Fiducient Advisors is a firm that provides financial advisor, investment management, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and Illinois (although they are present in other states as well).
Most Fiducient Advisors clients are colleges, universities, and professional schools, grantmaking foundations, and health and welfare funds with revenues ranging from $15 million to $210 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Springfield College | 501(c)(3) | Springfield, MA | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | International Medical Corps (IMC) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Brandeis University | 501(c)(3) | Waltham, MA | ||
| 5 | Bryn Mawr College | 501(c)(3) | Bryn Mawr, PA | ||
| 6 | Curry College | 501(c)(3) | Milton, MA | ||
| 7 | Youth Guidance | 501(c)(3) | Chicago, IL | ||
| 8 | Erikson Institute | 501(c)(3) | Chicago, IL | ||
| 9 | Connecticut Hospital Association Incorporated | 501(c)(6) | Wallingford, CT | ||
| 10 | Effie and Wofford Cain Foundation | 501(c)(3) | Austin, TX | ||
| ... | and 24 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiducient Advisors in the nonprofit sector include Morningstar, Fiduciary Investment Advisors, RBC Capital Markets, Ubs Financial Services, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Commonwealth Financial Network, Matrix Trust Company, Fidelity, and Valic.
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