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 $12 million to $190 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 | Montefiore NYACK Hospital | 501(c)(3) | Nyack, NY | ||
| 7 | Northwest Hospital Center | 501(c)(3) | Randallstown, MD | ||
| 8 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| 9 | UTMB Healthcare Systems | 501(c)(3) | Galveston, TX | ||
| 10 | St. Mark Village | 501(c)(3) | Palm Harbor, FL | ||
| ... | and 74 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 Cambridge Investment Research, Minnesota Life Insurance Company, Ubs Financial Services, Inc., RBC Capital Markets, Adp, Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Capfinancial Partners, LLC, and The Segal Company.
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