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, Maryland, and Arizona (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 $40 million to $181 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Academy of Family Physicians | 501(c)(6) | Leawood, KS | ||
| 2 | Goucher College | 501(c)(3) | Baltimore, MD | ||
| 3 | Rockefeller Philanthropy Advisors (RPA) | 501(c)(3) | New York, NY | ||
| 4 | Donald Danforth Plant Science Center | 501(c)(3) | Saint Louis, MO | ||
| 5 | John Carroll University | 501(c)(3) | University Heights, OH | ||
| 6 | Webster University | 501(c)(3) | St Louis, MO | ||
| 7 | Baldwin Wallace University | 501(c)(3) | Berea, OH | ||
| 8 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 9 | St. John's College (SJC) | 501(c)(3) | Annapolis, MD | ||
| 10 | PMHCC | 501(c)(3) | Philadelphia, PA | ||
| ... | and 30 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 Group, Inc., Newport Trust Company, Sei Investments, Vanguard Group, Inc., Sageview Advisory Group, LLC, Morgan Stanley Smith Barney LLC, RBC Wealth Management, Alerus Financial, N.a., Global Retirement Partners LLC, and Kestra Advisory Services LLC.
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