Cambridge Investment Research is a firm that provides insurance agent or broker, investment management, financial advisor, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and Pennsylvania (although they are present in other states as well).
Most Cambridge Investment Research clients are outpatient health care practitioners and facilities, hospitals, vocational rehabilitation services, and trade associations with revenues ranging from $19 million to $572 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | American National Standards Institute (ANSI) | 501(c)(3) | New York, NY | ||
| 3 | Proteus Fund | 501(c)(3) | Waltham, MA | ||
| 4 | New England College of Optometry (NECO) | 501(c)(3) | Boston, MA | ||
| 5 | Hopewell | 501(c)(3) | Dedham, MA | ||
| 6 | Neighborhealth Corporation (EBNHC) | 501(c)(3) | East Boston, MA | ||
| 7 | Goodwill of North Georgia | 501(c)(3) | Decatur, GA | ||
| 8 | North Suffolk Community Services | 501(c)(3) | Chelsea, MA | ||
| 9 | Broadmead | 501(c)(3) | Cockeysville, MD | ||
| 10 | Planned Parenthood League of Massachusetts (PPLM) | 501(c)(3) | Boston, MA | ||
| ... | and 28 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Investment Research in the nonprofit sector include Royal Alliance Associates Inc, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, Kestra Investment Services LLC, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Stifel Nicolaus, Cetera Advisor Networks, LLC, Osaic Wealth, Inc., and Usi Consulting Group.
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