Raymond James and Associates is a firm that provides financial advisor, investment management, insurance agent or broker, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Hawaii (although they are present in other states as well).
Most Raymond James and Associates clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, child and youth services, and grantmaking foundations with revenues ranging from $11 million to $190 million.
Previous legal names, trade names, or just variations of their name include: Raymond James; Raymond James Associates; and Raymond James Insurance.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Association of Social Workers (NASW) | 501(c)(6) | Washington, DC | ||
| 2 | Defenders of Wildlife | 501(c)(3) | Washington, DC | ||
| 3 | Epilepsy Foundation | 501(c)(3) | Bowie, MD | ||
| 4 | NeighborWorks America | 501(c)(3) | Washington, DC | ||
| 5 | J127 Education Foundation | 501(c)(3) | Fairfax, VA | ||
| 6 | Claude Moore Charitable Foundation | 501(c)(3) | Fairfax, VA | ||
| 7 | Montefiore Nyack Hospital | 501(c)(3) | Nyack, NY | ||
| 8 | Northwest Hospital Center | 501(c)(3) | Randallstown, MD | ||
| 9 | Carroll Hospital | 501(c)(3) | Westminster, MD | ||
| 10 | UTMB Healthcare Systems | 501(c)(3) | Galveston, TX | ||
| ... | and 74 more Raymond James and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Raymond James and Associates in the nonprofit sector include Global Retirement Partners LLC, Ubs, Merrill Lynch, Ascensus, Newport Group, Inc., M&T Bank, Morgan Stanley Smith Barney LLC, RBC Wealth Management, Ubs Financial Services Inc, and Reliance Trust Company.
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