Wilshire Associates Inc. is a firm that provides financial advisor, investment management, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California, North Carolina, and Ohio (although they are present in other states as well).
Most Wilshire Associates Inc. clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $15 million to $61 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Pingree School | 501(c)(3) | South Hamilton, MA | ||
| 2 | Rogerson Communities | 501(c)(3) | Boston, MA | ||
| 3 | Internet Corporation for Assigned Names and Numbers (ICANN) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Los Angeles Dependency Lawyers (LADL) | 501(c)(3) | Monterey Park, CA | ||
| 5 | CRI-Help | 501(c)(3) | North Hollywood, CA | ||
| 6 | HopeHealth | 501(c)(3) | Florence, SC | ||
| 7 | Hopewell Health Centers (HHC) | 501(c)(3) | Chillicothe, OH | ||
| 8 | Old Dominion University Research Foundation (ODURF) | 501(c)(3) | Norfolk, VA | ||
| 9 | Zepf Center | 501(c)(3) | Toledo, OH | ||
| 10 | Iberia Comprehensive Community Health Center (ICCHC) | 501(c)(3) | New Iberia, LA | ||
| ... | and 22 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Benefit Plans Admin Services, Inc., Cambridge Investment Research, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, Segall Bryant and Hamill, Fiduciary Investment Advisors, RBC Capital Markets, and Prime Buchholz and Associates.
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