Wells Fargo Clearing Services LLC is a firm that provides financial advisor, insurance agent or broker, consulting services, commercial bank, and investment management 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 Clearing Services LLC clients are health and welfare funds, assisted living and continuing care retirement communities, individual and family services, vocational rehabilitation services, religious organizations, professional associations, and grantmaking foundations with revenues ranging from $6.9 million to $82 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo Clearing Services.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 2 | Gay Men's Health Crisis | 501(c)(3) | New York, NY | ||
| 3 | American Immigration Lawyers Association (AILA) | 501(c)(6) | Washington, DC | ||
| 4 | International Youth Foundation (IYF) | 501(c)(3) | Baltimore, MD | ||
| 5 | Jewish Family Service of San Diego (JFSSD) | 501(c)(3) | San Diego, CA | ||
| 6 | Goodwill Industries of Middle TN | 501(c)(3) | Nashville, TN | ||
| 7 | Silver Hill Hospital | 501(c)(3) | New Canaan, CT | ||
| 8 | Plymouth Harbor | 501(c)(3) | Sarasota, FL | ||
| 9 | Water Missions (WMI) | 501(c)(3) | North Charleston, SC | ||
| 10 | American Farm Bureau Federation (AFBF) | 501(c)(5) | Washington, DC | ||
| ... | and 21 more Wells Fargo Clearing Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Clearing Services LLC in the nonprofit sector include Valic, Commonwealth Financial Network, Raymond James and Associates, Ubs, Morgan Stanley Smith Barney, Oppenheimer, Kestra Investment Services LLC, Reliance Trust Company, Cetera Advisor Networks, LLC, and Merrill Lynch Pierce Fenner and Smith.
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