Cause IQ vendor profile

Valic Financial Advisors, Inc.


Valic Financial Advisors, Inc. is a firm that provides investment management, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, California, North Carolina, and Georgia (although they are present in other states as well).

Most Valic Financial Advisors, Inc. clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, elementary and secondary schools, hospitals, and services for the elderly and people with disabilities with revenues ranging from $13 million to $55 million.

Primary location:
Houston, TX
All locations:
TX
Identified clients:
37
Avg client size:
$29 mil revenue
Median client size:
$16 mil revenue

Valic Financial Advisors, Inc. client list

 NameTypeLocation
1The Lambs Farm501(c)(3)Libertyville, IL
2United States Veterans Initiative501(c)(3)Los Angeles, CA
3Medcura Health501(c)(3)Stone Mountain, GA
4United Community Options of Miami501(c)(3)Hialeah, FL
5Communities in Schools of Charlotte Mecklenburg (CIS)501(c)(3)Charlotte, NC
6The Kenney501(c)(3)Seattle, WA
7Sac Health System501(c)(3)San Bernardino, CA
8Step Up on Second Street501(c)(3)Santa Monica, CA
9Well-Spring A Life Plan Community501(c)(3)Greensboro, NC
10Ozarks Area Community Action Corporation (OACAC)501(c)(3)Springfield, MO
...and 27 more Valic Financial Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Valic Financial Advisors, Inc. competitors

Competitors to Valic Financial Advisors, Inc. in the nonprofit sector include Commonwealth Financial Network, Merrill Lynch, Raymond James and Associates, Lincoln National Life Insurance, Express Scripts, Inc., Valic, CBIZ Benefits and Insurance Services, Rose and Kiernan, Global Retirement Partners LLC, and Capfinancial Partners, LLC.

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