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.
| 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 | Compass Park | 501(c)(3) | Franklin, IN | ||
| 6 | Geffen Playhouse | 501(c)(3) | Los Angeles, CA | ||
| 7 | Decatur Memorial Hospital (DMH) | 501(c)(3) | Decatur, IL | ||
| 8 | Calvin College | 501(c)(3) | Grand Rapids, MI | ||
| 9 | West Michigan Cancer Center and Institute for Blood Disorders (WMCC) | 501(c)(3) | Kalamazoo, MI | ||
| 10 | Meridian Health Services | 501(c)(3) | Muncie, IN | ||
| ... | and 39 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, 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.
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