RBC Wealth Management is a firm that provides financial advisor, investment management, administrative support, fiduciary trustee, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Washington (although they are present in other states as well).
Most RBC Wealth Management clients are health and welfare funds, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $7.0 million to $98 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Education Association of the United States | 501(c)(5) | Washington, DC | ||
| 2 | May Institute | 501(c)(3) | Randolph, MA | ||
| 3 | Child Care Aware of America | 501(c)(3) | Arlington, VA | ||
| 4 | Summer Search | 501(c)(3) | Oakland, CA | ||
| 5 | American Geophysical Union (AGU) | 501(c)(3) | Washington, DC | ||
| 6 | Jcca | 501(c)(3) | Brooklyn, NY | ||
| 7 | CRISTA Ministries | 501(c)(3) | Shoreline, WA | ||
| 8 | Polytechnic School | 501(c)(3) | Pasadena, CA | ||
| 9 | Thom Child and Family Services | 501(c)(3) | Natick, MA | ||
| 10 | The Key Program Incorporated | 501(c)(3) | Framingham, MA | ||
| ... | and 69 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Global Retirement Partners LLC, Merrill Lynch, Raymond James and Associates, Reliance Trust Company, Voya Retirement Insurance and Annui, Edward Jones, Nationwide Life Insurance Company, Great-West Life and Annuity Insurance Co., Usi Consulting Group, and Metlife.
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