth, CA | ||
| 6 | Airlines for America (A4A) | 501(c)(6) | Washington, DC | ||
| 7 | Maple Grove Hospital (MGH) | 501(c)(3) | Maple Grove, MN | ||
| 8 | Northwest Kidney Centers | 501(c)(3) | Seatac, WA | ||
| 9 | Kqed | 501(c)(3) | San Francisco, CA | ||
| 10 | Jevs Human Services | 501(c)(3) | Philadelphia, PA | ||
| ... | and 61 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 Usi Consulting Group, Mutual Of America, Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Nationwide, Metlife, Mutual Of America Life Insurance Company, National Financial Services, Marsh and Mclennan Agency, and Marsh and Mclennan Agency, LLC.
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