WELLS FARGO ADVISORS

Overview

Wells Fargo Advisors operates as a large, full-service wirehouse and broker-dealer that also provides advisory and financial planning services to both individual/family and institutional clients. The firm is organized as a limited liability company and carries roles across custody, investment banking, brokerage and a range of advisory functions, including portfolio management for individuals and institutions, pension consulting, and selection of other advisers. Its business model mixes AUM-based and fixed-fee advisory relationships with commission-based brokerage activity. The firm reports active consideration of ESG factors in its investment process. Beyond brokerage and advisory activity, Wells Fargo Advisors maintains affiliations and capabilities across banking, trust, insurance and derivatives markets: it operates in capacities that include banking or thrift services, trust company functions, insurance distribution, futures and swap-related registrations, and sponsorship or management of pooled investment vehicles. That breadth supports multi-product solutions for clients who want both advisory oversight and access to banking, custody and alternative investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices