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, vocational rehabilitation services, and residential intellectual and developmental disability facilities with revenues ranging from $15 million to $46 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 | Los Angeles Dependency Lawyers (LADL) | 501(c)(3) | Monterey Park, CA | ||
| 7 | Living Well Disability Services | 501(c)(3) | Mendota Heights, MN | ||
| 8 | CRI-Help | 501(c)(3) | North Hollywood, CA | ||
| 9 | Herald Christian Health Center (HCHC) | 501(c)(3) | El Monte, CA | ||
| 10 | Residences at Vantage Point | 501(c)(3) | Columbia, MD | ||
| ... | 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 Fiduciary Investment Advisors, Prime Buchholz and Associates, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Minnesota Life Insurance Company, Raymond James Financial Services, Ubs Financial Services, and Cambridge Investment Research.
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