Whether you are making the leap to independence for the first time, or have already taken your business independent, we can provide the freedom, autonomy, and flexibility you’re seeking. And we’ll do so while providing the support you need to succeed in key areas such as access to leadership, our industry-leading wealth management suite, our flexible approach to technology, and dedicated support for your transition.
Access to leadership
Our leaders prioritize the success of you and your clients above all else. Enabling that success starts with being accessible to you when and where you need us. Whether you have questions about setting up your practice, getting to the next growth milestone, expanding offerings, or anything in-between, our leaders are here to provide the 1-1 support, mentoring, and coaching you need.
Leverage our comprehensive wealth management suite
Our comprehensive wealth management platform helps you to deliver more to your clients. Independent advisors can leverage access to:
- Lending & banking services through Wells Fargo Affiliates
- Advice and planning support
- Research from the Wells Fargo Investment Institute
- Turnkey investment solutions
We're here to ensure that you can support all your clients’ financial needs.
Flexible technology options
Rather than be locked into limited technology options, we seek to provide advisors with flexibility so that they can create the tech stack that makes sense for them and their clients. From portfolio modeling and management tools to open architecture and ready-to-go integrations with third party software, our independent advisors appreciate our approach to flexible tech solutions.
Supporting your transition
We have established a robust support network to make your transition to independence easy. When you go independent with us, you can tap into:
- A dedicated team of transition specialists
- An extensive network of third-party consultants to help support all your business needs
- Succession strategies and valuation services
- Advisor Recruiting Services with expert onboarding, training, and support
- Advisor development and coaching
- Capital support and M&A opportunities
We’ll make sure you have a solid plan in place and that the execution of your plan goes as smoothly as possible to eliminate any disruptions felt by you or your clients during transition.
Let’s get started
Independent Exploratory Events are the best way to better understand the independent options available to you through Wells Fargo Advisors Financial Network (WFAFN), and to learn more about how we support advisors on their journey to independence. Learn more about these meetings and view a list of upcoming events.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
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.