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 health and welfare funds, hospitals, individual and family services, outpatient health care practitioners and facilities, community housing services, musical groups and artists, and religious organizations with revenues ranging from $4.9 million to $36 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 | Blessing Corporate Services | 501(c)(3) | Quincy, IL | ||
| 3 | The Florida Orchestra | 501(c)(3) | St Petersburg, FL | ||
| 4 | Recovery Resources | 501(c)(3) | Cleveland, OH | ||
| 5 | Geisinger Health | 501(c)(3) | Danville, PA | ||
| 6 | Arbor Housing and Development | 501(c)(3) | Corning, NY | ||
| 7 | Idaho Hospital Association | 501(c)(6) | Boise, ID | ||
| 8 | Springboard Nonprofit Consumer Credit Management | 501(c)(3) | Riverside, CA | ||
| 9 | Springboard Social Enterprises | 501(c)(3) | Ladera Ranch, CA | ||
| 10 | Consolidated Associations of Railroad Employees Health Care Trust | 501(c)(9) | Temple, TX | ||
| ... | and 2 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 Wells Fargo Clearing Services LLC, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Ubs Financial Services, Inc., Cambridge Investment Research Inc, Morningstar, RBC Capital Markets, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, and Cetera Advisor Networks, LLC.
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