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, 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 $14 million to $62 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 | Iberia Comprehensive Community Health Center (ICCHC) | 501(c)(3) | New Iberia, LA | ||
| 10 | Congressional School | 501(c)(3) | Falls Church, VA | ||
| ... | and 23 more Wilshire Associates Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilshire Associates Inc. in the nonprofit sector include Newport Trust Company, Bank Of New York Mellon, RBC Wealth Management, Sei Investments, Morgan Stanley Smith Barney LLC, M&T Bank, Ubs Financial Services Inc, Vanguard Group, Inc., Envestnet Retirement Solutions, LLC, and Resources Investment Advisors, Inc..
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