Cause IQ vendor profile

Wilshire Advisors LLC


Wilshire Advisors LLC is a firm that provides financial advisor, investment management, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Wilshire Advisors LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $26 million to $157 million.

Previous legal names, trade names, or just variations of their name include: Wilshire Advisors.

Primary location:
Santa Monica, CA
Clients in:
CA
Identified clients:
179
Avg client size:
$76 mil revenue
Median client size:
$35 mil revenue

Wilshire Advisors LLC client list

  Name Type Location
1 National Education Association of the United States 501(c)(5) Washington, DC
2 Three Square 501(c)(3) Las Vegas, NV
3 National Council for Mental Wellbeing 501(c)(3) Washington, DC
4 National Retail Federation (NRF) 501(c)(6) Washington, DC
5 American Society of Anesthesiologists (ASA) 501(c)(6) Schaumburg, IL
6 Easter Seals Blake Foundation 501(c)(3) Tucson, AZ
7 American Association of Motor Vehicle Administrators 501(c)(3) Arlington, VA
8 Easter Seals Delaware and Maryland's Eastern Shore 501(c)(3) New Castle, DE
9 National Urban League 501(c)(3) New York, NY
10 Yedei Chesed 501(c)(3) Chestnut Ridge, NY
... and 169 more Wilshire Advisors LLC not-for-profit tax-exempt clients identified by Cause IQ

Wilshire Advisors LLC competitors

Competitors to Wilshire Advisors LLC in the nonprofit sector include Colonial Consulting, Kestra Investment Services LLC, Stifel Nicolaus, Usi Consulting Group, Pentegra Services Inc., Cpi Qualified Plan Consultants, Reliance Trust Company, State Street Bank and Trust Company, Fiduciary Investment Advisors, LLC, and Envestnet Retirement Solutions, LLC.

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