Cause IQ vendor profile

Merrill Lynch

Merrill Lynch is a firm that provides investment management, financial advisor, insurance agent or broker, commercial bank, and outsourced management to nonprofit clients. They primarily provide their services regionally, with most clients in 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 $159,468 to $37 million.

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

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$34 mil revenue
Median client size:
$1.3 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)Arlington, VA
6American Academy of Physician Assistants (AAPA)501(c)(6)Alexandria, VA
7Acog Foundation501(c)(3)Washington, DC
8Pef Israel Endowment Funds501(c)(3)New York, NY
9Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
10Episcopal Communities and Services (ECS)501(c)(3)Monrovia, CA
...and 242 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 JP Morgan Chase, Northern Trust, Bank Of America, PNC Bank, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Fidelity Investments, Ubs Financial Services Inc, Wells Fargo Bank, and Morgan Stanley Smith Barney.

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