Wells Capital Management is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Missouri, Nevada, Ohio, South Dakota, and Texas (although they are present in other states as well).
Most Wells Capital Management clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $20 million to $464 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | University Hospitals Health System | 501(c)(3) | Shaker Heights, OH |
| 2 | Albert and Margaret Alkek Foundation | 501(c)(3) | Houston, TX |
| 3 | Muriel Mcbrien Kauffman Family Foundation | 501(c)(3) | Kansas City, MO |
| 4 | Dominion Resources | 501(c)(9) | Chicago, IL |
| 5 | Philip Health Services | 501(c)(3) | Philip, SD |
| 6 | Teamsters Security Fund for Southern Nevada Local 14 | 501(c)(9) | Las Vegas, NV |
Competitors to Wells Capital Management in the nonprofit sector include Benefit Plans Admin Services, Inc., Morningstar, Ubs Financial Services, Inc., Fiduciary Investment Advisors, RBC Capital Markets, Sei, Alerus Financial, N.a., Charles Schwab Trust Bank, Lincoln National Life Insurance, and Commonwealth Financial Network.
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