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

Most Usi Advisors Inc clients are hospitals, outpatient health care practitioners and facilities, and scientific research and development services with revenues ranging from $30 million to $157 million.

Primary location:
Glastonbury, CT
Clients in:
CT
Identified clients:
51
Avg client size:
$165 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 Birch Family Services 501(c)(3) New York, NY
6 The Bush School 501(c)(3) Seattle, WA
7 University Child Development School (UCDS) 501(c)(3) Seattle, WA
8 CareOregon 501(c)(3) Portland, OR
9 Ochin 501(c)(3) Portland, OR
10 Accra Care 501(c)(3) Minnetonka, MN
... and 41 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 Sageview Advisory Group, LLC, Raymond James and Associates, Inc., Dimeo Schneider, Ubs Financial Services Inc, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Royal Alliance Associates Inc, Usi Consulting Group, State Street Bank and Trust Company, and Stifel Nicolaus.

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