Cause IQ vendor profile

NFP Retirement Inc.


NFP Retirement Inc. is a firm that provides financial advisor, investment management, consulting services, audit accounting, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most NFP Retirement Inc. clients are elementary and secondary schools, outpatient health care practitioners and facilities, and colleges, universities, and professional schools with revenues ranging from $37 million to $274 million.

Primary location:
Aliso Viejo, CA
Clients in:
CA
Identified clients:
88
Avg client size:
$174 mil revenue
Median client size:
$55 mil revenue

NFP Retirement Inc. client list

  Name Type Location
1 Institute of Internal Auditors (IIA) 501(c)(6) Lake Mary, FL
2 Museum of Science 501(c)(3) Boston, MA
3 Homeboy Industries 501(c)(3) Los Angeles, CA
4 Population Reference Bureau (PRB) 501(c)(3) Washington, DC
5 Hillel International 501(c)(3) Washington, DC
6 Lycee Francais de San Francisco 501(c)(3) San Francisco, CA
7 Easter Seals Serving DC MD VA 501(c)(3) Silver Spring, MD
8 Charles E Smith Jewish Day School (CESJDS) 501(c)(3) Rockville, MD
9 Phillips Academy 501(c)(3) Andover, MA
10 Aspiranet 501(c)(3) South San Francisco, CA
... and 78 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 Aon Hewitt, Vanguard Group, Inc., Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Empower Annuity Insurance Company, CBIZ, Morgan Stanley Smith Barney LLC, Healthcare Community Securities Cor, Capfinancial Partners, LLC, and Ameriprise Financial Services.

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