Cause IQ vendor profile

Wells Fargo Advisors Ins Agency LLC


Wells Fargo Advisors Ins Agency LLC is a firm that provides insurance agent or broker and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, New York, and Connecticut (although they are present in other states as well).

Most Wells Fargo Advisors Ins Agency LLC clients are hospitals and assisted living and continuing care retirement communities with revenues ranging from $15 million to $70 million.

Previous legal names, trade names, or just variations of their name include: Wells Fargo Advisors Ins Agency.

Primary location:
Charlotte, NC
Clients in:
MA, MO, PA, SD, MN, VA, NC
Identified clients:
29
Avg client size:
$47 mil revenue
Median client size:
$29 mil revenue

Wells Fargo Advisors Ins Agency LLC client list

  Name Type Location
1 National Retail Federation (NRF) 501(c)(6) Washington, DC
2 Media Matters for America 501(c)(3) Washington, DC
3 Municipal Securities Rulemaking Board (MSRB) 501(c)(6) Washington, DC
4 Community Renewal Team (CRT) 501(c)(3) Hartford, CT
5 Duncaster 501(c)(3) Bloomfield, CT
6 Air and Space Forces Association 501(c)(3) Arlington, VA
7 MEDARVA Healthcare 501(c)(3) Richmond, VA
8 Maniilaq Association 501(c)(3) Kotzebue, AK
9 Methodist Homes Corporation 501(c)(3) Birmingham, AL
10 RiverValley Behavioral Health 501(c)(3) Owensboro, KY
... and 19 more Wells Fargo Advisors Ins Agency LLC not-for-profit tax-exempt clients identified by Cause IQ

Wells Fargo Advisors Ins Agency LLC competitors

Competitors to Wells Fargo Advisors Ins Agency LLC in the nonprofit sector include The Hays Group, Inc., NFP Corporate Services, Merrill Lynch Life Agency, Alera Group Inc, Advised Assets Group, LLC, Northwestern Mutual Investment Serv, Wells Fargo Clearing Services LLC, Captrust, CBIZ Retirement Plan Services, and Morningstar.

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