Cause IQ vendor profile

Strategic Advisors, Inc.


Strategic Advisors, Inc. is a firm that provides financial advisor, consulting services, investment management, commercial bank, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts (although they are present in other states as well).

Most Strategic Advisors, Inc. clients are hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $92 million to $1.7 billion.

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

Primary location:
Smithfield, RI
Clients in:
RI
Identified clients:
299
Avg client size:
$822 mil revenue
Median client size:
$214 mil revenue

Strategic Advisors, Inc. client list

  Name Type Location
1 The Cleveland Clinic Foundation 501(c)(3) Independence, OH
2 Dana-Farber Cancer Institute 501(c)(3) Boston, MA
3 Boston Children's Hospital 501(c)(3) Boston, MA
4 Direct Relief 501(c)(3) Santa Barbara, CA
5 The Ford Foundation 501(c)(3) New York, NY
6 The Christian Broadcasting Network 501(c)(3) Virginia Beach, VA
7 Society for Human Resource Management (SHRM) 501(c)(6) Alexandria, VA
8 Cold Spring Harbor Laboratory 501(c)(3) Cold Spring Harbor, NY
9 Global Technology Industry Association 501(c)(6) Oakbrook Terrace, IL
10 Sierra Club 501(c)(4) Oakland, CA
... and 289 more Strategic Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Strategic Advisors, Inc. competitors

Competitors to Strategic Advisors, Inc. in the nonprofit sector include Capfinancial Partners, LLC, Fidelity Investments Institutional, Transamerica Retirement Solutions, Charles Schwab and Co., Inc., National Financial Services, Healthcare Community Securities Cor, Fiduciary Investment Advisors, BNY Mellon, Adp, and The Segal Company.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!