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 Pennsylvania (although they are present in other states as well).

Most Resources Investment Advisors, Inc. clients are hospitals, outpatient health care practitioners and facilities, elementary and secondary schools, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $26 million to $280 million.

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

Primary location:
Overland Park, KS
Clients in:
GA, KS
Identified clients:
75
Avg client size:
$118 mil revenue
Median client size:
$45 mil revenue

Resources Investment Advisors, Inc. client list

  Name Type Location
1 The Leona M and Harry B Helmsley Charitable Trust 501(c)(3) New York, NY
2 ClimateWorks Foundation 501(c)(3) San Francisco, CA
3 Public Library of Science (PLOS) 501(c)(3) Alhambra, CA
4 Community Partners in Action (CPA) 501(c)(3) Hartford, CT
5 Catalight Foundation (ESBA) 501(c)(3) Walnut Creek, CA
6 The Children's Home Society of Florida 501(c)(3) Orlando, FL
7 San Diego Humane Society and SPCA 501(c)(3) San Diego, CA
8 Landon School (LS) 501(c)(3) Bethesda, MD
9 Resources for Human Development (RHD) 501(c)(3) Philadelphia, PA
10 Weingart Center Association 501(c)(3) Los Angeles, CA
... and 65 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 Royal Alliance Associates Inc, Fiduciary Investment Advisors, LLC, Nationwide, Edward Jones, Stifel Nicolaus, National Financial Services, State Street Bank and Trust, Trowe Price, Pentegra Services Inc., and Merrill Lynch Pierce Fenner and Smith.

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