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 and District of Columbia (although they are present in other states as well).
Most Wells Fargo Clearing Services LLC clients are outpatient health care practitioners and facilities, grantmaking foundations, health and welfare funds, and individual and family services with revenues ranging from $11 million to $78 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 | La Maestra Community Health Centers | 501(c)(3) | San Diego, CA | ||
| 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 | RiverValley Behavioral Health | 501(c)(3) | Owensboro, KY | ||
| 9 | American Farm Bureau Federation (AFBF) | 501(c)(5) | Washington, DC | ||
| 10 | Water Missions (WMI) | 501(c)(3) | North Charleston, SC | ||
| ... | and 18 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 Global Retirement Partners LLC, Valic, Commonwealth Financial Network, Raymond James and Associates, Ubs, Ubs Financial Services, Inc., Morningstar, Ubs Financial Services, RBC Capital Markets, and Capfinancial Partners, LLC.
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