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 $305 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 | Madison Health | 501(c)(3) | London, OH | ||
| 8 | Baylor Scott and White Health | 501(c)(3) | Dallas, TX | ||
| 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 Ubs Financial Services, Inc., Oneamerica Retirement Services LLC, Paychex, Inc., Capfinancial Partners, LLC, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Cambridge Investment Research Inc, Healthcare Community Securities Cor, US Bank, and Benefit Plans Admin Services, Inc..
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