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, individual and family services, residential intellectual and developmental disability facilities, community housing services, and religious organizations with revenues ranging from $15 million to $53 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 55 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Prime Buchholz and Associates, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Ubs Financial Services, Raymond James Financial Services, Cambridge Investment Research Inc, Cambridge Investment Research, Ubs Financial Services, Inc., Segall Bryant and Hamill, and Ameriprise Financial Services.
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