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 California and 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 $94 million to $1.8 billion.
Previous legal names, trade names, or just variations of their name include: Strategic Advisors LLC.
| 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 | Brown University | 501(c)(3) | Providence, RI | ||
| 6 | The Ford Foundation | 501(c)(3) | New York, NY | ||
| 7 | The Christian Broadcasting Network | 501(c)(3) | Virginia Beach, VA | ||
| 8 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 9 | Cold Spring Harbor Laboratory | 501(c)(3) | Cold Spring Harbor, NY | ||
| 10 | Global Technology Industry Association | 501(c)(6) | Oakbrook Terrace, IL | ||
| ... | and 298 more Strategic Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Strategic Advisors, Inc. in the nonprofit sector include Transamerica Retirement Solutions, Capfinancial Partners, LLC, Fidelity Investments Institutional, Charles Schwab and Co., Inc., National Financial Services, Nepc LLC, American Funds, Lincoln National Corporation, Bmo Harris Bank Na, and PNC Bank.
Log in to see a complete profile, including complete list of identified clients.
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.