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 California, District of Columbia, Michigan, and Pennsylvania (although they are present in other states as well).
Most Merrill Lynch, Pierce, Fenner and S clients are hospitals, outpatient health care practitioners and facilities, trade associations, and professional associations with revenues ranging from $36 million to $465 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Young Presidents' Organization (YPO) | 501(c)(6) | Irving, TX | ||
| 2 | Ncta - The Internet and Television Association (NCTA) | 501(c)(6) | Washington, DC | ||
| 3 | National Restaurant Association (NRA) | 501(c)(6) | Washington, DC | ||
| 4 | American Nurses Association (ANA) | 501(c)(6) | Silver Spring, MD | ||
| 5 | Acts Retirement-Life Communities Incorporated | 501(c)(3) | Fort Washington, PA | ||
| 6 | Institute of International Finance (IIF) | 501(c)(6) | Washington, DC | ||
| 7 | Community Care (CC) | 501(c)(3) | Brookfield, WI | ||
| 8 | Pih Health Good Samaritan Hospital | 501(c)(3) | Los Angeles, CA | ||
| 9 | The Guidance Center | 501(c)(3) | Southgate, MI | ||
| 10 | Northeast Georgia Health System (NGHS) | 501(c)(3) | Gainesville, GA | ||
| ... | and 16 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 Minnesota Life Insurance Company, State Street Global Advisors, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., Paychex, Inc., Capital Research and Management Company, Benefit Plans Admin Services, Inc., and Alerus Financial, N.a..
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