Cause IQ vendor profile

TD Ameritrade


TD Ameritrade is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York, New Jersey, and Texas (although they are present in other states as well).

Most TD Ameritrade clients are hospitals, grantmaking foundations, outpatient health care practitioners and facilities, and child and youth services with revenues ranging from $15 million to $323 million.

Primary location:
Omaha, NE
Clients in:
NE
Identified clients:
19
Avg client size:
$173 mil revenue
Median client size:
$52 mil revenue

TD Ameritrade client list

  Name Type Location
1 Resources for Human Development (RHD) 501(c)(3) Philadelphia, PA
2 The Child Center of Ny 501(c)(3) Forest Hills, NY
3 Greater Baltimore Medical Center (GBMC) 501(c)(3) Baltimore, MD
4 Wentworth-Douglass Hospital 501(c)(3) Dover, NH
5 Ad Council Edge Ad Council Research Institute 501(c)(3) New York, NY
6 Stephen F Austin Community Health Center 501(c)(3) Alvin, TX
7 Manitou Fund 501(c)(3) White Bear Lake, MN
8 Programs for Parents (PfP) 501(c)(3) Newark, NJ
9 Saint Francis Healthcare System 501(c)(3) Cape Girardeau, MO
10 Baylor Scott and White Health 501(c)(3) Dallas, TX
... and 9 more TD Ameritrade not-for-profit tax-exempt clients identified by Cause IQ

TD Ameritrade competitors

Competitors to TD Ameritrade in the nonprofit sector include Minnesota Life Insurance Company, The Segal Company, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Ubs Financial Services, Inc., State Street Global Advisors, Capital Research and Management Company, Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, and Voya Retirement Insurance and Annuity Co..

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