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Tracing Wells Fargo’s rich investment business history over the past 140 years, you’ll find a small company founded in 1879 that was dedicated to helping customers prepare for their financial future – a company that later became known as Wells Fargo Advisors. As the years progressed, the firm grew through mergers of many regional, family-owned firms, along with some of the largest, most well-respected financial institutions in our country’s history. These include Wachovia Securities, A.G. Edwards, Wheat First, Butcher Singer, Prudential Securities, EVEREN Securities, First Albany, and Interstate Johnson Lane, among others.

A Summary of the Firm*

Wells Fargo Advisors provides investment advice and guidance to clients through nearly 13,000 Financial Advisors and referrals from more than 5,000 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers $1.7 trillion in client assets.

*Data as of December 31, 2020

Areas of Distinction

Our unique structure and scale – combined with the capabilities and best practices available through a large, national firm – allows us to dedicate ourselves to our relationship with you. Like us, Wells Fargo Advisors is committed to placing clients’ needs ahead of their own.

Business Models

Nearly 9,000 advisors work in the traditional brokerage channel of Wells Fargo Advisors, with branch offices located across the entirety of the U.S. In addition, the firm’s in-bank brokerage channel includes more than 3,000 advisors and over 5,000 Licensed Bankers located in Wells Fargo branches.