Morgan Stanley Wealth Management is a firm that provides financial advisor, investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and New York (although they are present in other states as well).
Most Morgan Stanley Wealth Management clients are health and welfare funds, libraries and archives, legal services, community colleges and junior colleges, hospitals, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $3.4 million to $83 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trout Unlimited | 501(c)(3) | Arlington, VA | ||
| 2 | Seattle Public Library Foundation | 501(c)(3) | Seattle, WA | ||
| 3 | Ben Appelbaum Foundation | 501(c)(3) | New York, NY | ||
| 4 | Rocky Mountain Human Services | 501(c)(3) | Denver, CO | ||
| 5 | Judson | 501(c)(3) | Cleveland, OH | ||
| 6 | Reid Hospital and Health Care Services | 501(c)(3) | Richmond, IN | ||
| 7 | CBD College | 501(c)(3) | Los Angeles, CA | ||
| 8 | Community Legal Aid (CLA) | 501(c)(3) | Worcester, MA | ||
| 9 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| 10 | Trucking Employees of North Jersey Welfare Fund | 501(c)(9) | Elmwood Park, NJ | ||
| ... | and 11 more Morgan Stanley Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Wealth Management in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., RBC Capital Markets, Sei, Ubs Financial Services, Matrix Trust Company, Wilmington Trust, Ubs, Fidelity, and Alerus Financial, N.a..
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