Cause IQ vendor profile

RBC Wealth Management

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.

Primary location:
Seattle, WA
All locations:
Identified clients:
Avg client size:
$37 mil revenue
Median client size:
$21 mil revenue

RBC Wealth Management client list

1National Education Association of the United States501(c)(5)Washington, DC
2May Institute501(c)(3)Randolph, MA
3Child Care Aware of America501(c)(3)Arlington, VA
4Summer Search501(c)(3)Oakland, CA
5American Geophysical Union (AGU)501(c)(3)Washington, DC
6Jcca501(c)(3)Brooklyn, NY
7CRISTA Ministries501(c)(3)Shoreline, WA
8Polytechnic School501(c)(3)Pasadena, CA
9Thom Child and Family Services501(c)(3)Natick, MA
10The Key Program Incorporated501(c)(3)Framingham, MA
...and 69 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ

RBC Wealth Management competitors

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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