Fiduciary Investment Advisors is a firm that provides financial advisor, consulting services, investment management, insurance, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Connecticut, Rhode Island, and Maine (although they are present in other states as well).
Most Fiduciary Investment Advisors clients are libraries and archives, elementary and secondary schools, hospitals, emergency and relief services, professional associations, and grantmaking foundations with revenues ranging from $2.4 million to $306 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Save the Children Federation | 501(c)(3) | Fairfield, CT |
| 2 | South County Hospital Healthcare System | 501(c)(3) | Wakefield, RI |
| 3 | Kent School | 501(c)(3) | Kent, CT |
| 4 | American Mathematical Society (AMS) | 501(c)(3) | Providence, RI |
| 5 | The City College 21ST Century Foundation | 501(c)(3) | New York, NY |
| 6 | Providence Public Library | 501(c)(3) | Providence, RI |
| 7 | The Burkehaven Family Foundation | 501(c)(3) | West Roxbury, MA |
| 8 | LincolnHealth Group | 501(c)(3) | Boothbay Harbor, ME |
| 9 | Legacy Echn | 501(c)(3) | Glastonbury, CT |
| 10 | Franklin Community Health Network | 501(c)(3) | Farmington, ME |
Competitors to Fiduciary Investment Advisors in the nonprofit sector include Healthcare Community Securities Cor, Ameriprise Financial Services, Captrust, CBIZ Benefits and Insurance Services, Marquette and Associates, Kestra Advisory Services LLC, Kibble and Prentice, Morgan Stanley Smith Barney, Willis Towers Watson, and Alight Solutions LLC.
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