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, hospitals, and residential intellectual and developmental disability facilities with revenues ranging from $9.1 million to $50 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Marine Corps Association | 501(c)(19) | Quantico, VA | ||
| 2 | Comunilife | 501(c)(3) | New York, NY | ||
| 3 | Care Plus NJ | 501(c)(3) | Paramus, NJ | ||
| 4 | Beatitudes Campus | 501(c)(3) | Phoenix, AZ | ||
| 5 | Cerebral Palsy of Westchester | 501(c)(3) | Rye Brook, NY | ||
| 6 | Associated Recreation Council | 501(c)(3) | Seattle, WA | ||
| 7 | Hippocrates Health Institute | 501(c)(3) | West Palm Beach, FL | ||
| 8 | SPIRITT Family Services (SPIRITT) | 501(c)(3) | Whittier, CA | ||
| 9 | Community Assessment and Treatment Services (CATS) | 501(c)(3) | Cleveland, OH | ||
| 10 | Hopewell Center | 501(c)(3) | Anderson, IN | ||
| ... | and 107 more Wilshire Associates Incorporated not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Incorporated in the nonprofit sector include Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, Kestra Investment Services LLC, Nationwide, Reliance Trust Company, The Angell Pension Group, Inc., and Great-West Life and Annuity Insurance Co..
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