Cause IQ vendor profile

Merrill Lynch


Merrill Lynch is a firm that provides investment management, financial advisor, outsourced management, commercial bank, and consulting services 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 $154,546 to $19 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
Identified clients:
262
Avg client size:
$23 mil revenue
Median client size:
$574 thou revenue

Merrill Lynch client list

 NameTypeLocation
1United States Chamber of Commerce (USCC)501(c)(6)Washington, DC
2Hall-Perrine Foundation501(c)(3)Cedar Rapids, IA
3The Pittsburgh Foundation501(c)(3)Pittsburgh, PA
4American College of Obstetricians and Gynecologists (ACOG)501(c)(3)Washington, DC
5American Trucking Associations (ATA)501(c)(6)Arlington, VA
6Pef Israel Endowment Funds501(c)(3)New York, NY
7Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
8The Jerome L. Greene Foundation501(c)(3)New York, NY
9Lovett-Woodsum Foundation501(c)(3)Boston, MA
10Koshland Foundation501(c)(3)Menlo Park, CA
...and 252 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 Northern Trust, Bank Of America, PNC Bank, Wells Fargo Bank, US Bank, JP Morgan Chase, Ubs Financial Services, Ubs Financial Services Inc, Morgan Stanley Smith Barney, and Morgan Stanley.

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