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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.

Private Client Group

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

Community Bank Branch Financial 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 support 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

The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.

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 Wells Fargo Advisors Financial Network (FiNet)
  • Full range of product solutions
  • Focus on planning, high-impact advice, and best practices support

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.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.