Wells Fargo Advisors

Overview

Wells Fargo Advisors operates as a wirehouse broker‑dealer and registered adviser that serves both individual/family and institutional clients. The firm combines brokerage services with advisory capabilities, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its business mix includes percentage‑of‑AUM and fixed fees alongside commission business, and it also distributes insurance and other financial products. The organization is set up as a limited liability company and is active in environmental, social and governance (ESG) investing. Wells Fargo Advisors maintains affiliations across banking, trust, insurance and brokerage sectors and acts as a custodian and sponsor of certain pooled vehicles and other investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices