Cause IQ vendor profile

Raymond James and Associates


Raymond James and Associates is a firm that provides financial advisor, investment management, insurance agent or broker, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Hawaii (although they are present in other states as well).

Most Raymond James and Associates clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $9.6 million to $188 million.

Previous legal names, trade names, or just variations of their name include: Raymond James; Raymond James Associates; and Raymond James Insurance.

Primary location:
St Petersburg, FL
Clients in:
HI, TN, CA, CT, OH, MS, MO, NY, MD, GA, FL
Identified clients:
93
Avg client size:
$68 mil revenue
Median client size:
$20 mil revenue

Raymond James and Associates client list

  Name Type Location
1 National Association of Social Workers (NASW) 501(c)(6) Washington, DC
2 Defenders of Wildlife 501(c)(3) Washington, DC
3 Epilepsy Foundation 501(c)(3) Bowie, MD
4 NeighborWorks America 501(c)(3) Washington, DC
5 Federation of State Medical Boards of the United States 501(c)(6) Euless, TX
6 J127 Education Foundation 501(c)(3) Fairfax, VA
7 MAJIC Vermont Foundation 501(c)(3) Wilmington, DE
8 Northwest Hospital Center 501(c)(3) Randallstown, MD
9 Carroll Hospital 501(c)(3) Westminster, MD
10 UTMB Healthcare Systems 501(c)(3) Galveston, TX
... and 83 more Raymond James and Associates not-for-profit tax-exempt clients identified by Cause IQ

Raymond James and Associates competitors

Competitors to Raymond James and Associates in the nonprofit sector include Minnesota Life Insurance Company, Ubs Financial Services, Raymond James Financial Services, Cambridge Investment Research Inc, The Segal Company, Cambridge Investment Research, Ubs Financial Services, Inc., Adp, RBC Capital Markets, and Ameriprise Financial Services.

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