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, Maryland, and Missouri (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 $46 million to $215 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 | St. John's College (SJC) | 501(c)(3) | Annapolis, MD | ||
| 9 | PMHCC | 501(c)(3) | Philadelphia, PA | ||
| 10 | Pinewood School | 501(c)(3) | Los Altos, CA | ||
| ... | and 41 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 State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Resources Investment Advisors, Inc., Royal Alliance Associates Inc, Mercer, Cpi Qualified Plan Consultants, Reliance Trust Company, Usi Consulting Group, Edward Jones, and Merrill Lynch Pierce Fenner and Smith.
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