Cadaret Grant and Company is a firm that provides insurance agent or broker, investment management, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, New York, and South Carolina (although they are present in other states as well).
Most Cadaret Grant and Company clients are labor unions, hospitals, services for the elderly and people with disabilities, individual and family services, and grantmaking foundations with revenues ranging from $11 million to $5.1 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH |
| 2 | Stephen Siller Tunnel To Towers Foundation | 501(c)(3) | Staten Island, NY |
| 3 | Ohio District 5 Area Agency on Aging | 501(c)(3) | Ontario, OH |
| 4 | OCAB Community Action Agency | 501(c)(3) | Orangeburg, SC |
| 5 | BCTGM International Union - 19 | 501(c)(5) | Cleveland, OH |
| 6 | Operative Plasterers' and Cement Masons' International Association - Opcmia Local 9 | 501(c)(5) | North Tonawanda, NY |
Competitors to Cadaret Grant and Company in the nonprofit sector include Stifel Nicolaus, Royal Alliance Associates Inc, The Variable Annuity Life Insurance, Healthcare Community Securities Cor, United Of Omaha, Northwestern Mutual Investment Serv, Proaccount, CBIZ Retirement Plan Services, Voya, and Leafhouse Financial Advisors, LLC.
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