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 operate nationwide, with nonprofit clients using their services across the country.

Most Merrill Lynch clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $212,077 to $40 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:
NJ, MA, TX, OH, CA, MI, NY, IL, AZ, FL
Identified clients:
221
Avg client size:
$38 mil revenue
Median client size:
$2.0 mil revenue

Merrill Lynch client list

 NameTypeLocation
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
7Pef Israel Endowment Funds501(c)(3)New York, NY
8Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
9Episcopal Communities and Services (ECS)501(c)(3)Monrovia, CA
10The Jerome L. Greene Foundation501(c)(3)New York, NY
...and 211 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, PNC Bank, Bank Of America, Northern Trust, Ubs Financial Services, The Vanguard Group, Wells Fargo Bank, Prudential, Morgan Stanley Smith Barney, and Morgan Stanley.

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