About Wells Fargo Advisors

Wells Fargo Advisors: A Premier Investment Firm

 

A Commitment to Unparalleled Financial Service and Advice

Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through nearly 15,000 Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice for helping them achieve their life needs and financial goals.

 

As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients' financial needs.

 

Wells Fargo Advisors Facts at a Glance

(data as of March 31, 2017)

 

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through 14,657 Financial Advisors and referrals from 4,093 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers $1.6 trillion in client assets.

 

Areas of Distinction

Unique structure and scale that combine the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms

Dedicated to Financial Advisors and their relationships with clients

Unprecedented choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Multichannel Business Model

9,718 Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm’s in-bank brokerage channel includes 3,436 Financial Advisors and 4,093 Licensed Bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The firm’s Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker-dealer and non-bank affiliate of Wells Fargo & Company. The clearing operations of Wells Fargo Clearing Services, LLC (which are conducted under the First Clearing trade name) provide operational, clearing, and related consulting services for the affiliated Wells Fargo retail brokerage business and approximately 69 unaffiliated brokerage firms.

 

Products and Services

Advisory Services

Asset Management

Brokerage Services

Estate Planning Strategies

Retirement Planning

Portfolio Analysis and Monitoring

Retail Client Assets          $1.6 trillion

Registered Representatives        18,750

Financial Advisors            14,657

Licensed Bankers             4,093

Correspondent Clearing Firms    69

Data is a combination of Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC.

 

Quick Facts

Industry Rank

Third-largest full-service provider of retail brokerage services in the U.S.*

Fourth largest wealth management provider(Barron’s 2016)†

(as of December 30, 2016)

Broker-Dealers under Wells Fargo & Company

Wells Fargo Clearing Services, LLC

Wells Fargo Advisors Financial Network, LLC

* Based on number of Financial Advisors

† Based on assets

 

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© 2017 Wells Fargo Clearing Services, LLC.  All rights reserved.

 

Investment and Insurance Products:

Are Not insured by the FDIC or any other federal government agency

Are Not deposits of or guaranteed by a Bank

May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive InvestorSM accounts are offered through WFCS.

 

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