Cause IQ vendor profile

Lincoln Financial Advisors


Lincoln Financial Advisors is a firm that provides insurance agent or broker, investment management, financial advisor, insurance, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Maryland (although they are present in other states as well).

Most Lincoln Financial Advisors clients are hospitals, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $12 million to $332 million.

Previous legal names, trade names, or just variations of their name include: Lincoln Financial Advisors Corp.; and Lincoln Financial Advisors LLC.

Primary location:
Fort Wayne, IN
Clients in:
IN, AZ, IA
Identified clients:
203
Avg client size:
$209 mil revenue
Median client size:
$26 mil revenue

Lincoln Financial Advisors client list

  Name Type Location
1 Howard University 501(c)(3) Washington, DC
2 Brennan Center for Justice 501(c)(3) New York, NY
3 National School Boards Association (NSBA) 501(c)(3) Alexandria, VA
4 Council for a Strong America 501(c)(3) Washington, DC
5 Baltimore Museum of Art 501(c)(3) Baltimore, MD
6 Kaboom 501(c)(3) Bethesda, MD
7 National Building Museum 501(c)(3) Washington, DC
8 Conservation Nation (FONZ) 501(c)(3) Washington, DC
9 American Ballet Theatre 501(c)(3) New York, NY
10 Center for Science in the Public Interest (CSPI) 501(c)(3) Washington, DC
... and 193 more Lincoln Financial Advisors not-for-profit tax-exempt clients identified by Cause IQ

Lincoln Financial Advisors competitors

Competitors to Lincoln Financial Advisors in the nonprofit sector include Ubs Financial Services, Capfinancial Partners, LLC, Fidelity Investments Institutional, LPL Financial, The Segal Company, JP Morgan Chase, Minnesota Life Insurance Company, Kibble and Prentice, Oppenheimer, and Charles Schwab and Co., Inc..

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