Merrill Lynch, Pierce, Fenner and S is a firm that provides administrative support, investment management, commercial bank, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Illinois, and Pennsylvania (although they are present in other states as well).
Most Merrill Lynch, Pierce, Fenner and S clients are trade associations, outpatient health care practitioners and facilities, professional associations, hospitals, and health and disease research fundraising organizations with revenues ranging from $37 million to $246 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Young Presidents' Organization (YPO) | 501(c)(6) | Irving, TX | ||
| 2 | America's Health Insurance Plans (AHIP) | 501(c)(6) | Washington, DC | ||
| 3 | Ncta - The Internet and Television Association (NCTA) | 501(c)(6) | Washington, DC | ||
| 4 | National Restaurant Association (NRA) | 501(c)(6) | Washington, DC | ||
| 5 | Muscular Dystrophy Association | 501(c)(3) | Chicago, IL | ||
| 6 | American Nurses Association (ANA) | 501(c)(6) | Silver Spring, MD | ||
| 7 | Acts Retirement-Life Communities Incorporated | 501(c)(3) | Fort Washington, PA | ||
| 8 | Inter-Industry Conference on Auto Collision Repairs (I-CAR) | 501(c)(6) | Hoffman Estates, IL | ||
| 9 | Institute of International Finance (IIF) | 501(c)(6) | Washington, DC | ||
| 10 | Community Care (CC) | 501(c)(3) | Brookfield, WI | ||
| ... | and 16 more Merrill Lynch, Pierce, Fenner and S not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch, Pierce, Fenner and S in the nonprofit sector include Charles Schwab Bank, Newport Trust Company, Sei Investments, Comerica Bank, RBC Wealth Management, Voya Retirement Insurance and Annui, Massachusetts Mutual Life Ins Company, TD Ameritrade, State Street Bank and Trust, and Metlife.
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