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 Pennsylvania (although they are present in other states as well).

Most Resources Investment Advisors, Inc. clients are hospitals, outpatient health care practitioners and facilities, elementary and secondary schools, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $26 million to $317 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:
71
Avg client size:
$128 mil revenue
Median client size:
$47 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) Alhambra, CA
4 Catalight Foundation (ESBA) 501(c)(3) Walnut Creek, CA
5 Landon School (LS) 501(c)(3) Bethesda, MD
6 Resources for Human Development (RHD) 501(c)(3) Philadelphia, PA
7 Fort Worth Country Day (FWCD) 501(c)(3) Fort Worth, TX
8 Little Red School House and Elisabeth Irwin High School (LREI) 501(c)(3) New York, NY
9 Association To Benefit Children 501(c)(3) New York, NY
10 Greater Baltimore Medical Center (GBMC) 501(c)(3) Baltimore, MD
... and 61 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 Matrix Trust Company, Marquette and Associates, Pensionmark Financial Group LLC, Fidelity, Alerus Financial, N.a., Kestra Advisory Services LLC, Raymond James and Associates, Leafhouse Financial Advisors, LLC, Global Retirement Partners LLC, and Aon Consulting Inc.

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