Wilshire Associates Inc. is a firm that provides financial advisor, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Wilshire Associates Inc. clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $15 million to $43 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kendal-Crosslands Communities | 501(c)(3) | Kennett Square, PA | ||
| 2 | Pingree School | 501(c)(3) | South Hamilton, MA | ||
| 3 | Roosevelt Children's Academy Charter School (RCA) | 501(c)(3) | Roosevelt, NY | ||
| 4 | Rogerson Communities | 501(c)(3) | Boston, MA | ||
| 5 | Los Angeles Dependency Lawyers (LADL) | 501(c)(3) | Monterey Park, CA | ||
| 6 | CRI-Help | 501(c)(3) | North Hollywood, CA | ||
| 7 | Living Well Disability Services | 501(c)(3) | Mendota Heights, MN | ||
| 8 | Herald Christian Health Center (HCHC) | 501(c)(3) | El Monte, CA | ||
| 9 | Bet Tzedek Legal Services | 501(c)(3) | Los Angeles, CA | ||
| 10 | Residences at Vantage Point | 501(c)(3) | Columbia, MD | ||
| ... | and 57 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Royal Alliance Associates Inc, Stifel Nicolaus, Usi Consulting Group, Pentegra Services Inc., Cpi Qualified Plan Consultants, Reliance Trust Company, Envestnet Retirement Solutions, LLC, Resources Investment Advisors, Inc., Edward Jones, and Merrill Lynch Pierce Fenner and Smith.
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