Merrill Lynch is a firm that provides financial advisor, investment management, commercial bank, insurance agent or broker, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and New Jersey (although they are present in other states as well).
Most Merrill Lynch clients are health and welfare funds and grantmaking foundations with revenues ranging from $1.6 million to $49 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch and Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Christian Broadcasting Network | 501(c)(3) | Virginia Beach, VA | ||
| 2 | United States Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | The Pittsburgh Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 4 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 5 | Pef Israel Endowment Funds | 501(c)(3) | New York, NY | ||
| 6 | Macmillan Family Foundation | 501(c)(3) | New York, NY | ||
| 7 | By THE BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 8 | Jerome L Greene Foundation | 501(c)(3) | New York, NY | ||
| 9 | Children's Hospital Radiology Foundation | 501(c)(3) | Boston, MA | ||
| 10 | Marty and Dorothy Silverman Foundation | 501(c)(3) | New York, NY | ||
| ... | and 203 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch in the nonprofit sector include Aetna Inc, Morgan Stanley Smith Barney, Vanguard Energy Services LLC, Morgan Stanley, RBC Wealth Management, Fidelity Investments, Ascensus, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, and JP Morgan Chase.
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