Our Firm

Our Firm

A Heritage of Client Service

Wells Fargo Advisors is one of the nation's premier financial services firms. The firm provides investment advice and guidance to clients through nearly 13,500 Financial Advisors.  Administering $1.6 trillion in client assets, it was born out of Wells Fargo & Company's 2009 acquisition of Wachovia Corporation.
Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry's most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors' predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.

Areas of distinction

  • Structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
  • Dedicated to Financial Advisors and their relationships with clients
  • Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

  • Advisory services
  • Asset management
  • Brokerage services
  • Estate planning strategies
  • Retirement planning
  • Portfolio analysis and monitoring
Our commitment to you

We will honor our relationship with you
When you work with a Financial Advisor from Wells Fargo Advisors, you have someone who takes the time to listen and understand your needs, helps you clarify your goals, and takes seriously the safety and security of your money and investments.

We will be fully invested in your success
Your Financial Advisor can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress. 

We will be with you every step of the way
Your needs and goals will change over time. That's why your Financial Advisor will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.
Data as of June 30, 2020, is a combination of Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network.
Advisory programs are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account sizes for these programs.