Morningstar Investment Management L is a firm that provides financial advisor and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Morningstar Investment Management L clients are outpatient health care practitioners and facilities, hospitals, credit unions, and individual and family services with revenues ranging from $40 million to $348 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | International Baccalaureate Organization | 501(c)(3) | Washington, DC | ||
| 3 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 4 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 5 | Amnesty International | 501(c)(3) | New York, NY | ||
| 6 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 7 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 8 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| 9 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 10 | Oregon Humane | 501(c)(3) | Portland, OR | ||
| ... | and 169 more Morningstar Investment Management L not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management L in the nonprofit sector include Royal Alliance Associates Inc, Advised Assets Group, Stifel Nicolaus, New York Life Insurance Company, Kestra Investment Services LLC, Reliance Trust Company, The Variable Annuity Life Insurance, United Healthcare, Osaic Wealth, Inc., and Stealth Partner Group.
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