Advised Assets Group is a firm that provides investment management, financial advisor, insurance agent or broker, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).
Most Advised Assets Group clients are outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, and hospitals with revenues ranging from $19 million to $95 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Freestore Foodbank | 501(c)(3) | Cincinnati, OH | ||
| 2 | IFCJ The Fellowship | 501(c)(3) | Chicago, IL | ||
| 3 | Federation of State Medical Boards of the United States | 501(c)(6) | Euless, TX | ||
| 4 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 5 | Jenner's Pond | 501(c)(3) | Bala Cynwyd, PA | ||
| 6 | Marshall Medical Center | 501(c)(3) | Placerville, CA | ||
| 7 | Iff | 501(c)(3) | Chicago, IL | ||
| 8 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 9 | Corporate Source (TCS) | 501(c)(3) | Garden City, NY | ||
| 10 | Jonathan Club (JC) | 501(c)(7) | Los Angeles, CA | ||
| ... | and 40 more Advised Assets Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Advised Assets Group in the nonprofit sector include Cambridge Investment Research, Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, Mma Securities LLC, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, RBC Capital Markets, Lincoln Financial Group, and LPL Financial.
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