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 outpatient health care practitioners and facilities, health and welfare funds, individual and family services, and grantmaking foundations with revenues ranging from $11 million to $80 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 | American Immigration Lawyers Association (AILA) | 501(c)(6) | Washington, DC | ||
| 3 | International Youth Foundation (IYF) | 501(c)(3) | Baltimore, MD | ||
| 4 | Jewish Family Service of San Diego (JFSSD) | 501(c)(3) | San Diego, CA | ||
| 5 | Gar Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 6 | Community Health Centers of the Central Coast (CHC) | 501(c)(3) | Santa Maria, CA | ||
| 7 | Cherokee Health Systems (CHS) | 501(c)(3) | Knoxville, TN | ||
| 8 | California University of Science and Medicine | 501(c)(3) | Colton, CA | ||
| 9 | RiverValley Behavioral Health | 501(c)(3) | Owensboro, KY | ||
| 10 | American Farm Bureau Federation (AFBF) | 501(c)(5) | Washington, DC | ||
| ... | and 22 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 Morningstar, RBC Capital Markets, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Ubs Financial Services, Commonwealth Financial Network, Raymond James and Associates, Valic, Ubs, and Oppenheimer.
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