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 primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Wilshire Advisors LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $25 million to $156 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:
189
Avg client size:
$77 mil revenue
Median client size:
$35 mil revenue

Wilshire Advisors LLC client list

  Name Type Location
1 National Retail Federation (NRF) 501(c)(6) Washington, DC
2 Three Square 501(c)(3) Las Vegas, NV
3 National Council for Mental Wellbeing 501(c)(3) Washington, DC
4 American Society of Anesthesiologists (ASA) 501(c)(6) Schaumburg, IL
5 Easter Seals Blake Foundation 501(c)(3) Tucson, AZ
6 American Association of Motor Vehicle Administrators 501(c)(3) Arlington, VA
7 Four Oaks 501(c)(3) Cedar Rapids, IA
8 Easter Seals Delaware and Maryland's Eastern Shore 501(c)(3) New Castle, DE
9 Eastern Los Angeles Regional Center (ELARC) 501(c)(3) Alhambra, CA
10 National Urban League 501(c)(3) New York, NY
... and 179 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 Metlife Securities Inc, M&T Bank, Pension Assurance LLP, Gallagher Fiduciary Advisors, LLC, Bank Of New York Mellon, Raymond James and Associates, Inc., Sageview Advisory Group, LLC, Dimeo Schneider, Usi Advisors Inc, and Sei Investments.

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