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 $7.5 million to $100 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) | Framingham, MA | ||
| 10 | The Key Program Incorporated | 501(c)(3) | Framingham, MA | ||
| ... | and 71 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Adp, The Segal Company, Capfinancial Partners, LLC, and Global Retirement Partners LLC.
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