Cause IQ vendor profile

NFP Retirement Inc


NFP Retirement Inc is a firm that provides financial advisor, consulting services, investment management, third party administration, and insurance 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 NFP Retirement Inc clients are outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, individual and family services, and grantmaking foundations with revenues ranging from $24 million to $259 million.

Primary location:
Aliso Viejo, CA
Clients in:
CA
Identified clients:
48
Avg client size:
$233 mil revenue
Median client size:
$48 mil revenue

NFP Retirement Inc client list

  Name Type Location
1 Norwich University 501(c)(3) Northfield, VT
2 Denver Museum of Nature and Science 501(c)(3) Denver, CO
3 Council of Better Business Bureaus (CBBB) 501(c)(6) Arlington, VA
4 Humane World for Animals 501(c)(3) Washington, DC
5 Child Care Resource Center (CCRC) 501(c)(3) Chatsworth, CA
6 The California Endowment 501(c)(3) Los Angeles, CA
7 Sierra Canyon School 501(c)(3) Chatsworth, CA
8 Florida Realtors 501(c)(6) Orlando, FL
9 Longhorn Village 501(c)(3) Austin, TX
10 Lowell School 501(c)(3) Washington, DC
... and 38 more NFP Retirement Inc not-for-profit tax-exempt clients identified by Cause IQ

NFP Retirement Inc competitors

Competitors to NFP Retirement Inc in the nonprofit sector include Marsh and Mclennan Agency, Kestra Investment Services LLC, Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Prudential Retirement Insurance and, Resources Investment Advisors, Inc., Sageview Advisory Group, Usi Consulting Group, and Aetna Inc.

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