Cause IQ vendor profile

Merrill Lynch Pierce Fenner and Smith


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 $14 million to $94 million.

Previous legal names, trade names, or just variations of their name include: Merrill Lynch Pierce Fenner Smith.

Primary location:
Pennington, NJ
All locations:
NJ, TX, NY, FL, PA
Identified clients:
127
Avg client size:
$76 mil revenue
Median client size:
$19 mil revenue

Merrill Lynch Pierce Fenner and Smith client list

 NameTypeLocation
1AmeriCares Foundation501(c)(3)Stamford, CT
2United States Chamber of Commerce (USCC)501(c)(6)Washington, DC
3Council for a Strong America501(c)(3)Washington, DC
4National Council on the Aging (NCOA)501(c)(3)Arlington, VA
5The Phillips Collection501(c)(3)Washington, DC
6United Way of King County501(c)(3)Seattle, WA
7New Leaders501(c)(3)New York, NY
8Winn Family Foundation501(c)(3)Dallas, TX
9After School Matters501(c)(3)Chicago, IL
10The Frisch School501(c)(3)Paramus, NJ
...and 117 more Merrill Lynch Pierce Fenner and Smith not-for-profit tax-exempt clients identified by Cause IQ

Merrill Lynch Pierce Fenner and Smith competitors

Competitors to Merrill Lynch Pierce Fenner and Smith in the nonprofit sector include Capfinancial Partners, LLC, Edward Jones, Wells Fargo Bank, Metlife Securities Inc, RBC Wealth Management, M&T Bank, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Fidelity Investments, and Morgan Stanley Smith Barney LLC.

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