Cause IQ vendor profile

Raymond James Financial Services


Raymond James Financial Services is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, New York, and California (although they are present in other states as well).

Most Raymond James Financial Services clients are outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $15 million to $114 million.

Primary location:
St. Petersburg, FL
Clients in:
FL, CT, TX
Identified clients:
47
Avg client size:
$60 mil revenue
Median client size:
$24 mil revenue

Raymond James Financial Services client list

  Name Type Location
1 Alliance for a Healthier Generation 501(c)(3) Portland, OR
2 Society for Neuroscience (SFN) 501(c)(3) Washington, DC
3 Crystal Stairs 501(c)(3) Los Angeles, CA
4 Rosalind Franklin University of Medicine and Science (RFUMS) 501(c)(3) North Chicago, IL
5 San Francisco Conservatory of Music (SFCM) 501(c)(3) San Francisco, CA
6 The Guild for Exceptional Children 501(c)(3) Brooklyn, NY
7 New Visions for Public Schools 501(c)(3) New York, NY
8 Brandeis School of San Francisco 501(c)(3) San Francisco, CA
9 National Opinion Research Center (NORC) 501(c)(3) Chicago, IL
10 Gladstone Institutes 501(c)(3) San Francisco, CA
... and 37 more Raymond James Financial Services not-for-profit tax-exempt clients identified by Cause IQ

Raymond James Financial Services competitors

Competitors to Raymond James Financial Services in the nonprofit sector include Metlife Securities Inc, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Ascensus, Voya Financial Advisors Inc, Kibble and Prentice, Oppenheimer, Aetna Inc, LPL Financial Corporation, and Morgan Stanley Smith Barney.

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