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 and hospitals with revenues ranging from $15 million to $98 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 | San Francisco Ballet | 501(c)(3) | San Francisco, CA | ||
| 6 | Sierra Canyon School | 501(c)(3) | Chatsworth, CA | ||
| 7 | Airlines for America (A4A) | 501(c)(6) | Washington, DC | ||
| 8 | Junipero Serra Catholic High School | 501(c)(3) | San Juan Capistrano, CA | ||
| 9 | Landmark School | 501(c)(3) | Prides Crossing, MA | ||
| 10 | EIHAB Human Services | 501(c)(3) | Jamaica, NY | ||
| ... | and 96 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 Morningstar, Minnesota Life Insurance Company, Ameriprise Financial Services, Adp, LPL Financial, Lincoln Financial Group, NFP Retirement Inc., Voya Retirement Insurance and Annuity Co., JP Morgan Chase, and The Segal Company.
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