Wells Fargo Advisors Financial Network, LLC

Broker-DealerFINRA MemberEst. 2000

Total AUM

$252B

Discretionary

$192B

76% of AUM

Accounts

466,575

Employees

4,047

Advisory reps

4,485

Brokerage reps

4,047

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 11025
Registered since: April 3, 2000
Website: www.wellsfargoadvisors.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI72.56%
Individuals20.38%
Corporations / Businesses3.67%
Charitable Organizations2%
Pension & Profit Sharing Plans1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wells Fargo Advisors Financial Network, LLC operates as a broker-dealer and qualified custodian that serves both individual & family clients and institutional clients. The firm combines brokerage and advisory capabilities: it generates revenue through asset-based fees, fixed fees and commissions while offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third-party advisers. The firm reports active incorporation of environmental, social and governance (ESG) considerations into its investment approach and maintains a broad set of industry affiliations spanning banking, trust and insurance entities as well as sponsors or managers of pooled investment vehicles.