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 hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $23 million to $222 million.

Primary location:
Aliso Viejo, CA
Clients in:
CA
Identified clients:
50
Avg client size:
$240 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 Breakthrough T1D (JDRF) 501(c)(3) New York, NY
5 Humane World for Animals 501(c)(3) Washington, DC
6 Child Care Resource Center (CCRC) 501(c)(3) Chatsworth, CA
7 The California Endowment 501(c)(3) Los Angeles, CA
8 Sierra Canyon School 501(c)(3) Chatsworth, CA
9 Florida Realtors 501(c)(6) Orlando, FL
10 Austin Lighthouse for the Blind 501(c)(3) Austin, TX
... and 40 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 Resources Investment Advisors, Inc., Usi Consulting Group, Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, Kestra Investment Services LLC, Reliance Trust Company, Prudential Retirement Insurance and, and Sageview Advisory Group.

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