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.
| 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 | ||||
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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