Cause IQ vendor profile

Fiducient Advisors


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.

Primary location:
Chicago, IL
Clients in:
MA, IL, MN, CT
Identified clients:
38
Avg client size:
$165 mil revenue
Median client size:
$36 mil revenue

Fiducient Advisors client list

  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

Fiducient Advisors competitors

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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