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 $13 million to $297 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
Clients in:
IA, AZ, IN
Identified clients:
198
Avg client size:
$220 mil revenue
Median client size:
$26 mil revenue

Lincoln Financial Advisors client list

  Name Type Location
1 Brennan Center for Justice 501(c)(3) New York, NY
2 National School Boards Association (NSBA) 501(c)(3) Alexandria, VA
3 Council for a Strong America 501(c)(3) Washington, DC
4 Baltimore Museum of Art 501(c)(3) Baltimore, MD
5 Kaboom 501(c)(3) Bethesda, MD
6 National Building Museum 501(c)(3) Washington, DC
7 Conservation Nation (FONZ) 501(c)(3) Washington, DC
8 Southern Environmental Law Center (SELC) 501(c)(3) Charlottesville, VA
9 American Ballet Theatre 501(c)(3) New York, NY
10 The Community Partnership for the Prevention of Homelessness 501(c)(3) Washington, DC
... and 188 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 Gallagher Benefit Services Inc, Commonwealth Financial Network, Global Retirement Partners LLC, Valic, Merrill Lynch, Wells Fargo Bank, CBIZ Benefits and Insurance Services, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, and Kestra Investment Services LLC.

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