Raymond James and Associates is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and fiduciary trustee 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 $11 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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Girl Scout Council of the Nation's Capital (GSCNC) | 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 | James P Banks Foundation | 501(c)(3) | Chicago, IL | ||
| 7 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 8 | Westside Neighborhood School (WNS) | 501(c)(3) | Los Angeles, CA | ||
| 9 | Claude Moore Charitable Foundation | 501(c)(3) | Fairfax, VA | ||
| 10 | North Carolina Bar Association | 501(c)(6) | Cary, NC | ||
| ... | and 92 more Raymond James and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Raymond James and Associates in the nonprofit sector include Ubs, Merrill Lynch, Global Retirement Partners LLC, Leafhouse Financial Advisors, LLC, M&T Bank, Newport Group, Inc., Ascensus, Empower Annuity Insurance Company, Ubs Financial Services Inc, and Vanguard Group, Inc..
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