Stifel Nicolaus is a firm that provides insurance agent or broker, financial advisor, investment management, 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, elementary and secondary schools, hospitals, child and youth services, and grantmaking foundations with revenues ranging from $8.5 million to $99 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 | Aileen S Andrew Foundation | 501(c)(3) | Orland Park, IL | ||
| 4 | Stifel Charitable | 501(c)(3) | Saint Louis, MO | ||
| 5 | Corewell Health | 501(c)(3) | Grand Rapids, MI | ||
| 6 | Univ of Mi Health - Sparrow Eaton (HGB) | 501(c)(3) | Charlotte, MI | ||
| 7 | Brightspire River Landing at Sandy Ridge Scotia Village Phi Management Services LLC Phi Rehab Services LLC | 501(c)(3) | Greensboro, NC | ||
| 8 | Axis Health System | 501(c)(3) | Durango, CO | ||
| 9 | Rocky Mountain College (RMC) | 501(c)(3) | Billings, MT | ||
| 10 | Sea Research Foundation | 501(c)(3) | Mystic, CT | ||
| ... | and 27 more Stifel Nicolaus not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Stifel Nicolaus in the nonprofit sector include LPL Financial Corporation, Kibble and Prentice, Voya Financial Advisors Inc, Morgan Stanley Smith Barney, Oppenheimer, CBIZ Financial Solutions Inc, Raymond James Financial Services, Northwestern Mutual Investment Serv, RBC Capital Markets, and Mma Securities LLC.
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