Cause IQ vendor profile

Wells Fargo Advisors, LLC


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.

Primary location:
St. Louis, MO
All locations:
MO, NC
Identified clients:
21
Avg client size:
$75 mil revenue
Median client size:
$25 mil revenue

Wells Fargo Advisors, LLC client list

 NameTypeLocation
1Feed the Children501(c)(3)Oklahoma City, OK
2New England Deaconess Association501(c)(3)Concord, MA
3Money Management International (MMI)501(c)(3)Phoenix, AZ
4Developmental Disabilities Resource Center (DDRC)501(c)(3)Lakewood, CO
5Ducks Unlimited501(c)(3)Memphis, TN
6Blessing Corporate Services Patrick Gerveler501(c)(3)Quincy, IL
7Geisinger Health501(c)(3)Danville, PA
8The Connection501(c)(3)Middletown, CT
9The Florida Orchestra501(c)(3)St Petersburg, FL
10Recovery Resources501(c)(3)Cleveland, OH
...and 11 more Wells Fargo Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ

Wells Fargo Advisors, LLC competitors

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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