Wells Fargo Advisors, LLC is a firm that provides financial advisor, investment management, insurance agent or broker, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Wells Fargo Advisors, LLC clients are individual and family services, health and welfare funds, and environment, conservation, and wildlife organizations with revenues ranging from $9.4 million to $49 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo Advisors Inc.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Developmental Disabilities Resource Center (DDRC) | 501(c)(3) | Lakewood, CO | ||
| 2 | Money Management International (MMI) | 501(c)(3) | Phoenix, AZ | ||
| 3 | Ducks Unlimited - National Headquarters | 501(c)(3) | Memphis, TN | ||
| 4 | National Wild Turkey Federation | 501(c)(3) | Edgefield, SC | ||
| 5 | The Florida Orchestra | 501(c)(3) | St Petersburg, FL | ||
| 6 | Recovery Resources | 501(c)(3) | Cleveland, OH | ||
| 7 | Geisinger Health | 501(c)(3) | Danville, PA | ||
| 8 | Arbor Housing and Development | 501(c)(3) | Corning, NY | ||
| 9 | Good Shepherd Manor | 501(c)(3) | Momence, IL | ||
| 10 | Springboard Nonprofit Consumer Credit Management | 501(c)(3) | Riverside, CA | ||
| ... | and 6 more Wells Fargo Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Advisors, LLC in the nonprofit sector include Morningstar, Ubs Financial Services, Inc., RBC Capital Markets, Ubs Financial Services, Commonwealth Financial Network, Valic, Raymond James and Associates, M&T Bank, RBC Wealth Management, and Ubs Financial Services Inc.
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