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, consulting services, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

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 $185 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:
OH, MO, CT, NY, TN, NC, MS, HI, GA, FL, MD, CA
Identified clients:
101
Avg client size:
$70 mil revenue
Median client size:
$24 mil revenue

Raymond James and Associates client list

  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 Defenders of Wildlife 501(c)(3) Washington, DC
4 Epilepsy Foundation of America 501(c)(3) Bowie, MD
5 NeighborWorks America 501(c)(3) Washington, DC
6 Federation of State Medical Boards of the United States 501(c)(6) Euless, TX
7 James P Banks Foundation 501(c)(3) Chicago, IL
8 Westside Neighborhood School (WNS) 501(c)(3) Los Angeles, CA
9 New Visions for Public Schools 501(c)(3) New York, NY
10 Claude Moore Charitable Foundation 501(c)(3) Fairfax, VA
... and 91 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 Leafhouse Financial Advisors, LLC, Ubs, Global Retirement Partners LLC, Merrill Lynch, Milliman, Kibble and Prentice, MML Investors Services, Morgan Stanley Smith Barney, Gallagher Benefit Services, and Charles Schwab and Co., Inc..

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