Wells Fargo Advisors, LLC is a firm that provides financial advisor, investment management, insurance agent or broker, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Wells Fargo Advisors, LLC clients are individual and family services, health and welfare funds, hospitals, and community housing services with revenues ranging from $9.0 million to $149 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo Advisors Inc.
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Feed the Children | 501(c)(3) | Oklahoma City, OK | ||
2 | New England Deaconess Association | 501(c)(3) | Concord, MA | ||
3 | Money Management International (MMI) | 501(c)(3) | Phoenix, AZ | ||
4 | Developmental Disabilities Resource Center (DDRC) | 501(c)(3) | Lakewood, CO | ||
5 | Ducks Unlimited | 501(c)(3) | Memphis, TN | ||
6 | Blessing Corporate Services Patrick Gerveler | 501(c)(3) | Quincy, IL | ||
7 | Geisinger Health | 501(c)(3) | Danville, PA | ||
8 | The Connection | 501(c)(3) | Middletown, CT | ||
9 | The Florida Orchestra | 501(c)(3) | St Petersburg, FL | ||
10 | Recovery Resources | 501(c)(3) | Cleveland, OH | ||
... | and 11 more Wells Fargo Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to Wells Fargo Advisors, LLC in the nonprofit sector include Morningstar, Capfinancial Partners, LLC, Ubs Financial Services, Ubs Financial Services, Inc., RBC Capital Markets, M&T Bank, Ubs Financial Services Inc, RBC Wealth Management, Morgan Stanley Smith Barney LLC, and Newport Group, Inc..
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