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 Rhode Island, Connecticut, Maine, Massachusetts, and New York (although they are present in other states as well).
Most Fiduciary Investment Advisors clients are libraries and archives, hospitals, emergency and relief services, professional associations, and grantmaking foundations with revenues ranging from $2.4 million to $375 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 | American Mathematical Society (AMS) | 501(c)(3) | Providence, RI |
| 4 | The City College 21ST Century Foundation | 501(c)(3) | New York, NY |
| 5 | Providence Public Library | 501(c)(3) | Providence, RI |
| 6 | The Burkehaven Family Foundation | 501(c)(3) | West Roxbury, MA |
| 7 | LincolnHealth Group | 501(c)(3) | Boothbay Harbor, ME |
| 8 | Legacy Echn | 501(c)(3) | Glastonbury, CT |
| 9 | Franklin Community Health Network | 501(c)(3) | Farmington, ME |
Competitors to Fiduciary Investment Advisors in the nonprofit sector include Prudential Retirement Insurance and, State Street Bank and Trust Company, Mercer, Sageview Advisory Group, Healthcare Community Securities Cor, Captrust, Ameriprise Financial Services, CBIZ Benefits and Insurance Services, Marquette and Associates, and Kestra Advisory Services LLC.
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