Wells Fargo Advisors

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through more than 15,000 Financial Advisors and more than 3000 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administers more than $1 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
  • Exceptional 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


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