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 outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, hospitals, and elementary and secondary schools with revenues ranging from $30 million to $323 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:
65
Avg client size:
$132 mil revenue
Median client size:
$46 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 Association To Benefit Children 501(c)(3) New York, NY
9 Mary Washington Healthcare 501(c)(3) Fredericksburg, VA
10 Georgia Aquarium 501(c)(3) Atlanta, GA
... and 55 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 Usi Advisors Inc, Pension Assurance LLP, Newport Trust Company, Newport Group, Inc., Income Research and Management, Vanguard Group, Inc., Planpilot, LLC, Morgan Stanley Smith Barney LLC, RBC Wealth Management, and Sageview Advisory Group, LLC.

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