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 and New Jersey (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 $13 million to $64 million.

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

Primary location:
Charlotte, NC
All locations:
SD, MO, NC, MA, VA, PA
Identified clients:
27
Avg client size:
$44 mil revenue
Median client size:
$23 mil revenue

Wells Fargo Advisors Ins Agency LLC client list

 NameTypeLocation
1National Retail Federation (NRF)501(c)(6)Washington, DC
2Media Matters for America501(c)(3)Washington, DC
3Municipal Securities Rulemaking Board (MSRB)501(c)(6)Washington, DC
4Community Renewal Team (CRT)501(c)(3)Hartford, CT
5Air and Space Forces Association501(c)(3)Arlington, VA
6MEDARVA Healthcare501(c)(3)Richmond, VA
7Maniilaq Association501(c)(3)Kotzebue, AK
8Methodist Homes Corporation501(c)(3)Birmingham, AL
9Plymouth Harbor501(c)(3)Sarasota, FL
10RiverValley Behavioral Health501(c)(3)Owensboro, KY
...and 17 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 Cambridge Investment Research, Voya Retirement Insurance and Annuity Co., NFP Corporate Services, Northwestern Mutual Investment Serv, The Hays Group, Inc., Morningstar, Minnesota Life Insurance Company, Ubs Financial Services, Inc., NFP Retirement Inc., and Advised Assets Group, LLC.

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