Cause IQ vendor profile

Resources Investment Advisors, Inc.


Resources Investment Advisors, Inc. is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Resources Investment Advisors, Inc. clients are outpatient health care practitioners and facilities, hospitals, and elementary and secondary schools with revenues ranging from $33 million to $311 million.

Previous legal names, trade names, or just variations of their name include: Resources Investment Advisors LLC.

Primary location:
Overland Park, KS
Clients in:
KS, GA
Identified clients:
115
Avg client size:
$115 mil revenue
Median client size:
$45 mil revenue

Resources Investment Advisors, Inc. client list

  Name Type Location
1 The Leona M and Harry B Helmsley Charitable Trust 501(c)(3) New York, NY
2 ClimateWorks Foundation 501(c)(3) San Francisco, CA
3 Public Library of Science (PLOS) 501(c)(3) San Francisco, CA
4 Community Partners in Action (CPA) 501(c)(3) Hartford, CT
5 Pharmaceutical Research and Manufacturers of of America (PHRMA) 501(c)(6) Washington, DC
6 Catalight Foundation (ESBA) 501(c)(3) Walnut Creek, CA
7 The Children's Home Society of Florida 501(c)(3) Orlando, FL
8 San Diego Humane Society and SPCA 501(c)(3) San Diego, CA
9 Landon School (LS) 501(c)(3) Bethesda, MD
10 Resources for Human Development (RHD) 501(c)(3) Philadelphia, PA
... and 105 more Resources Investment Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Resources Investment Advisors, Inc. competitors

Competitors to Resources Investment Advisors, Inc. in the nonprofit sector include Towers Watson, Minnesota Life Insurance Company, Raymond James Financial Services, The Segal Company, Ameriprise Financial Services, JP Morgan Chase, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Cambridge Investment Research Inc, and Transamerica Retirement Solutions.

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