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, hospitals, and community housing services with revenues ranging from $9.1 million to $50 million.

Primary location:
Jersey City, NJ
Clients in:
NJ
Identified clients:
117
Avg client size:
$77 mil revenue
Median client size:
$31 mil revenue

Wilshire Associates Incorporated client list

  Name Type Location
1 Marine Corps Association 501(c)(19) Quantico, VA
2 Cerebral Palsy of Westchester 501(c)(3) Rye Brook, NY
3 Comunilife 501(c)(3) New York, NY
4 Care Plus NJ 501(c)(3) Paramus, NJ
5 Beatitudes Campus 501(c)(3) Phoenix, AZ
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

Wilshire Associates Incorporated competitors

Competitors to Wilshire Associates Incorporated in the nonprofit sector include Minnesota Life Insurance Company, JP Morgan Chase, The Segal Company, Morningstar, NFP Retirement Inc., Ubs Financial Services, Ameriprise Financial Services, LPL Financial, Capfinancial Partners, LLC, and Adp.

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