Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, tax accounting, financial advisor, insurance agent or broker, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York 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, health and welfare funds, child and youth services, and grantmaking foundations with revenues ranging from $12 million to $97 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 | National Council on the Aging (NCOA) | 501(c)(3) | Arlington, VA | ||
| 6 | The Phillips Collection | 501(c)(3) | Washington, DC | ||
| 7 | American Academy of Physician Associates (AAPA) | 501(c)(6) | Alexandria, VA | ||
| 8 | United Way of King County | 501(c)(3) | Seattle, WA | ||
| 9 | After School Matters | 501(c)(3) | Chicago, IL | ||
| 10 | The Frisch School | 501(c)(3) | Paramus, NJ | ||
| ... | and 123 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 Capfinancial Partners, LLC, Edward Jones, Wells Fargo Bank, Capfinancial Partners, Raymond James Financial Services, Minnesota Life Insurance Company, RBC Capital Markets, Ameriprise Financial Services, Cambridge Investment Research, and JP Morgan Chase.
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