Fiducient Advisors is a firm that provides financial advisor, investment management, consulting services, commercial bank, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Massachusetts, and Rhode Island (although they are present in other states as well).
Most Fiducient Advisors clients are health and welfare funds, hospitals, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $13 million to $443 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | International Medical Corps (IMC) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Connecticut Hospital Association Incorporated | 501(c)(6) | Wallingford, CT | ||
| 4 | Healthy Communities Foundation | 501(c)(3) | Riverside, IL | ||
| 5 | Effie and Wofford Cain Foundation | 501(c)(3) | Austin, TX | ||
| 6 | Endeavor Health Clinical Operations | 501(c)(3) | Arlington Heights, IL | ||
| 7 | Northwest Community Hospital (NCH) | 501(c)(3) | Arlington Heights, IL | ||
| 8 | Houston Jewish Community Foundation | 501(c)(3) | Houston, TX | ||
| 9 | Connecticut Public Broadcasting | 501(c)(3) | Hartford, CT | ||
| 10 | Joseph and Vera Zilber Family Foundation | 501(c)(3) | Milwaukee, WI | ||
| ... | and 29 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiducient Advisors in the nonprofit sector include Reliance Trust Company, Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, State Street Bank and Trust Company, Proaccount, Fiduciary Investment Advisors, Wells Fargo Clearing Services LLC, Minnesota Life Insurance Company, Healthcare Community Securities Cor, and Ubs Financial Services.
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