Colonial Consulting is a firm that provides financial advisor, investment management, consulting services, professional and technical services, and outsourced management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Florida, Pennsylvania, and Wisconsin (although they are present in other states as well).
Most Colonial Consulting clients are health and disease research fundraising organizations and grantmaking foundations with revenues ranging from $3.9 million to $40 million.
Previous legal names, trade names, or just variations of their name include: Colonial Consulting LLC; and Colonial Consulting Corporation.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Roswell Park Alliance Foundation | 501(c)(3) | Buffalo, NY |
| 2 | Mitchell Wolfson SR Foundation | 501(c)(3) | Miami, FL |
| 3 | Community Foundation for Greater Buffalo (CFGB) | 501(c)(3) | Buffalo, NY |
| 4 | S.H. Cowell Foundation | 501(c)(3) | San Francisco, CA |
| 5 | The Mary Louise Curtis Bok Foundation | 501(c)(3) | Philadelphia, PA |
| 6 | Herbert H Kohl Charities | 501(c)(3) | Milwaukee, WI |
Competitors to Colonial Consulting in the nonprofit sector include Dimeo Schneider, Cambridge Investment Research, Morningstar, Mma Securities LLC, NFP Retirement Inc., Raymond James Financial Services, CBIZ Retirement Plan Services, Fiduciary Investment Advisors, Towers Watson, and Segall Bryant and Hamill.
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