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.
| 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 | ||||
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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