Wells Fargo Advisors: A Premier Investment Firm
A Commitment to Unparalleled Financial Service and Advice
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through more than 15,000 Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice for helping 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 September 30, 2016)
Executive Summary
Wells Fargo Advisors provides investment advice and guidance to clients through 15,086 Financial Advisors and referrals from 3,899 Licensed Bankers in retail branches across the U.S. Wells Fargo Advisors administers $1.5 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
Multichannel Business Model
10,095 Financial Advisors work in the traditional brokerage channel of Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm’s in-bank brokerage channel includes 3,472 Financial Advisors and 3,899 licensed bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The firm’s Independent Brokerage Group includes Wells Fargo Advisors Financial Network, the firm’s independent representative arm.
Products and Services
Advisory Services
Asset Management
Brokerage Services
Estate Planning Strategies
Retirement Planning
Portfolio Analysis and Monitoring