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 (although they are present in other states as well).
Most Resources Investment Advisors, Inc. clients are hospitals, outpatient health care practitioners and facilities, and elementary and secondary schools with revenues ranging from $23 million to $269 million.
Previous legal names, trade names, or just variations of their name include: Resources Investment Advisors LLC.
| 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 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 | Valparaiso University | 501(c)(3) | Valparaiso, IN | ||
| 9 | California Association of Realtors | 501(c)(6) | Los Angeles, CA | ||
| 10 | Little Red School House and Elisabeth Irwin High School (LREI) | 501(c)(3) | New York, NY | ||
| ... | and 67 more Resources Investment Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Resources Investment Advisors, Inc. in the nonprofit sector include Fiduciary Investment Advisors, LLC, Eagle Capital Management LLC, Merrill Lynch Pierce Fenner and Smith, State Street Bank and Trust, Usi Consulting Group, Loomis Sayles and Co LP, Edward Jones, Reliance Trust Company, Trowe Price, and Cpi Qualified Plan Consultants.
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