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 (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 $13 million to $324 million.
Previous legal names, trade names, or just variations of their name include: Lincoln Financial Advisors Corp.; and Lincoln Financial Advisors LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brennan Center for Justice | 501(c)(3) | New York, NY | ||
| 2 | Casa | 501(c)(3) | Hyattsville, MD | ||
| 3 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 4 | Council for a Strong America | 501(c)(3) | Washington, DC | ||
| 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 158 more Lincoln Financial Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Lincoln Financial Advisors in the nonprofit sector include Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Great-West Life and Annuity Insurance Co., Kestra Investment Services LLC, Mutual Of America Life Insurance Company, Nationwide, Cetera Advisor Networks, LLC, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, and Reliance Trust Company.
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