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 $13 million to $181 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 | Defenders of Wildlife | 501(c)(3) | Washington, DC | ||
| 2 | National Association of Social Workers (NASW) | 501(c)(6) | 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 | Max & Victoria Dreyfus Foundation | 501(c)(3) | Washington, DC | ||
| 7 | Montefiore NYACK Hospital | 501(c)(3) | Nyack, NY | ||
| 8 | Northwest Hospital Center | 501(c)(3) | Randallstown, MD | ||
| 9 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| 10 | UTMB Healthcare Systems | 501(c)(3) | Galveston, TX | ||
| ... | and 72 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 M&T Bank, Ascensus, Newport Group, Inc., Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, RBC Wealth Management, Global Retirement Partners LLC, Merrill Lynch, Cambridge Investment Research, and Minnesota Life Insurance Company.
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