RBC Wealth Management is a firm that provides financial advisor, investment management, administrative support, fiduciary trustee, and commercial bank 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 and grantmaking foundations with revenues ranging from $6.7 million to $101 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Education Association of the United States (NEA) | 501(c)(5) | Washington, DC | ||
| 2 | May Institute | 501(c)(3) | Randolph, MA | ||
| 3 | Child Care Aware of America (CCAOA) | 501(c)(3) | Arlington, VA | ||
| 4 | American Geophysical Union (AGU) | 501(c)(3) | Washington, DC | ||
| 5 | American Association of Colleges of Nursing (AACN) | 501(c)(3) | Washington, DC | ||
| 6 | Polytechnic School (Poly) | 501(c)(3) | Pasadena, CA | ||
| 7 | Thom Child and Family Services | 501(c)(3) | Framingham, MA | ||
| 8 | Educational Foundation of America (EFA) | 501(c)(3) | Bethesda, MD | ||
| 9 | North Ward Center | 501(c)(3) | Newark, NJ | ||
| 10 | The River School | 501(c)(3) | Washington, DC | ||
| ... | and 79 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Massachusetts Mutual Life Ins Company, Nationwide, Metlife, Trowe Price, Reliance Trust Company, TD Ameritrade, Nationwide Life Insurance Company, Voya Retirement Insurance and Annui, Merrill Lynch Pierce Fenner and Smith, and Principal.
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