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 and hospitals with revenues ranging from $21 million to $404 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 | HealthLinc | 501(c)(3) | Valparaiso, IN | ||
| 10 | Easterseals Michigan | 501(c)(3) | Auburn Hills, MI | ||
| ... | and 31 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, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Cetera Advisor Networks, LLC, Marsh and Mclennan Agency, Osaic Wealth, Inc., Marsh and Mclennan Agency, LLC, Stifel Nicolaus, Kestra Investment Services LLC, and Usi Consulting Group.
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