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, hospitals, and grantmaking foundations with revenues ranging from $1.9 million to $59 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 | Window To the World Communications (WTTW) | 501(c)(3) | Chicago, IL | ||
| 4 | Aids Foundation of Chicago | 501(c)(3) | Chicago, IL | ||
| 5 | The Pittsburgh Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 6 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 7 | Pef Israel Endowment Funds | 501(c)(3) | New York, NY | ||
| 8 | Macmillan Family Foundation | 501(c)(3) | New York, NY | ||
| 9 | Community Access Unlimited | 501(c)(3) | Elizabeth, NJ | ||
| 10 | By THE BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| ... | and 215 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch in the nonprofit sector include Ubs Financial Services, Inc., Adp, The Segal Company, JP Morgan Chase, Ubs Financial Services, Newport Group, Inc., Fidelity Investments, Ascensus, Morgan Stanley Smith Barney LLC, and RBC Wealth Management.
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