Wells Fargo Advisors Financial Network is part of Wells Fargo & Company, one of the nation’s leading financial services organizations with approximately $2.2 trillion in assets (as of 5/20/2025). The company serves one in three U.S. households, supports more than 10% of U.S. small businesses, and is a leading provider of middle‑market banking nationwide. Through this platform, clients benefit from a broad and diversified suite of banking, investment, and lending solutions, supported by advanced technology, deep research capabilities, and timely market insights. This institutional foundation allows us to stay ahead of an evolving financial landscape and deliver strategies grounded in both strength and sophistication.
As a member of the independent wealth management channel of Wells Fargo & Company—Wells Fargo Advisors Financial Network—we combine this institutional architecture with the freedom to operate independently. Our ownership of the business ensures a high level of accountability, quality, and service, distinguishing us from the majority of financial advisors. Independence allows us to design customized strategies tailored to each client’s goals, while the scale and resources of one of the nation’s largest financial institutions provide the depth and capabilities required to execute them with precision.

This model offers the best of both worlds: the personalized attention and objectivity of an independent advisory practice, supported by the stability, resources, and industry‑leading infrastructure of Wells Fargo Advisors Financial Network.

Bank products and services are offered through Wells Fargo Bank, N.A.