Cause IQ vendor profile

Usi Advisors Inc


Usi 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 Washington, Nebraska, and Minnesota (although they are present in other states as well).

Most Usi Advisors Inc clients are outpatient health care practitioners and facilities, hospitals, and social advocacy organizations with revenues ranging from $35 million to $244 million.

Primary location:
Glastonbury, CT
All locations:
CT
Identified clients:
36
Avg client size:
$168 mil revenue
Median client size:
$52 mil revenue

Usi Advisors Inc client list

 NameTypeLocation
1Food Marketplace (FMI)501(c)(6)Arlington, VA
2Natural Resources Defense Council501(c)(3)New York, NY
3Human Rights Campaign501(c)(4)Washington, DC
4Downtown Emergency Service Center (DESC)501(c)(3)Seattle, WA
5The Lighthouse for The Blind501(c)(3)Seattle, WA
6Wesley Homes501(c)(3)Des Moines, WA
7The Bush School501(c)(3)Seattle, WA
8University Child Development School (UCDS)501(c)(3)Seattle, WA
9CareOregon501(c)(3)Portland, OR
10University of Washington Physicians501(c)(3)Seattle, WA
...and 26 more Usi Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ

Usi Advisors Inc competitors

Competitors to Usi Advisors Inc in the nonprofit sector include Benefit Plans Admin Services, Inc., Towers Watson, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, and Fidelity.

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