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 $15 million to $326 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
All locations:
IN, IA
Identified clients:
252
Avg client size:
$184 mil revenue
Median client size:
$26 mil revenue

Lincoln Financial Advisors client list

 NameTypeLocation
1Brennan Center for Justice501(c)(3)New York, NY
2Community Connections501(c)(3)Washington, DC
3Casa501(c)(3)Hyattsville, MD
4National School Boards Association (NSBA)501(c)(3)Alexandria, VA
5Council for a Strong America501(c)(3)Washington, DC
6UCSF Benioff Children's Hospital Oakland501(c)(3)Oakland, CA
7Baltimore Museum of Art501(c)(3)Baltimore, MD
8Arc of Prince George's County501(c)(3)Largo, MD
9Golden Gate National Parks Conservancy501(c)(3)San Francisco, CA
10Kaboom501(c)(3)Washington, DC
...and 242 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, Minnesota Life Insurance Company, Fidelity Investments Institutional, Capfinancial Partners, LLC, LPL Financial, JP Morgan Chase, The Segal Company, Metlife Securities Inc, Fidelity Investments, and Variable Annuity Life Insurance Co..

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