Fiduciary Investment Advisors, LLC is a firm that provides investment management, financial advisor, consulting services, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, Connecticut, and New York (although they are present in other states as well).
Most Fiduciary Investment Advisors, LLC clients are colleges, universities, and professional schools, elementary and secondary schools, and hospitals with revenues ranging from $82 million to $338 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Clark University | 501(c)(3) | Worcester, MA | ||
| 2 | New York Law School (NYLS) | 501(c)(3) | New York, NY | ||
| 3 | Brandeis University | 501(c)(3) | Waltham, MA | ||
| 4 | Fairleigh Dickinson University (FDU) | 501(c)(3) | Teaneck, NJ | ||
| 5 | Simmons University | 501(c)(3) | Boston, MA | ||
| 6 | Milton Academy | 501(c)(3) | Milton, MA | ||
| 7 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 8 | Trinity College | 501(c)(3) | Hartford, CT | ||
| 9 | Miss Porter's School (MPS) | 501(c)(3) | Farmington, CT | ||
| 10 | MidState Medical Center | 501(c)(3) | Meriden, CT | ||
| ... | and 17 more Fiduciary Investment Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiduciary Investment Advisors, LLC in the nonprofit sector include Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Capfinancial Partners, LLC, M&T Bank, Newport Trust Company, Income Research and Management, and Vanguard Group, Inc..
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