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, residential intellectual and developmental disability facilities, and professional associations with revenues ranging from $40 million to $256 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 | American Nurses Association (ANA) | 501(c)(6) | Silver Spring, MD | ||
| 6 | Acts Retirement-Life Communities Incorporated | 501(c)(3) | Fort Washington, PA | ||
| 7 | Inter-Industry Conference on Auto Collision Repairs (I-CAR) | 501(c)(6) | Hoffman Estates, IL | ||
| 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 14 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 Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., State Street Global Advisors, Capfinancial Partners, LLC, Income Research and Management, Vanguard Group, Inc., Charles Schwab Bank, Sei Investments, RBC Wealth Management, and Comerica Bank.
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