Morgan Stanley Wealth Management is a firm that provides financial advisor, investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and New York (although they are present in other states as well).
Most Morgan Stanley Wealth Management clients are health and welfare funds, legal services, hospitals, libraries and archives, community colleges and junior colleges, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $2.5 million to $57 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Urban Justice Center | 501(c)(3) | New York, NY | ||
| 2 | Seattle Public Library Foundation | 501(c)(3) | Seattle, WA | ||
| 3 | Alfred E Mann Charities | 501(c)(3) | San Fernando, CA | ||
| 4 | The Applebaum Foundation | 501(c)(3) | New York, NY | ||
| 5 | Rocky Mountain Human Services | 501(c)(3) | Denver, CO | ||
| 6 | Judson | 501(c)(3) | Cleveland, OH | ||
| 7 | Reid Hospital and Health Care Services | 501(c)(3) | Richmond, IN | ||
| 8 | CBD College | 501(c)(3) | Los Angeles, CA | ||
| 9 | Community Legal Aid (CLA) | 501(c)(3) | Worcester, MA | ||
| 10 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| ... | and 14 more Morgan Stanley Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Wealth Management in the nonprofit sector include Capital Research and Management Company, Minnesota Life Insurance Company, Oneamerica Retirement Services LLC, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., RBC Capital Markets, Sei, Ubs Financial Services, and Matrix Trust Company.
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