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 $14 million to $87 million.

Primary location:
Jersey City, NJ
All locations:
Identified clients:
Avg client size:
$61 mil revenue
Median client size:
$25 mil revenue

Wilshire Associates Incorporated client list

1Three Square501(c)(3)Las Vegas, NV
2Nat Council for Mental Wellbeing501(c)(3)Washington, DC
3National Alliance on Mental Illness (NAMI)501(c)(3)Arlington, VA
4American Society of Anesthesiologists (ASA)501(c)(6)Schaumburg, IL
5Easter Seals Blake Foundation501(c)(3)Tucson, AZ
6American Association of Nurse Anesthetists501(c)(6)Rosemont, IL
7National Quality Forum501(c)(3)Washington, DC
8Marine Corps Association501(c)(19)Quantico, VA
9SBCS Corporation (SBCS)501(c)(3)Chula Vista, CA
10Four Oaks501(c)(3)Cedar Rapids, IA
...and 272 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 Kibble and Prentice, LPL Financial Corporation, Lincoln National Corporation, MML Investors Services, Charles Schwab and Co., Inc., Lincoln Financial Advisors, Oppenheimer, Gallagher Benefit Services, Digital Insurance, Inc, and Vanguard Energy Services LLC.

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