RBC Wealth Management is a firm that provides financial advisor, investment management, administrative support, fiduciary trustee, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Washington and Maryland (although they are present in other states as well).
Most RBC Wealth Management clients are health and welfare funds, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $6.3 million to $69 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | May Institute | 501(c)(3) | Randolph, MA | ||
| 2 | Child Care Aware of America | 501(c)(3) | Arlington, VA | ||
| 3 | American Geophysical Union (AGU) | 501(c)(3) | Washington, DC | ||
| 4 | Polytechnic School | 501(c)(3) | Pasadena, CA | ||
| 5 | Thom Child and Family Services | 501(c)(3) | Framingham, MA | ||
| 6 | The Hearthstone | 501(c)(3) | Seattle, WA | ||
| 7 | North Ward Center | 501(c)(3) | Newark, NJ | ||
| 8 | The Dunn Foundation | 501(c)(3) | Wilmington, DE | ||
| 9 | The Educational Foundation of America (EFA) | 501(c)(3) | Bethesda, MD | ||
| 10 | Rosalie and Harold Brown Charitable Trust | 501(c)(3) | Long Beach, CA | ||
| ... | and 77 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Northwestern Mutual Investment Serv, Minnesota Life Insurance Company, Raymond James Financial Services, Ameriprise Financial Services, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Voya Retirement Insurance and Annuity Co., Adp, The Segal Company, and Capfinancial Partners, LLC.
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