Stifel Nicolaus is a firm that provides insurance agent or broker, investment management, financial advisor, insurance, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Stifel Nicolaus clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, child and youth services, elementary and secondary schools, religious organizations, and grantmaking foundations with revenues ranging from $8.4 million to $50 million.
Previous legal names, trade names, or just variations of their name include: Stifel Nicolaus and Co Inc; and Stifel Nicolaus and Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Community Foundation for Northeast Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | John H and Regina K Scully Foundation | 501(c)(3) | San Rafael, CA | ||
| 3 | New Visions for Public Schools | 501(c)(3) | New York, NY | ||
| 4 | Stifel Charitable | 501(c)(3) | St Louis, MO | ||
| 5 | Herbert Simon Family Foundation | 501(c)(3) | Indianapolis, IN | ||
| 6 | The Ray C Anderson Foundation | 501(c)(3) | Atlanta, GA | ||
| 7 | Hayes Green Beach Memorial Hospital (HGB) | 501(c)(3) | Charlotte, MI | ||
| 8 | Brightspire River Landing at Sandy Ridge Scotia Village Phi Management Services LLC Phi Rehab Services LLC (PHI) | 501(c)(3) | Colfax, NC | ||
| 9 | Axis Health System | 501(c)(3) | Durango, CO | ||
| 10 | Zumbro Valley Health Center | 501(c)(3) | Rochester, MN | ||
| ... | and 28 more Stifel Nicolaus not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Stifel Nicolaus in the nonprofit sector include Cambridge Investment Research, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, RBC Capital Markets, Ubs Financial Services, Global Retirement Partners LLC, Valic, and Commonwealth Financial Network.
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