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 and Maryland (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 $77 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | May Institute | 501(c)(3) | Randolph, MA | ||
| 2 | Child Care Aware of America | 501(c)(3) | Arlington, VA | ||
| 3 | American Geophysical Union (AGU) | 501(c)(3) | Washington, DC | ||
| 4 | American Association of Colleges of Nursing | 501(c)(3) | Washington, DC | ||
| 5 | Polytechnic School | 501(c)(3) | Pasadena, CA | ||
| 6 | Thom Child and Family Services | 501(c)(3) | Framingham, MA | ||
| 7 | The Educational Foundation of America (EFA) | 501(c)(3) | Bethesda, MD | ||
| 8 | The Hearthstone | 501(c)(3) | Seattle, WA | ||
| 9 | North Ward Center | 501(c)(3) | Newark, NJ | ||
| 10 | The Dunn Foundation | 501(c)(3) | Wilmington, DE | ||
| ... | and 80 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Capfinancial Partners, LLC, Cambridge Investment Research Inc, LPL Financial, Raymond James Financial Services, Minnesota Life Insurance Company, The Segal Company, Northwestern Mutual Investment Serv, NFP Retirement Inc., Ameriprise Financial Services, and Voya Retirement Insurance and Annuity Co..
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