Cause IQ vendor profile

Usi Advisors Inc


Usi Advisors Inc is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Washington, Nebraska, and Minnesota (although they are present in other states as well).

Most Usi Advisors Inc clients are hospitals, outpatient health care practitioners and facilities, individual and family services, and social advocacy organizations with revenues ranging from $38 million to $185 million.

Primary location:
Glastonbury, CT
Clients in:
CT
Identified clients:
38
Avg client size:
$146 mil revenue
Median client size:
$60 mil revenue

Usi Advisors Inc client list

  Name Type Location
1 Food Marketplace (FMI) 501(c)(6) Arlington, VA
2 Natural Resources Defense Council 501(c)(3) New York, NY
3 Human Rights Campaign 501(c)(4) Washington, DC
4 the Lighthouse for the Blind 501(c)(3) Seattle, WA
5 Downtown Emergency Service Center (DESC) 501(c)(3) Seattle, WA
6 Wesley Homes 501(c)(3) Des Moines, WA
7 The Bush School 501(c)(3) Seattle, WA
8 University Child Development School (UCDS) 501(c)(3) Seattle, WA
9 CareOregon 501(c)(3) Portland, OR
10 Ochin 501(c)(3) Portland, OR
... and 28 more Usi Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ

Usi Advisors Inc competitors

Competitors to Usi Advisors Inc in the nonprofit sector include Minnesota Life Insurance Company, Fiduciary Investment Advisors, Mma Securities LLC, Cambridge Investment Research, Ameriprise Financial Services, RBC Capital Markets, Capfinancial Partners, LLC, Raymond James Financial Services, Ubs Financial Services, Inc., and Reliance Trust Company.

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