Triad Advisors, Inc. is a firm that provides insurance agent or broker, financial advisor, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and Pennsylvania (although they are present in other states as well).
Most Triad Advisors, Inc. clients are outpatient health care practitioners and facilities, individual and family services, hospitals, child and youth services, religious organizations, grantmaking foundations, and human rights organizations with revenues ranging from $23 million to $142 million.
Previous legal names, trade names, or just variations of their name include: Triad Advisors, LLC.
| Name | Type | Location | |
|---|---|---|---|
| 1 | American Jewish World Service | 501(c)(3) | New York, NY |
| 2 | Community Partners in Action (CPA) | 501(c)(3) | Hartford, CT |
| 3 | Youth Guidance | 501(c)(3) | Chicago, IL |
| 4 | Albert Einstein Medical Center | 501(c)(3) | Philadelphia, PA |
| 5 | National Association of Boards of Pharmacy | 501(c)(3) | Mount Prospect, IL |
| 6 | Kenneth Young Center | 501(c)(3) | Elk Grove Village, IL |
| 7 | Summitstone Health Partners | 501(c)(3) | Fort Collins, CO |
| 8 | Daily Planet Health Services | 501(c)(3) | Richmond, VA |
| 9 | Grace Inspired Living | 501(c)(3) | Telford, PA |
| 10 | Grand Lodge of Ancient Free and Accepted Masons of Maryland | 501(c)(8) | Cockeysville, MD |
Competitors to Triad Advisors, Inc. in the nonprofit sector include Leafhouse Financial Advisors, LLC, Voya, Lincoln National Life Insurance, Raymond James and Associates, Inc., Axa Equitable Life Insurance, Ubs Financial Services, Inc., Merrill Lynch Life Agency, Captrust, Wells Fargo Clearing Services LLC, and United Of Omaha.
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