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WELLS FARGO ADVISORS

One North Jefferson Avenue
Mail Code: H0004-05e
St. Louis, Missouri 63103
Tel: 314-875-3000

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About WELLS FARGO ADVISORS

WELLS FARGO ADVISORS, formally registered with the SEC as WELLS FARGO ADVISORS. The firm was established in 04/03/2000. They have over 867 offices throughout the country.

WELLS FARGO ADVISORS is a St. Louis, Missouri based Financial Planning firm with nearly $154,192,149,347 assets under management, offering retirement planning & investment advisory services to 346499 clients. The firm is staffed with 3227 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#11025
SEC#801-57434
Assets Managed by Firm$154,192,149,347
No. of Clients346499
No. of Advisors3227

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)

Firm Client Information

No. of ClientsAUM
Firm Total346499$154,192,149,347
Individuals (other than high net worth individuals)178378$35,724,468,977
High net worth individuals159637$106,264,430,714
Pension and profit sharing plans3704$2,733,122,770
Charitable organizations1709$3,058,502,962
Corporations or other businesses2906$6,192,609,432

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