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 and outpatient health care practitioners and facilities with revenues ranging from $12 million to $314 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:
AZ, IN, IA
Identified clients:
179
Avg client size:
$231 mil revenue
Median client size:
$27 mil revenue

Lincoln Financial Advisors client list

  Name Type Location
1 Brennan Center for Justice 501(c)(3) New York, NY
2 National School Boards Association (NSBA) 501(c)(3) Alexandria, VA
3 Council for a Strong America 501(c)(3) Washington, DC
4 Baltimore Museum of Art 501(c)(3) Baltimore, MD
5 KaBOOM 501(c)(3) Bethesda, MD
6 National Building Museum 501(c)(3) Washington, DC
7 Conservation Nation (FONZ) 501(c)(3) Washington, DC
8 Southern Environmental Law Center (SELC) 501(c)(3) Charlottesville, VA
9 American Ballet Theatre 501(c)(3) New York, NY
10 The Community Partnership for the Prevention of Homelessness 501(c)(3) Washington, DC
... and 169 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 Merrill Lynch, Global Retirement Partners LLC, Wells Fargo Bank, CBIZ Benefits and Insurance Services, Commonwealth Financial Network, Gallagher Benefit Services Inc, Valic, Vanguard Energy Services LLC, Aetna Inc, and LPL Financial Corporation.

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