Merrill Lynch is a firm that provides investment management, financial advisor, commercial bank, insurance agent or broker, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and New Jersey (although they are present in other states as well).
Most Merrill Lynch clients are health and welfare funds and grantmaking foundations with revenues ranging from $1.5 million to $60 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch and Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Christian Broadcasting Network | 501(c)(3) | Virginia Beach, VA | ||
| 2 | United States Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | Hall-Perrine Foundation | 501(c)(3) | Cedar Rapids, IA | ||
| 4 | The Pittsburgh Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 5 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 6 | Pef Israel Endowment Funds | 501(c)(3) | New York, NY | ||
| 7 | Alfred E Mann Charities | 501(c)(3) | Los Angeles, CA | ||
| 8 | Macmillan Family Foundation | 501(c)(3) | New York, NY | ||
| 9 | by the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 10 | Children's Hospital Radiology Foundation | 501(c)(3) | Boston, MA | ||
| ... | and 202 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch in the nonprofit sector include JP Morgan Chase, Ubs Financial Services, The Segal Company, Ascensus, Fidelity Investments, Morgan Stanley Smith Barney LLC, RBC Wealth Management, Ubs Financial Services Inc, Raymond James and Associates, and The Vanguard Group.
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