Cause IQ vendor profile

TRG Advisors, Inc.


TRG Advisors, Inc. is a firm that provides financial advisor, fiduciary trustee, consulting services, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York, North Carolina, Tennessee, Virginia, and Vermont (although they are present in other states as well).

Most TRG Advisors, Inc. clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, elementary and secondary schools, hospitals, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $27 million to $97 million.

Primary location:
Williamsville, NY
Clients in:
NY
Identified clients:
8
Avg client size:
$41 mil revenue
Median client size:
$38 mil revenue

TRG Advisors, Inc. client list

  Name Type Location
1 Randolph-Macon College (RMC) 501(c)(3) Ashland, VA
2 Trevecca Nazarene University (TNU) 501(c)(3) Nashville, TN
3 Mars Hill University 501(c)(3) Mars Hill, NC
4 Carolina Day School (CDS) 501(c)(3) Asheville, NC
5 Department of Surgery University at Buffalo 501(c)(3) Buffalo, NY
6 University Neurology 501(c)(3) Buffalo, NY
7 Hospice and Palliative Care Buffalo 501(c)(3) Cheektowaga, NY
8 Copley Health Systems 501(c)(3) Morrisville, VT

TRG Advisors, Inc. competitors

Competitors to TRG Advisors, Inc. in the nonprofit sector include Raymond James Financial Services, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Principal, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group LLC, Usi Advisors Inc, Sei Investments, and Newport Trust Company.

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