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 $14 million to $42 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Pingree School | 501(c)(3) | South Hamilton, MA | ||
| 2 | Congressional School | 501(c)(3) | Falls Church, VA | ||
| 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 | Residences at Vantage Point | 501(c)(3) | Columbia, MD | ||
| 10 | Bet Tzedek Legal Services | 501(c)(3) | Los Angeles, CA | ||
| ... | 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 Leafhouse Financial Advisors, LLC, Cambridge Associates, Ubs, Matrix Trust Company, Marquette and Associates, Pensionmark Financial Group LLC, Fidelity, Alerus Financial, N.a., Kestra Advisory Services LLC, and Raymond James and Associates.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.