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.
| 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 | ||||
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.
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