Cause IQ vendor profile

Merrill Lynch

Merrill Lynch is a firm that provides investment management, financial advisor, outsourced management, insurance agent or broker, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey, New York, and California (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 $2.1 million to $59 million.

Previous legal names, trade names, or just variations of their name include: Merrill Lynch and Co., Inc..

Primary location:
Pennington, NJ
All locations:
Identified clients:
Avg client size:
$43 mil revenue
Median client size:
$6.6 mil revenue

Merrill Lynch client list

1Food For The Poor (FFP)501(c)(3)Coconut Creek, FL
2United States Chamber of Commerce (USCC)501(c)(6)Washington, DC
3Hall-Perrine Foundation501(c)(3)Cedar Rapids, IA
4The Pittsburgh Foundation501(c)(3)Pittsburgh, PA
5American Trucking Associations (ATA)501(c)(6)Washington, DC
6American Academy of Physician Associates (AAPA)501(c)(6)Alexandria, VA
7Pef Israel Endowment Funds501(c)(3)New York, NY
8by the Bay Health Formerly Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
9The Keith Campbell Foundation for the Environment501(c)(3)Bethesda, MD
10Macmillan Family Foundation501(c)(3)New York, NY
...and 173 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ

Merrill Lynch competitors

Competitors to Merrill Lynch in the nonprofit sector include Ubs Financial Services, Wells Fargo Bank, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Merrill Lynch Pierce Fenner and Smith, Morgan Stanley Smith Barney, Morgan Stanley, Pimco, US Bank, and JP Morgan Chase.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!