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, New York, and Nebraska (although they are present in other states as well).

Most Usi Advisors Inc clients are hospitals, outpatient health care practitioners and facilities, and social advocacy organizations with revenues ranging from $30 million to $153 million.

Primary location:
Glastonbury, CT
Clients in:
CT
Identified clients:
52
Avg client size:
$164 mil revenue
Median client size:
$56 mil revenue

Usi Advisors Inc client list

  Name Type Location
1 Food Marketplace (FMI) 501(c)(6) Arlington, VA
2 Candid 501(c)(3) New York, NY
3 Center for American Progress (CAP) 501(c)(3) Washington, DC
4 Human Rights Campaign 501(c)(4) Washington, DC
5 the Lighthouse for the Blind 501(c)(3) Seattle, WA
6 Birch Family Services 501(c)(3) New York, NY
7 Wesley Homes 501(c)(3) Des Moines, WA
8 The Bush School 501(c)(3) Seattle, WA
9 University Child Development School (UCDS) 501(c)(3) Seattle, WA
10 CareOregon 501(c)(3) Portland, OR
... and 42 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 Fiduciary Investment Advisors, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Minnesota Life Insurance Company, Raymond James Financial Services, Cambridge Investment Research, Healthcare Community Securities Cor, Ameriprise Financial Services, RBC Capital Markets, and Mma Securities LLC.

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