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, and grantmaking foundations with revenues ranging from $6.9 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 | 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 | Gar Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 7 | Goodwill Industries of Middle TN | 501(c)(3) | Nashville, TN | ||
| 8 | Silver Hill Hospital | 501(c)(3) | New Canaan, CT | ||
| 9 | Plymouth Harbor | 501(c)(3) | Sarasota, FL | ||
| 10 | Water Missions (WMI) | 501(c)(3) | North Charleston, SC | ||
| ... | 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 RBC Capital Markets, Morningstar, Ubs Financial Services, Inc., Minnesota Life Insurance Company, Ubs Financial Services, Cambridge Investment Research Inc, Commonwealth Financial Network, Ubs, Valic, and Raymond James and Associates.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.