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 (although they are present in other states as well).

Most Raymond James Financial Services clients are hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $15 million to $126 million.

Primary location:
St. Petersburg, FL
Clients in:
FL, CT, TX
Identified clients:
50
Avg client size:
$67 mil revenue
Median client size:
$27 mil revenue

Raymond James Financial Services client list

  Name Type Location
1 Alliance for a Healthier Generation 501(c)(3) Portland, OR
2 Hawaii Community Foundation 501(c)(3) Honolulu, HI
3 NeighborWorks America 501(c)(3) Washington, DC
4 Society for Neuroscience (SFN) 501(c)(3) Washington, DC
5 Crystal Stairs 501(c)(3) Los Angeles, CA
6 Parker University 501(c)(3) Dallas, TX
7 San Francisco Conservatory of Music (SFCM) 501(c)(3) San Francisco, CA
8 Brandeis School of San Francisco 501(c)(3) San Francisco, CA
9 Osceola Medical Center (OMC) 501(c)(3) Osceola, WI
10 Clean Air Task Force (CATF) 501(c)(3) Boston, MA
... and 40 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 Wells Fargo Clearing Services LLC, Captrust, Ubs Financial Services, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Mma Securities LLC, RBC Capital Markets, Minnesota Life Insurance Company, Cambridge Investment Research, and Ameriprise Financial Services.

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.

and see Cause IQ in action!