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, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $43 million to $223 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 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 Healthcare Community Securities Cor, Towers Watson, Ameriprise Financial Services, Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., NFP Retirement Inc., Cambridge Investment Research Inc, Ubs Financial Services, Inc., Northwestern Mutual Investment Serv, and Capfinancial Partners, LLC.
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