The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

About Wells Fargo Advisors

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through nearly 13,500 Financial Advisors and referrals from more than 5,000 Licensed Bankers in retail branches across the U.S. Wells Fargo Advisors administers $1.4 trillion in client assets as of March 31, 2020.

Areas of Distinction

Unique structure and scale that combine the capabilities and best practices available through a large, national frm with a client focus more typical of smaller frms
Dedicated to Financial Advisors and their relationships with clients
Unprecedented choice and fexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Multichannel Business Model

8,535 Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch ofces located in all 50 states and the District of Columbia. In addition, the frm’s in-bank brokerage channel includes 3,398 Financial Advisors and 5,489 Licensed Bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The frm’s Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker/dealer and nonbank afliate of Wells Fargo & Company. The clearing operations of Wells Fargo Clearing Services, LLC (which are conducted under the First Clearing trade name) provide operational, clearing, and related consulting services for the affiliated Wells Fargo retail brokerage business.

Products and Services

  • Advisory Services
  • Asset Management
  • Brokerage Services
  • Estate Planning Strategies
  • Retirement Planning
  • Portfolio Analysis and Monitoring

Quick Facts

Industry Rank

  • Third largest full-service provider of retail brokerage services in the U.S. *

Broker/dealers under Wells Fargo & Company

  • Wells Fargo Clearing Services, LLC
  • Wells Fargo Advisors Financial Network, LLC

*Based on number of Financial Advisors

**AS OF MARCH 31, 2020**