Advisory Research is a firm that provides investment management, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, New York, Pennsylvania, and Virginia (although they are present in other states as well).
Most Advisory Research clients are colleges, universities, and professional schools, labor unions, and grantmaking foundations with revenues ranging from $11 million to $7.5 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | University of Pennsylvania (Penn) | 501(c)(3) | Philadelphia, PA |
| 2 | Roderick and Solange Macarthur Justice Center | 501(c)(3) | Niles, IL |
| 3 | Danville Regional Foundation (DRF) | 501(c)(3) | Danville, VA |
| 4 | National Organization of Industrial Trade Unions | 501(c)(5) | Jamaica, NY |
Competitors to Advisory Research in the nonprofit sector include Raymond James Financial Services, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Cambridge Investment Research, Oneamerica Retirement Services LLC, Segall Bryant and Hamill, Prime Buchholz and Associates, Voya, Principal, and Leafhouse Financial Advisors, LLC.
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