Wells Fargo Advisors History
A Heritage of Client Service
Wells Fargo Advisors is one of the nation's premier financial services firms. Represented by nearly 14,600 Financial Advisors in 5,000 U.S. locations, 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.
Home Office - St. Louis, MO
Areas of distinction
• Unique 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
• Unprecedented 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
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.
All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of September 30, 2018.