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 operate nationwide, with nonprofit clients using their services across the country.

Most Strategic Advisors, Inc. clients are hospitals, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $99 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:
294
Avg client size:
$833 mil revenue
Median client size:
$208 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 284 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 Planpilot, LLC, Fidelity Investments Institutional, Transamerica Retirement Solutions, Capfinancial Partners, LLC, Nepc LLC, National Financial Services, Charles Schwab and Co., Inc., Bank Of New York Mellon, Income Research and Management, and Ropes and Gray LLP.

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