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 $15 million to $398 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 28 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiducient Advisors in the nonprofit sector include Raymond James and Associates, Inc., Ubs Financial Services Inc, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Fiduciary Investment Advisors, Healthcare Community Securities Cor, Proaccount, RBC Capital Markets, Minnesota Life Insurance Company, and Ubs Financial Services, Inc..
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