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.
| 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 | ||||
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.
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