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 (although they are present in other states as well).
Most TD Ameritrade clients are hospitals, credit unions, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $26 million to $345 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Resources for Human Development (RHD) | 501(c)(3) | Philadelphia, PA | ||
| 3 | Schulte Roth and Zabel | 501(c)(3) | New York, NY | ||
| 4 | Community Health Network | 501(c)(3) | Indianapolis, IN | ||
| 5 | Greater Baltimore Medical Center (GBMC) | 501(c)(3) | Baltimore, MD | ||
| 6 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 7 | Wentworth-Douglass Hospital | 501(c)(3) | Dover, NH | ||
| 8 | Citrus Health Network | 501(c)(3) | Hialeah, FL | ||
| 9 | Baylor Scott & White Holdings (BSWH) | 501(c)(3) | Dallas, TX | ||
| 10 | Sinai Health System | 501(c)(3) | Chicago, IL | ||
| ... | and 33 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to TD Ameritrade in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Capital Research and Management Company, State Street Global Advisors, Capfinancial Partners, LLC, The Segal Company, Alerus Financial, N.a., Global Retirement Partners LLC, and Kestra Advisory Services LLC.
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