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Business Model

Wells Fargo Advisors offers a unique business model. Within our integrated brokerage, we have advisors in Wells Fargo Advisors branches. We also have advisors supporting online and phone advice, and support independent branches. This choice-based approach supports advisors with different backgrounds, needs, and preferences. For our clients, we can provide advice and service differently, depending on the channel they prefer, tailoring our approach to meet their individual needs and preferences.

WFA Branch Advisors

  • Client relationship primarily originated by the advisor
  • Full range of product solutions
  • Focus on planning, high-impact advice, and best practices adoption and partnering across Wells Fargo Advisors for client needs

Community Bank Branch Advisors

  • Client relationships are originated both by the advisor and from referrals from banking teams
  • Full range of product solutions
  • Focus on planning, high-impact advice, and best practices adoption and partnering across Wells Fargo for client needs

Private Wealth Financial Advisor (PWFA) Group

  • Located both in Private Wealth hubs and throughout the branch footprint
  • Focus primarily on high net worth (HNW) clients ($5M+ AUM)
  • Partner closely with Wells Fargo Private Bank, Enterprise Segments, and Wells Fargo Securities Investment Banking coverage teams

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association.

FiNet Independent Advisors

  • Client relationships originated by advisors who are independent business owners affiliated with Well Fargo Financial Network (FiNet)
  • Full range of product solutions
  • Focus on planning, high-impact advice, and best practices adoption

First Clearing

  • Serves as the clearing and custodial platform for non-affiliated broker-dealers and independent Registered Investment Advisors (RIAs)
  • Model leverages brokerage technology infrastructure
  • Focus on building relationships with client firm principals

Phone-Based Advisor

  • Digital direct-to-client business complements existing advisor relationships
  • Focused on next generation client acquisition and referrals from consumer bank
  • Client self-directed with automated advice offering and phone-based advice

Transitioning to Wells Fargo Advisors

Whether or not to transition your business is a big decision. You want to care for your clients and have a smooth process for them. Wells Fargo Advisors is here to make that transition easy.

Over the past decade alone, we’ve helped thousands of financial advisors transition to Wells Fargo Advisors. We have a clear process and are well-versed on how to prepare for your move. We offer customized support through a dedicated consultant who will remain by your side throughout the transition process.

Before you join us, we offer a host of services. From product due diligence to review the portability of your key products, to client transfer packets, to websites and announcement cards, we are with you as you prepare.

After you join, the transition team and local resources jump into high gear, focusing on account opening, asset transfers, and onboarding help. And you’ll be assigned a dedicated coach for training on the Wells Fargo Advisors platform and technology.

We are committed to your success at Wells Fargo Advisors.

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Transcript PDF


We invite you to attend our Virtual Due Diligence Call series featuring Senior Leaders to learn more about Wells Fargo Advisors. Every month a variety of topics and speakers will be offered to allow you to choose areas of interest to you and your business. The call series will feature:

  • Rich Getzoff, Head of Advisor Led Business, as he shares the firm's optimism for the future and Wes Egan, Head of Wells Fargo Advisors Partnerships, Teaming and Succession, as he discusses the Summit program and teaming options.
  • Heather Hunt-Ruddy, Head of Client Experience & Growth, and John Crowley, Director of Portfolio Management & Implementation, as they discuss the firm’s culture, resources, and growth opportunities.
  • Liz Bartley, Manager – Platform Coaching and Adoption and Mike McLaughlin, Co-Head of Business Development Group, as they talk about our technology resources and investment planning tool, Envision®
  • Thelma Mamah, Director of Pre-Hire Integration, as she interviews a recently hired Financial Advisor and Wells Fargo Advisors Manager to discuss the transition process to Wells Fargo Advisors.
  • Dr. Tim Ursiny - Owner of Advantage Coaching & Training*, as he discusses, "A Time for Transformation" which highlights the financial services industry and the ability of change for Financial Advisors.
  • Tony Potts, Marketing Director, and Jake King, Marketing Manager, as they discuss our firm's Financial Advisor-based marketing solutions and how our solutions could help you grow your business.
  • James Craven, Director of Business Development Group - Lending, Keela Krieg, Product Manager, and Greg Denton, Director of High Net Worth Planning.
  • Kent Christian, President of Wells Fargo Financial Network as he discusses the independent business ownership opportunity affiliated with Wells Fargo Advisors Financial Network.

*Advantage Coaching & Training is not affiliated with Wells Fargo Advisors or any of its affiliates.

Meeting Details

  • Series of 1 hour calls featuring 1-2 presenters at each session
  • Calls conducted through Zoom with the ability to see presenters and screen share presentations
  • Ability to choose which call or calls to attend from the series

To learn more about the call series or register for an upcoming Virtual Due Diligence meeting please contact us.

IMPORTANT PARTICIPANT INFORMATION. The webinar you will be registering for will be hosted by WFA or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants may be able to see your name or image if you provide it when signing into the event. Please review the applicable privacy and security policies and terms & conditions for the webinar you are attending. If you have any questions or concerns please contact the sender of this invitation.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.