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 York, New Jersey, and Texas (although they are present in other states as well).
Most TD Ameritrade clients are hospitals, outpatient health care practitioners and facilities, and child and youth services with revenues ranging from $60 million to $329 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Resources for Human Development (RHD) | 501(c)(3) | Philadelphia, PA | ||
| 2 | The Child Center of Ny | 501(c)(3) | Forest Hills, NY | ||
| 3 | Greater Baltimore Medical Center (GBMC) | 501(c)(3) | Baltimore, MD | ||
| 4 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| 5 | Ad Council Edge Ad Council Research Institute | 501(c)(3) | New York, NY | ||
| 6 | Manitou Fund | 501(c)(3) | White Bear Lake, MN | ||
| 7 | Programs for Parents (PfP) | 501(c)(3) | Newark, NJ | ||
| 8 | Saint Francis Healthcare System | 501(c)(3) | Cape Girardeau, MO | ||
| 9 | Madison Health | 501(c)(3) | London, OH | ||
| 10 | Baylor Scott and White Health | 501(c)(3) | Dallas, TX | ||
| ... | and 6 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade in the nonprofit sector include Matrix Trust Company, Raymond James and Associates, Kestra Advisory Services LLC, Principal, Global Retirement Partners LLC, Fidelity, Alerus Financial, N.a., Voya Retirement Insurance and Annuity Co., Capital Research and Management Company, and Capfinancial Partners, LLC.
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