Wells Fargo Advisors: A Premier Investment Firm

A Commitment to Unparalleled Financial Service and Advice

Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through nearly 15,000 Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice for helping them achieve their life needs and financial goals.

As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients' financial needs.

Wells Fargo Advisors Facts at a Glance

(data as of September 30, 2017)

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through 14,564 Financial Advisors and referrals from 4,326 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers $1.6 trillion in client assets.

Areas of Distinction

  • Unique structure and scale that combine the capabilities and best practices available through a large, national firm with a client focus more typical of smaller 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

Multichannel Business Model

9,625 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 3,416 Financial Advisors and 4,326 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 68 unaffiliated brokerage firms.

Products and Services

  • Advisory Services
  • Asset Management
  • Brokerage Services
  • Estate Planning Strategies
  • Retirement Planning
  • Portfolio Analysis and Monitoring
Retail Client Assets $1.6 trillion
Registered Representatives 18,890
Financial Advisors 14,564
Licensed Bankers 4,326
Correspondent Clearing Firms 68

Data is a combination of Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC.

Quick Facts

Industry Rank

  • Third-largest full-service provider of retail brokerage services in the U.S.* (as of June 30, 2017)
  • Fifth largest wealth management provider (Barron’s 2017)†
    (as of September 30, 2017)

Broker-Dealers under Wells Fargo & Company

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

* Based on number of Financial Advisors
† Based on assets

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

Read Our Insights
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