Cause IQ vendor profile

Usi Advisors Inc


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

Most Usi Advisors Inc clients are outpatient health care practitioners and facilities, hospitals, and social advocacy organizations with revenues ranging from $35 million to $491 million.

Primary location:
Glastonbury, CT
All locations:
CT
Identified clients:
32
Avg client size:
$168 mil revenue
Median client size:
$52 mil revenue

Usi Advisors Inc client list

 NameTypeLocation
1Food Marketplace (FMI)501(c)(6)Arlington, VA
2Natural Resources Defense Council501(c)(3)New York, NY
3Human Rights Campaign501(c)(4)Washington, DC
4The Lighthouse for The Blind501(c)(3)Seattle, WA
5Wesley Homes501(c)(3)Des Moines, WA
6Downtown Emergency Service Center (DESC)501(c)(3)Seattle, WA
7The Bush School501(c)(3)Seattle, WA
8University Child Development School (UCDS)501(c)(3)Seattle, WA
9CareOregon501(c)(3)Portland, OR
10Hadassah501(c)(3)New York, NY
...and 22 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 MML Investors Services, Oppenheimer, Kibble and Prentice, Morgan Stanley Smith Barney, Capfinancial Partners, LLC, Raymond James Financial Services, Ubs Financial Services, Inc., Ameriprise Financial Services, Minnesota Life Insurance Company, and Towers Watson.

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