Wells Fargo Advisors

Overview

Wells Fargo Advisors operates as a large wirehouse-style broker-dealer and registered investment adviser that serves both individual/family and institutional clients. The firm combines brokerage and advisory services, offering portfolio management, financial planning, pension consulting and selection-of-adviser services alongside typical broker-dealer product distribution. It is also registered to act in capacities across banking, trust, insurance and futures-related business lines, and functions as a qualified custodian. The firm uses a mix of fee models — percentage of assets under management, fixed fees and commission-based arrangements — depending on client relationship and product. Wells Fargo Advisors identifies as an active ESG investor, and its client work spans discretionary and non-discretionary mandates for individuals, small businesses and institutional entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices