CBIZ Investment Advisory Services is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, Arizona, Missouri, and Maryland (although they are present in other states as well).
Most CBIZ Investment Advisory Services clients are colleges, universities, and professional schools and outpatient health care practitioners and facilities with revenues ranging from $45 million to $222 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Rockefeller Philanthropy Advisors (RPA) | 501(c)(3) | New York, NY | ||
| 2 | John Carroll University | 501(c)(3) | University Heights, OH | ||
| 3 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 4 | Webster University | 501(c)(3) | Saint Louis, MO | ||
| 5 | Baldwin Wallace University | 501(c)(3) | Berea, OH | ||
| 6 | Washington College | 501(c)(3) | Chestertown, MD | ||
| 7 | Western Reserve Area Agency on Aging (WRAAA) | 501(c)(3) | Cleveland, OH | ||
| 8 | PMHCC | 501(c)(3) | Philadelphia, PA | ||
| 9 | Pinewood School | 501(c)(3) | Los Altos, CA | ||
| 10 | Sun Life Family Health Center | 501(c)(3) | Case Grande, AZ | ||
| ... | and 42 more CBIZ Investment Advisory Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to CBIZ Investment Advisory Services in the nonprofit sector include Newport Trust Company, Income Research and Management, Sageview Advisory Group, LLC, Planpilot, LLC, Pension Assurance LLP, Usi Advisors Inc, RBC Wealth Management, Vanguard Group, Inc., Sei Investments, and Newport Group, Inc..
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.