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 $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.

Primary location:
St Petersburg, FL
All locations:
Identified clients:
Avg client size:
$69 mil revenue
Median client size:
$21 mil revenue

Raymond James and Associates client list

1Defenders of Wildlife501(c)(3)Washington, DC
2National Association of Social Workers (NASW)501(c)(6)Washington, DC
3Epilepsy Foundation501(c)(3)Bowie, MD
4NeighborWorks America501(c)(3)Washington, DC
5J127 Education Foundation501(c)(3)Fairfax, VA
6Max & Victoria Dreyfus Foundation501(c)(3)Washington, DC
7Montefiore NYACK Hospital501(c)(3)Nyack, NY
8Northwest Hospital Center501(c)(3)Randallstown, MD
9Carroll Hospital501(c)(3)Westminster, MD
10UTMB Healthcare Systems501(c)(3)Galveston, TX
...and 72 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 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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