Wilshire Associates Inc. is a firm that provides financial advisor, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Wilshire Associates Inc. clients are outpatient health care practitioners and facilities, individual and family services, and vocational rehabilitation services with revenues ranging from $15 million to $53 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mexican American Opportunity Foundation (MAOF) | 501(c)(3) | Montebello, CA | ||
| 2 | Pingree School | 501(c)(3) | South Hamilton, MA | ||
| 3 | Congressional School | 501(c)(3) | Falls Church, VA | ||
| 4 | Kensington Community Corporation for Individual Dignity (KenCCID) | 501(c)(3) | Philadelphia, PA | ||
| 5 | Rogerson Communities | 501(c)(3) | Boston, MA | ||
| 6 | Kendal-Crosslands Communities | 501(c)(3) | Kennett Square, PA | ||
| 7 | Los Angeles Dependency Lawyers (LADL) | 501(c)(3) | Monterey Park, CA | ||
| 8 | Living Well Disability Services | 501(c)(3) | Mendota Heights, MN | ||
| 9 | CRI-Help | 501(c)(3) | North Hollywood, CA | ||
| 10 | Herald Christian Health Center (HCHC) | 501(c)(3) | El Monte, CA | ||
| ... | and 62 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Royal Alliance Associates Inc, Pentegra Services Inc., Envestnet Retirement Solutions, LLC, Edward Jones, Reliance Trust Company, Usi Consulting Group, Nationwide, Trowe Price, Merrill Lynch Pierce Fenner and Smith, and Resources Investment Advisors, Inc..
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