Merrill Lynch, Pierce, Fenner and S is a firm that provides administrative support, investment management, commercial bank, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia and Pennsylvania (although they are present in other states as well).
Most Merrill Lynch, Pierce, Fenner and S clients are trade associations, outpatient health care practitioners and facilities, hospitals, health and disease research fundraising organizations, and professional associations with revenues ranging from $35 million to $248 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Young Presidents' Organization (YPO) | 501(c)(6) | Irving, TX | ||
| 2 | America's Health Insurance Plans (AHIP) | 501(c)(6) | Washington, DC | ||
| 3 | Ncta - The Internet and Television Association (NCTA) | 501(c)(6) | Washington, DC | ||
| 4 | National Restaurant Association (NRA) | 501(c)(6) | Washington, DC | ||
| 5 | Muscular Dystrophy Association | 501(c)(3) | Chicago, IL | ||
| 6 | American Nurses Association (ANA) | 501(c)(6) | Silver Spring, MD | ||
| 7 | Acts Retirement-Life Communities Incorporated | 501(c)(3) | Fort Washington, PA | ||
| 8 | Institute of International Finance (IIF) | 501(c)(6) | Washington, DC | ||
| 9 | Community Care (CC) | 501(c)(3) | Brookfield, WI | ||
| 10 | The Guidance Center | 501(c)(3) | Southgate, MI | ||
| ... | and 15 more Merrill Lynch, Pierce, Fenner and S not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch, Pierce, Fenner and S in the nonprofit sector include Cambridge Investment Research Inc, Ubs Financial Services, Inc., Capital Research and Management Company, State Street Global Advisors, Benefit Plans Admin Services, Inc., Alerus Financial, N.a., Matrix Trust Company, Raymond James and Associates, Fidelity, and Well and Good LLC.
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