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 $48 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 | Kendal-Crosslands Communities | 501(c)(3) | Kennett Square, PA | ||
| 6 | Los Angeles Dependency Lawyers (LADL) | 501(c)(3) | Monterey Park, CA | ||
| 7 | Florence Crittenton Services of Orance County | 501(c)(3) | Fullerton, 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 60 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Fiduciary Investment Advisors, Prime Buchholz and Associates, NFP Retirement Inc., Segall Bryant and Hamill, Minnesota Life Insurance Company, RBC Capital Markets, Northwestern Mutual Investment Serv, The Segal Company, Benefit Plans Admin Services, Inc., and Ubs Financial Services.
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