Raymond James and Associates is a firm that provides investment management, financial advisor, consulting services, outsourced management, and insurance agent or broker to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Raymond James and Associates clients are outpatient health care practitioners and facilities, hospitals, health and welfare funds, community housing services, vocational rehabilitation services, social advocacy organizations, and grantmaking foundations with revenues ranging from $9.0 million to $192 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 | National Telecommunications Cooperative Association (NTCA) | 501(c)(6) | Arlington, VA | ||
| 3 | Raymond James Charitable Endowment Fund | 501(c)(3) | St Petersburg, FL | ||
| 4 | WellStar West Georgia Medical Center | 501(c)(3) | Marietta, GA | ||
| 5 | Geffen Playhouse | 501(c)(3) | Los Angeles, CA | ||
| 6 | Decatur Memorial Hospital (DMH) | 501(c)(3) | Decatur, IL | ||
| 7 | Calvin College | 501(c)(3) | Grand Rapids, MI | ||
| 8 | Van Andel Research Institute | 501(c)(3) | Grand Rapids, MI | ||
| 9 | Meridian Health Services | 501(c)(3) | Muncie, IN | ||
| 10 | Goodwill Industries of Arkansas | 501(c)(3) | Little Rock, AR | ||
| ... | and 36 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 Ubs Financial Services Inc, Wilshire Associates Incorporated, Morgan Stanley Smith Barney, Morgan Stanley, Ubs Financial Services, LPL Financial, Cambridge Associates, Morgan Stanley Smith Barney LLC, Fidelity Investments, and Prudential.
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