Cause IQ vendor profile

Wilshire Associates LLC


Wilshire Associates LLC is a firm that provides financial advisor, investment management, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Texas, and Virginia (although they are present in other states as well).

Most Wilshire Associates LLC clients are hospitals, child and youth services, and individual and family services with revenues ranging from $28 million to $145 million.

Previous legal names, trade names, or just variations of their name include: Wilshire Associates.

Primary location:
Santa Monica, CA
Clients in:
PA, CA
Identified clients:
14
Avg client size:
$94 mil revenue
Median client size:
$36 mil revenue

Wilshire Associates LLC client list

  Name Type Location
1 National Telecommunications Cooperative Association (NTCA) 501(c)(6) Arlington, VA
2 The Institute for Family Health 501(c)(3) New York, NY
3 Child Mind Institute 501(c)(3) New York, NY
4 Center for Alternative Sentencing and Employment Services (CASES) 501(c)(3) Brooklyn, NY
5 Chambersburg Hospital 501(c)(3) York, PA
6 The Hospice Foundation of Greater Baton Rouge 501(c)(3) Baton Rouge, LA
7 Children and Families First 501(c)(3) Wilmington, DE
8 Minnie Hamilton Health System (MHHS) 501(c)(3) Grantsville, WV
9 CHI St Luke's Health / St Luke's Health System Corporation 501(c)(3) Houston, TX
10 Via Centers for Neurodevelopment (VIA) 501(c)(3) Charlottesville, VA
... and 4 more Wilshire Associates LLC not-for-profit tax-exempt clients identified by Cause IQ

Wilshire Associates LLC competitors

Competitors to Wilshire Associates LLC in the nonprofit sector include Fidelity, Principal, Alerus Financial, N.a., Marquette and Associates, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group LLC, Ubs, Ameriprise Financial Services, Ubs Financial Services, Inc., and Northwestern Mutual Investment Serv.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!