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, services for the elderly and people with disabilities, grantmaking foundations, inpatient nursing, hospice, and rehabilitative care facilities, child and youth services, 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 | Saint Francis Healthcare System | 501(c)(3) | Cape Girardeau, MO | ||
| 6 | Baylor Scott and White Health | 501(c)(3) | Dallas, TX | ||
| 7 | Madison Health | 501(c)(3) | London, OH | ||
| 8 | Westchester School for Special Children | 501(c)(3) | Yonkers, NY | ||
| 9 | Programs for Parents (PfP) | 501(c)(3) | Newark, NJ | ||
| 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., Minnesota Life Insurance Company, Healthcare Community Securities Cor, Oneamerica Retirement Services LLC, State Street Global Advisors, Benefit Plans Admin Services, Inc., Cambridge Investment Research Inc, The Segal Company, Paychex, Inc., and Capfinancial Partners, LLC.
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