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 $31 million to $271 million.

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

Primary location:
Overland Park, KS
Clients in:
GA, KS
Identified clients:
126
Avg client size:
$110 mil revenue
Median client size:
$43 mil revenue

Resources Investment Advisors, Inc. client list

 NameTypeLocation
1The Leona M and Harry B Helmsley Charitable Trust501(c)(3)New York, NY
2ClimateWorks Foundation501(c)(3)San Francisco, CA
3Public Library of Science (PLOS)501(c)(3)San Francisco, CA
4Community Partners in Action (CPA)501(c)(3)Hartford, CT
5Pharmaceutical Research and Manufacturers of of America (PHRMA)501(c)(6)Washington, DC
6Catalight Foundation (ESBA)501(c)(3)Walnut Creek, CA
7The Children's Home Society of Florida501(c)(3)Orlando, FL
8San Diego Humane Society and SPCA501(c)(3)San Diego, CA
9Landon School (LS)501(c)(3)Bethesda, MD
10Resources for Human Development (RHD)501(c)(3)Philadelphia, PA
...and 116 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 Raymond James Financial Services, Towers Watson, Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Ubs Financial Services, Inc., Ameriprise Financial Services, The Segal Company, Adp, and Capfinancial Partners, LLC.

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