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 $14 million to $402 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, IA
Identified clients:
248
Avg client size:
$205 mil revenue
Median client size:
$26 mil revenue

Lincoln Financial Advisors client list

 NameTypeLocation
1Howard University501(c)(3)Washington, DC
2Brennan Center for Justice501(c)(3)New York, NY
3National School Boards Association (NSBA)501(c)(3)Alexandria, VA
4Council for a Strong America501(c)(3)Washington, DC
5UCSF Benioff Children's Hospital Oakland501(c)(3)Oakland, CA
6Baltimore Museum of Art501(c)(3)Baltimore, MD
7Kaboom501(c)(3)Bethesda, MD
8National Building Museum501(c)(3)Washington, DC
9Conservation Nation (FONZ)501(c)(3)Washington, DC
10American Ballet Theatre501(c)(3)New York, NY
...and 238 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 Ascensus, Morgan Stanley Smith Barney LLC, Metlife Securities Inc, Fidelity Investments, Ubs Financial Services Inc, Variable Annuity Life Insurance Co., Variable Annuity Life Insurance Company, Commonwealth Financial Network, Valic, and Global Retirement Partners LLC.

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