Cause IQ vendor profile

Merrill Lynch

Merrill Lynch is a firm that provides investment management, financial advisor, 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 $1.7 million to $57 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:
$45 mil revenue
Median client size:
$7.5 mil revenue

Merrill Lynch client list

1The Christian Broadcasting Network501(c)(3)Virginia Beach, VA
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
6Pef Israel Endowment Funds501(c)(3)New York, NY
7Alfred E Mann Charities501(c)(3)Los Angeles, CA
8The H Hovnanian Family Foundation501(c)(3)Tinton Falls, NJ
9Macmillan Family Foundation501(c)(3)New York, NY
10by the BAY Health (HBTB)501(c)(3)Larkspur, CA
...and 199 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 The Segal Company, JP Morgan Chase, Ubs Financial Services, Raymond James and Associates, The Vanguard Group, Wells Fargo Bank, Newport Group, Inc., Ascensus, Fidelity Investments, and RBC Wealth Management.

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