Wells Fargo Advisors: A Premier Investment Firm

Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through over 12,000 Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help 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.

(data as of June 30, 2022)

Wells Fargo Advisors provides investment advice and guidance to clients through over 12,000 Financial Advisors and referrals from more than 3,500 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers more than $1.6 trillion in client assets.

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

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

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