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 12,000 Financial Advisors and referrals from more than 4,000 Licensed Bankers in retail branches across the U.S. Wells Fargo Advisors administers $1.9 trillion in client assets as of June 30, 2021.

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
Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Multichannel Business Model

7,438 Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm’s in-bank brokerage channel includes 3,133 Financial Advisors and 4,216 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 firm’s Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker-dealer and non-bank affiliate 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 and approximately 53 unaffiliated brokerage firms.

Products and Services

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

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 JUNE 30, 2021**