Cause IQ vendor profile

Wilshire Associates Incorporated


Wilshire Associates Incorporated is a firm that provides financial advisor, consulting services, investment management, and insurance agent or broker 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 Associates Incorporated clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $13 million to $85 million.

Primary location:
Jersey City, NJ
Clients in:
NJ
Identified clients:
248
Avg client size:
$68 mil revenue
Median client size:
$28 mil revenue

Wilshire Associates Incorporated client list

  Name Type Location
1 National Council for Mental Wellbeing 501(c)(3) Washington, DC
2 American Society of Anesthesiologists (ASA) 501(c)(6) Schaumburg, IL
3 Easter Seals Blake Foundation 501(c)(3) Tucson, AZ
4 American Association of Nurse Anesthetists 501(c)(6) Rosemont, IL
5 National Quality Forum 501(c)(3) Washington, DC
6 Marine Corps Association 501(c)(19) Quantico, VA
7 Four Oaks 501(c)(3) Cedar Rapids, IA
8 SBCS Corporation (SBCS) 501(c)(3) Chula Vista, CA
9 Easter Seals Delaware and Maryland's Eastern Shore 501(c)(3) New Castle, DE
10 Boys & Girls Clubs of San Francisco (BGCSF) 501(c)(3) San Francisco, CA
... and 238 more Wilshire Associates Incorporated not-for-profit tax-exempt clients identified by Cause IQ

Wilshire Associates Incorporated competitors

Competitors to Wilshire Associates Incorporated in the nonprofit sector include Metlife Securities Inc, Variable Annuity Life Insurance Company, Morgan Stanley Smith Barney LLC, MML Insurance Agency LLC, Newport Group, Inc., Variable Annuity Life Insurance Co., Fidelity Investments, Vanguard Group, Inc., RBC Wealth Management, and Ubs Financial Services Inc.

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