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 $35 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 Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., State Street Global Advisors, Alerus Financial, N.a., Matrix Trust Company, Fidelity, Raymond James and Associates, Charles Schwab Bank, Newport Trust Company, and Sei Investments.
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