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, District of Columbia, and New York (although they are present in other states as well).
Most Wells Fargo Clearing Services LLC clients are health and welfare funds and grantmaking foundations with revenues ranging from $7.4 million to $92 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 | University Settlement Society of New York | 501(c)(3) | New York, NY | ||
| 5 | International Youth Foundation (IYF) | 501(c)(3) | Baltimore, MD | ||
| 6 | Municipal Securities Rulemaking Board (MSRB) | 501(c)(6) | Washington, DC | ||
| 7 | La Maestra Community Health Centers | 501(c)(3) | San Diego, CA | ||
| 8 | Jewish Family Service of San Diego (JFSSD) | 501(c)(3) | San Diego, CA | ||
| 9 | Goodwill Industries of Middle TN | 501(c)(3) | Nashville, TN | ||
| 10 | Silver Hill Hospital | 501(c)(3) | New Canaan, CT | ||
| ... | 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 Raymond James and Associates, Inc., Morgan Stanley Smith Barney LLC, Newport Group, Inc., M&T Bank, RBC Wealth Management, Vanguard Group, Inc., Ubs Financial Services Inc, Proaccount, Minnesota Life Insurance Company, and RBC Capital Markets.
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