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, grantmaking foundations, inpatient nursing, hospice, and rehabilitative care facilities, child and youth services, services for the elderly and people with disabilities, and social advocacy organizations with revenues ranging from $58 million to $314 million.
| 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 Scott and White Health | 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 | ||||
Competitors to TD Ameritrade in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Principal Financial Group, Newport Trust Company, Comerica Bank, Income Research and Management, Planpilot, LLC, T Rowe Price RPS Inc, Regions Bank, Ubs Financial Services Inc, and Vanguard Group, Inc..
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