Cause IQ vendor profile

TD Ameritrade


TD Ameritrade is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey, New York, and Texas (although they are present in other states as well).

Most TD Ameritrade clients are hospitals, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, child and youth services, services for the elderly and people with disabilities, grantmaking foundations, and social advocacy organizations with revenues ranging from $58 million to $314 million.

Primary location:
Omaha, NE
Clients in:
NE
Identified clients:
13
Avg client size:
$179 mil revenue
Median client size:
$52 mil revenue

TD Ameritrade client list

  Name Type Location
1 Resources for Human Development (RHD) 501(c)(3) Philadelphia, PA
2 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
3 Ad Council Edge Ad Council Research Institute 501(c)(3) New York, NY
4 Manitou Fund 501(c)(3) White Bear Lake, MN
5 Programs for Parents (PfP) 501(c)(3) Newark, NJ
6 Saint Francis Healthcare System 501(c)(3) Cape Girardeau, MO
7 Baylor Health Care System 501(c)(3) Dallas, TX
8 Madison Health 501(c)(3) London, OH
9 Westchester School for Special Children 501(c)(3) Yonkers, NY
10 Stephen F Austin Community Health Center 501(c)(3) Alvin, TX
... and 3 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ

TD Ameritrade competitors

Competitors to TD Ameritrade in the nonprofit sector include Well and Good LLC, Mid Atlantic Trust Company, Amalgamated Bank, Prudential Insurance Company, Metlife Insurance Company, Morgan Stanley Smith Barney, Milliman, Oppenheimer, Prudential, and Benefit Plans Admin Services, Inc..

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