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 and hospitals with revenues ranging from $15 million to $131 million.

Primary location:
St. Petersburg, FL
All locations:
FL, TX
Identified clients:
47
Avg client size:
$55 mil revenue
Median client size:
$24 mil revenue

Raymond James Financial Services client list

 NameTypeLocation
1Alliance for a Healthier Generation501(c)(3)Portland, OR
2Society for Neuroscience (SFN)501(c)(3)Washington, DC
3Crystal Stairs501(c)(3)Los Angeles, CA
4Rosalind Franklin University of Medicine and Science (RFUMS)501(c)(3)North Chicago, IL
5San Francisco Conservatory of Music (SFCM)501(c)(3)San Francisco, CA
6The Guild for Exceptional Children501(c)(3)Brooklyn, NY
7New Visions for Public Schools501(c)(3)New York, NY
8Brandeis School of San Francisco501(c)(3)San Francisco, CA
9National Opinion Research Center (NORC)501(c)(3)Chicago, IL
10Gladstone Institutes501(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 Global Retirement Partners LLC, Valic, Commonwealth Financial Network, Merrill Lynch, Voya Financial Advisors Inc, Kibble and Prentice, LPL Financial Corporation, CBIZ Financial Solutions Inc, Lincoln Financial Advisors, and Oppenheimer.

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