RIA custody, reimagined.
We have over 25 years of experience building and refining our infrastructure for independent success. Now, we’re taking independence to the next level with RIA custody
You have full control over every aspect of your RIA, with access to specialists ready to support whenever you need them. With us, you can drive scalable growth for your business, meet the needs of your most complex clients, and realize your ambitions as they evolve over time.
Independence is evolving. So are we.
Your independent vision. Your freedom to choose.
Experienced operations team
Gain high-touch support and expertise when you need it.
Comprehensive financial solutions
Gain high-touch support and expertise when you need it.
Seamless integration and adaptability
Gain high-touch support and expertise when you need it.
Experienced operations team
Gain high-touch support and expertise when you need it. Transition confidently with white-glove support that allows you to focus on relationships and retention. Post-transition, you'll have access to a dedicated liaison who can connect you with marketing and infrastructure specialists to help you build the RIA you envision.
Comprehensive financial solutions
Access tailor-made wealth and investment management solutions. As your custodian we offer full independence and seamless access to a deep bench of institutional-level investment advice, banking, lending, and trust services.
Seamless integration and adaptability
With over $1 billion invested in our technology ecosystem, you can build a cloud-based core custody platform with open APIs for third-party integrations. You can also leverage the strength of Wells Fargo Advisors’ Advisor Gateway platform with customized, third-party integrations and solutions in an open-architecture environment. Our latest AI Teammate initiative allows you to automate manual processes, keeping your team organized and efficient while spending more time with clients.
1 in 3
U.S. households do business with Wells Fargo1
$2.5T
in client assets across Wells Fargo (approx.)
3rd
Largest bank in the country2
25+
years of experience supporting independent advisors
“Our FiNet and RIA Solutions channels have cultivated a culture where independence is the expectation, not the exception. Our investments have been made deliberately to ensure those barriers to independence no longer exist.”
— Barry Sommers,
CEO of Wealth & Investment Management at Wells Fargo