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, child and youth services, and grantmaking foundations with revenues ranging from $9.6 million to $178 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:
MS, TN, OH, CA, HI, MO, GA, FL, NY, CT, MD
Identified clients:
90
Avg client size:
$69 mil revenue
Median client size:
$21 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 J127 Education Foundation 501(c)(3) Fairfax, VA
6 MAJIC Vermont Foundation 501(c)(3) Wilmington, DE
7 Northwest Hospital Center 501(c)(3) Randallstown, MD
8 Carroll Hospital 501(c)(3) Westminster, MD
9 UTMB Healthcare Systems 501(c)(3) Galveston, TX
10 Self Enhancement 501(c)(3) Portland, OR
... and 80 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 Cambridge Investment Research, Raymond James Financial Services, Ubs Financial Services, Minnesota Life Insurance Company, The Segal Company, RBC Capital Markets, Ubs Financial Services, Inc., Adp, LPL Financial, and Ameriprise Financial Services.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!