Wells Fargo Advisors provides investment advice and guidance to clients through around 12,000 Financial Advisors and referrals from more than 4,500 licensed bankers in Wells Fargo branches across the United States. Wells Fargo Advisors administers more than $1.8 trillion in client assets.*
* As of September 30, 2021
As one of the nation’s premier wealth management firms, Wells Fargo Advisors is known and respected for the responsible stewardship of its clients’ assets. With roots dating back to 1879, it grew through mergers with some of the most respected regional and national financial companies. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and provides advice for helping them achieve their life needs and financial goals. A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors prides itself on exceptional service based on trust and knowledge, having built a corporate culture that puts client needs above all else.
Areas of distinction
| Unprecedented choice and flexibility for financial advisors and their clients through distinct business channels supported by established products, services, and technology |
| Dedicated to financial advisors and their relationships with clients |
| 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 |