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 $1.6 million to $49 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 | Macmillan Family Foundation | 501(c)(3) | New York, NY | ||
| 8 | By the Bay Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 9 | Jerome L Greene Foundation | 501(c)(3) | New York, NY | ||
| 10 | Children's Hospital Radiology Foundation | 501(c)(3) | Boston, MA | ||
| ... | and 208 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch in the nonprofit sector include Morgan Stanley Smith Barney LLC, Ascensus, Ubs Financial Services Inc, RBC Wealth Management, Fidelity Investments, The Segal Company, Ubs Financial Services, JP Morgan Chase, Raymond James and Associates, and Wells Fargo Bank.
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