Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, tax accounting, insurance agent or broker, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey and New York (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 $94 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 | New Leaders | 501(c)(3) | New York, NY | ||
| 10 | After School Matters | 501(c)(3) | Chicago, IL | ||
| ... | and 118 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, Wells Fargo Bank, Edward Jones, Cambridge Investment Research, Minnesota Life Insurance Company, Fidelity Investments Institutional, Ubs Financial Services, Inc., Morningstar, CBIZ Retirement Plan Services, and Adp.
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