Cetera Advisors LLC is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Ohio (although they are present in other states as well).
Most Cetera Advisors LLC clients are outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, services for the elderly and people with disabilities, grantmaking foundations, social advocacy organizations, and civic and social organizations with revenues ranging from $16 million to $82 million.
Previous legal names, trade names, or just variations of their name include: Cetera Advisors.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Access Unlimited | 501(c)(3) | Elizabeth, NJ | ||
| 2 | Kline Galland | 501(c)(3) | Seattle, WA | ||
| 3 | New York City Bar Association | 501(c)(6) | New York, NY | ||
| 4 | Lampert Family Foundation | 501(c)(3) | San Francisco, CA | ||
| 5 | Aunt Martha's Health and Wellness | 501(c)(3) | Olympia Fields, IL | ||
| 6 | Emerge | 501(c)(3) | Columbia, MD | ||
| 7 | Global Citizen | 501(c)(3) | New York, NY | ||
| 8 | Milwaukee Art Museum | 501(c)(3) | Milwaukee, WI | ||
| 9 | Sacramento Zoological Society | 501(c)(3) | Sacramento, CA | ||
| 10 | Sheltering Arms Hospital Foundation | 501(c)(3) | Athens, OH | ||
| ... | and 15 more Cetera Advisors LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cetera Advisors LLC in the nonprofit sector include Ubs Financial Services, Cambridge Investment Research Inc, Captrust, Ameriprise Financial Services, Mma Securities LLC, Cambridge Investment Research, Morningstar, NFP Retirement Inc., Proaccount, and CBIZ Retirement Plan Services.
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