Cause IQ vendor profile

Raymond James and Associates

Raymond James and Associates is a firm that provides investment management, financial advisor, consulting services, insurance agent or broker, and fiduciary trustee 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, and grantmaking foundations with revenues ranging from $9.2 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:
$71 mil revenue
Median client size:
$17 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
5Compass Park501(c)(3)Franklin, IN
6Geffen Playhouse501(c)(3)Los Angeles, CA
7Decatur Memorial Hospital (DMH)501(c)(3)Decatur, IL
8Calvin College501(c)(3)Grand Rapids, MI
9West Michigan Cancer Center and Institute for Blood Disorders (WMCC)501(c)(3)Kalamazoo, MI
10Meridian Health Services501(c)(3)Muncie, IN
...and 39 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, Newport Group, Inc., Morgan Stanley Smith Barney LLC, Global Retirement Partners LLC, Ubs Financial Services, Minnesota Life Insurance Company, LPL Financial, Usi Consulting Group, Nationwide, and Reliance Trust Company.

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.

Request a demo and see Cause IQ in action!

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Get a demo