Cause IQ vendor profile

Lincoln Financial Advisors


Lincoln Financial Advisors is a firm that provides insurance agent or broker, investment management, financial advisor, insurance, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Maryland (although they are present in other states as well).

Most Lincoln Financial Advisors clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $14 million to $378 million.

Previous legal names, trade names, or just variations of their name include: Lincoln Financial Advisors Corp.; and Lincoln Financial Advisors LLC.

Primary location:
Fort Wayne, IN
All locations:
IN, IA
Identified clients:
259
Avg client size:
$195 mil revenue
Median client size:
$26 mil revenue

Lincoln Financial Advisors client list

 NameTypeLocation
1Howard University501(c)(3)Washington, DC
2Brennan Center for Justice501(c)(3)New York, NY
3National School Boards Association (NSBA)501(c)(3)Alexandria, VA
4Council for a Strong America501(c)(3)Washington, DC
5UCSF Benioff Children's Hospital Oakland501(c)(3)Oakland, CA
6Baltimore Museum of Art501(c)(3)Baltimore, MD
7Kaboom501(c)(3)Bethesda, MD
8National Building Museum501(c)(3)Washington, DC
9Conservation Nation (FONZ)501(c)(3)Washington, DC
10American Ballet Theatre (ABT)501(c)(3)New York, NY
...and 249 more Lincoln Financial Advisors not-for-profit tax-exempt clients identified by Cause IQ

Lincoln Financial Advisors competitors

Competitors to Lincoln Financial Advisors in the nonprofit sector include Ascensus, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Co., Variable Annuity Life Insurance Company, Fidelity Investments, Ubs Financial Services Inc, Metlife Securities Inc, Fidelity Investments Institutional, JP Morgan Chase, and LPL Financial.

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