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 $10 million to $153 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 | Girl Scout Council of the Nation's Capital (GSCNC) | 501(c)(3) | Washington, DC | ||
| 2 | Epilepsy Foundation | 501(c)(3) | Bowie, MD | ||
| 3 | NeighborWorks America | 501(c)(3) | Washington, DC | ||
| 4 | Federation of State Medical Boards (FSMB) | 501(c)(6) | Euless, TX | ||
| 5 | James P Banks Foundation | 501(c)(3) | Chicago, IL | ||
| 6 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 7 | Westside Neighborhood School (WNS) | 501(c)(3) | Los Angeles, CA | ||
| 8 | Claude Moore Charitable Foundation | 501(c)(3) | Fairfax, VA | ||
| 9 | North Carolina Bar Association | 501(c)(6) | Cary, NC | ||
| 10 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| ... | and 88 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 Minnesota Life Insurance Company, Ubs Financial Services, Ameriprise Financial Services, Ubs Financial Services, Inc., Raymond James Financial Services, LPL Financial, RBC Capital Markets, Mma Securities LLC, The Segal Company, and Northwestern Mutual Investment Serv.
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