Cause IQ vendor profile

NFP Retirement Inc.


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

Most NFP Retirement Inc. clients are elementary and secondary schools and hospitals with revenues ranging from $30 million to $331 million.

Primary location:
Aliso Viejo, CA
All locations:
CA
Identified clients:
56
Avg client size:
$180 mil revenue
Median client size:
$49 mil revenue

NFP Retirement Inc. client list

 NameTypeLocation
1Norwich University501(c)(3)Northfield, VT
2The Institute of Internal Auditors (IIA)501(c)(6)Lake Mary, FL
3Denver Museum of Nature and Science501(c)(3)Denver, CO
4Homeboy Industries501(c)(3)Los Angeles, CA
5Hillel International501(c)(3)Washington, DC
6AltaMed Health Services Corporation501(c)(3)Los Angeles, CA
7San Diego Zoo Wildlife Alliance501(c)(3)San Diego, CA
8People Assisting the Homeless (PATH)501(c)(3)Los Angeles, CA
9Aspiranet501(c)(3)South San Francisco, CA
10Neumann University501(c)(3)Aston, PA
...and 46 more NFP Retirement Inc. not-for-profit tax-exempt clients identified by Cause IQ

NFP Retirement Inc. competitors

Competitors to NFP Retirement Inc. in the nonprofit sector include Aon Hewitt, Morgan Stanley Smith Barney LLC, Global Retirement Partners LLC, Ameriprise Financial Services, Towers Watson, Capfinancial Partners, LLC, The Segal Company, CBIZ Financial Solutions Inc, Milliman, and Morgan Stanley Smith Barney.

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