About Wells Fargo Advisors
A Commitment to Unparalleled Financial Service and Advice
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through around 12,000* Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.
As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients' financial needs.
Wells Fargo Advisors Facts at a Glance
(data as of June 20, 2022)
Executive Summary
Wells Fargo Advisors provides investment advice and guidance to clients through around 12,000 Financial Advisors and referrals from more than 3,500 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers $1.6 trillion in client assets.
Areas of Distinction
- Unique structure and scale that combine the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms
- Dedicated to Financial Advisors and their relationships with clients
- Unprecedented choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology
Products and Services
- Advisory Services
- Asset Management
- Brokerage Services
- Estate Planning Strategies
- Retirement Planning
- Portfolio Analysis and Monitoring
Broker-Dealers under Wells Fargo & Company
- Wells Fargo Clearing Services, LLC
- Wells Fargo Advisors Financial Network, LLC
*Data as of June 30, 2022 and includes Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC.