Cause IQ vendor profile

Wilshire Associates Incorporated

Wilshire Associates Incorporated is a firm that provides financial advisor, consulting services, outsourced management, investment management, and insurance agent or broker to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Wilshire Associates Incorporated clients are outpatient health care practitioners and facilities, hospitals, and elementary and secondary schools with revenues ranging from $16 million to $100 million.

Primary location:
Jersey City, NJ
All locations:
Identified clients:
Avg client size:
$61 mil revenue
Median client size:
$23 mil revenue

Wilshire Associates Incorporated client list

1Mental Health First Aid USA501(c)(3)Washington, DC
2American Society of Anesthesiologists (ASA)501(c)(6)Schaumburg, IL
3Avixa501(c)(6)Fairfax, VA
4Easter Seals Blake Foundation501(c)(3)Tucson, AZ
5American Osteopathic Association (AOA)501(c)(3)Chicago, IL
6American Gastroenterological Association Institute501(c)(3)Bethesda, MD
7National Quality Forum501(c)(3)Washington, DC
8Center for Community Change (CCC)501(c)(3)Washington, DC
9Community Health Accreditation Program501(c)(3)Washington, DC
10Marine Corps Association501(c)(19)Quantico, VA
...and 245 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 LPL Financial, Ubs Financial Services, The Vanguard Group, Raymond James and Associates, Wells Fargo Bank, Morgan Stanley Smith Barney, Oppenheimer, Morgan Stanley, Morgan Stanley Smith Barney LLC, and Ubs Financial Services Inc.

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