Two men standing on a staircase talking and looking at a laptop computer

Thinking of transitioning your business?

We’ve helped thousands of financial advisors successfully retire on their terms. Whether that move is one year or three years away, it’s not too soon to discuss the transition and value of your business.

Let us help connect you

With more than 10,000 experienced financial advisors across the country, we can help connect you with the person that feels right for you and your clients.

A transition with personal support

You’ll be guided by an experienced advisor who respects the business you’ve built and will work hard to meet the unique needs of your clients.

You can expect:

  • Help with account openings and asset transfers
  • Help handling your license and registration transfer
  • Custom transfer packet to share with your clients

How strongly we value your business

You can expect a competitive valuation for your established and respected business. We’ll make the valuation process transparent and streamlined.

When you’re ready, let’s talk

This is a big decision. Be sure to explore your options early, ask questions, and get a feel for the process.

Talk to the Wells Fargo Advisors Branch Manager or Financial Advisor who reached out to you, or if you have not connected with a manager or advisor yet, fill out this contact form.

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, or status as a protected veteran.