Cause IQ vendor profile

Larson Financial Group LLC


Larson Financial Group LLC is a firm that provides investment management, financial advisor, consulting services, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Illinois, Ohio, Pennsylvania, and Wisconsin (although they are present in other states as well).

Most Larson Financial Group LLC clients are hospitals, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $624 million to $4.8 billion.

Primary location:
Chesterfield, MO
Clients in:
MO
Identified clients:
11
Avg client size:
$1.7 bil revenue
Median client size:
$972 mil revenue

Larson Financial Group LLC client list

  Name Type Location
1 The Cleveland Clinic Foundation 501(c)(3) Independence, OH
2 The Nemours Foundation 501(c)(3) Jacksonville, FL
3 Medical College of Wisconsin (MCW) 501(c)(3) Milwaukee, WI
4 Advocate Aurora Health 501(c)(3) Oak Brook, IL
5 Orlando Health 501(c)(3) Orlando, FL
6 Penn State Health 501(c)(3) Hershey, PA
7 Salina Regional Health Center (SRHC) 501(c)(3) Salina, KS
8 Fulton County Health Center 501(c)(3) Wauseon, OH
9 Aurora Health Care 501(c)(3) Milwaukee, WI
10 The Milton S Hershey Medical Center 501(c)(3) Hershey, PA
... and 1 more Larson Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ

Larson Financial Group LLC competitors

Competitors to Larson Financial Group LLC in the nonprofit sector include Fid Inv Inst Ops Company, Towers Watson Delaware, Inc., Cammack Larhette Advisors, Royal Alliance Associates Inc, Pentegra Services Inc., Stifel Nicolaus, Definiti, LLC, Conduent HR Consulting, LLC, Prudential Insurance Company, and Alight Solutions LLC.

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