Wells Fargo Advisors

Broker-DealerFINRA Member
Total AUM
$671B
Discretionary
$479B
71% of AUM
Accounts
1,324,168
Employees
18,895
Advisory reps
18,689
Brokerage reps
18,895

Firm details

Headquarters
Saint Louis, Missouri
CRD number
19616
Registered since
October 5, 1990
Website
www.wellsfargoadvisors.com
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI73.74%
  • Individuals18.25%
  • Corporations / Businesses4.34%
  • Charitable Organizations2.18%
  • Pension & Profit Sharing Plans1.3%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wells Fargo Advisors operates as a wirehouse-style broker-dealer and financial services platform with both retail and institutional client franchises. The firm is registered with the SEC; its SEC registration dates to 1990. Its business combines brokerage and advisory functions: the firm provides portfolio management and financial planning for individuals, families and small businesses, offers portfolio services for institutions and businesses, and performs selection-of-other-adviser and pension consulting work. Wells Fargo Advisors also serves as a qualified custodian and maintains relationships across banking, trust, insurance and sponsor roles for pooled and non-pooled vehicles. The firm reports active ESG investing practices as part of its investment posture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 36%, State & Local Bonds 4%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities36%
  • State & Local Bonds4%
  • US Government Bonds2%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,463

Active vs passive

$299B in ETFs

Passive

87%

$259B

Active

10%

$39.5B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$15.3B20,418,5785.12%
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Location

Primary office

Saint Louis, MO

Saint Louis City

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis City
Address
1 N Jefferson Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth