Cause IQ vendor profile

Raymond James and Associates

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.

Primary location:
St Petersburg, FL
All locations:
Identified clients:
Avg client size:
$70 mil revenue
Median client size:
$20 mil revenue

Raymond James and Associates client list

1National Rural Electric Cooperative Association (NRECA)501(c)(6)Arlington, VA
2National Telecommunications Cooperative Association (NTCA)501(c)(6)Arlington, VA
3Raymond James Charitable Endowment Fund501(c)(3)St Petersburg, FL
4WellStar West Georgia Medical Center501(c)(3)Marietta, GA
5Geffen Playhouse501(c)(3)Los Angeles, CA
6Decatur Memorial Hospital (DMH)501(c)(3)Decatur, IL
7Calvin College501(c)(3)Grand Rapids, MI
8Van Andel Research Institute501(c)(3)Grand Rapids, MI
9Meridian Health Services501(c)(3)Muncie, IN
10Goodwill Industries of Arkansas501(c)(3)Little Rock, AR
...and 36 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 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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