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 $18 million to $99 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 3 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 4 | Public Library of Science (PLOS) | 501(c)(3) | San Francisco, CA | ||
| 5 | Animal Humane Society | 501(c)(3) | Golden Valley, MN | ||
| 6 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 7 | Wayfinder Family Services | 501(c)(3) | Los Angeles, CA | ||
| 8 | Defenders of Wildlife | 501(c)(3) | Washington, DC | ||
| 9 | San Francisco Ballet | 501(c)(3) | San Francisco, CA | ||
| 10 | Jevs Human Services | 501(c)(3) | Philadelphia, PA | ||
| ... | and 204 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, Ubs Financial Services, Inc., Lincoln Financial Group, JP Morgan Chase, The Segal Company, Ameriprise Financial Services, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Adp, and Morningstar.
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