Cause IQ vendor profile

Resources Investment Advisors, Inc.


Resources Investment Advisors, Inc. is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Resources Investment Advisors, Inc. clients are outpatient health care practitioners and facilities, elementary and secondary schools, and hospitals with revenues ranging from $30 million to $245 million.

Previous legal names, trade names, or just variations of their name include: Resources Investment Advisors LLC.

Primary location:
Overland Park, KS
All locations:
KS, GA
Identified clients:
127
Avg client size:
$110 mil revenue
Median client size:
$43 mil revenue

Resources Investment Advisors, Inc. client list

 NameTypeLocation
1The Leona M and Harry B Helmsley Charitable Trust501(c)(3)New York, NY
2ClimateWorks Foundation501(c)(3)San Francisco, CA
3The Chapin School501(c)(3)New York, NY
4Public Library of Science (PLOS)501(c)(3)San Francisco, CA
5Community Partners in Action (CPA)501(c)(3)Hartford, CT
6Pharmaceutical Research and Manufacturers of of America (PHRMA)501(c)(6)Washington, DC
7Catalight Foundation (ESBA)501(c)(3)Walnut Creek, CA
8The Children's Home Society of Florida501(c)(3)Orlando, FL
9San Diego Humane Society and SPCA501(c)(3)San Diego, CA
10Landon School (LS)501(c)(3)Bethesda, MD
...and 117 more Resources Investment Advisors, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Resources Investment Advisors, Inc. competitors

Competitors to Resources Investment Advisors, Inc. in the nonprofit sector include Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Ameriprise Financial Services, Towers Watson, JP Morgan Chase, Raymond James Financial Services, Capfinancial Partners, LLC, The Segal Company, Minnesota Life Insurance Company, and LPL Financial.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!