Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, financial advisor, tax accounting, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Florida, and New Jersey (although they are present in other states as well).
Most Merrill Lynch Pierce Fenner and Smith clients are outpatient health care practitioners and facilities and grantmaking foundations with revenues ranging from $13 million to $132 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch Pierce Fenner Smith.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | AmeriCares Foundation | 501(c)(3) | Stamford, CT | ||
| 2 | United States Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | American Farmland Trust (AFT) | 501(c)(3) | Washington, DC | ||
| 4 | Council for a Strong America | 501(c)(3) | Washington, DC | ||
| 5 | The Music Center (TMC) | 501(c)(3) | Los Angeles, CA | ||
| 6 | The Phillips Collection | 501(c)(3) | Washington, DC | ||
| 7 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 8 | American Academy of Physician Associates (AAPA) | 501(c)(6) | Alexandria, VA | ||
| 9 | Charities Aid Foundation of America | 501(c)(3) | Alexandria, VA | ||
| 10 | United Way of King County | 501(c)(3) | Seattle, WA | ||
| ... | and 138 more Merrill Lynch Pierce Fenner and Smith not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch Pierce Fenner and Smith in the nonprofit sector include Edward Jones, CBIZ, Capfinancial Partners, Capfinancial Partners, LLC, Wells Fargo Bank, Royal Alliance Associates Inc, Reliance Trust Company, Great-West Life and Annuity Insurance Co., Definiti, LLC, and Usi Consulting Group.
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