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 $6.0 million to $115 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Education Association of the United States | 501(c)(5) | Washington, DC | ||
| 2 | May Institute | 501(c)(3) | Randolph, MA | ||
| 3 | Child Care Aware of America | 501(c)(3) | Arlington, VA | ||
| 4 | Summer Search | 501(c)(3) | Oakland, CA | ||
| 5 | Project Hope Health Affairs | 501(c)(3) | Washington, DC | ||
| 6 | American Geophysical Union (AGU) | 501(c)(3) | Washington, DC | ||
| 7 | Jcca | 501(c)(3) | Brooklyn, NY | ||
| 8 | CRISTA Ministries | 501(c)(3) | Shoreline, WA | ||
| 9 | Polytechnic School | 501(c)(3) | Pasadena, CA | ||
| 10 | The Key Program Incorporated | 501(c)(3) | Framingham, MA | ||
| ... | and 78 more RBC Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to RBC Wealth Management in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, Ubs Financial Services, Inc., LPL Financial, Ameriprise Financial Services, Raymond James Financial Services, The Segal Company, Capfinancial Partners, LLC, Adp, and Global Retirement Partners LLC.
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