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, Connecticut, Illinois, and Rhode Island (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 $14 million to $231 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 | Erikson Institute | 501(c)(3) | Chicago, IL | ||
8 | The Arthur Foundation | 501(c)(3) | Riverside, IL | ||
9 | Connecticut Hospital Association Incorporated | 501(c)(6) | Wallingford, CT | ||
10 | Effie and Wofford Cain Foundation | 501(c)(3) | Austin, TX | ||
... | and 19 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to Fiducient Advisors in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Morningstar, Fiduciary Investment Advisors, Ubs Financial Services, RBC Capital Markets, Newport Trust Company, M&T Bank, Sei Investments, and Vanguard Group, Inc..
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