Wells Fargo Advisors is one of the nation’s premier financial-services firms. Represented by around 12,500 Financial Advisors in 5,000 U.S. locations, it was born out of Wells Fargo & Company’s 2009 acquisition of Wachovia Corporation.*
As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients’ financial needs.
Areas of Distinction
- Unique structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
- Dedicated to Financial Advisors and their relationships with clients
- Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology
Products and Services
Asset Management
Brokerage Services
Estate Planning Strategies
Retirement Planning
Portfolio Analysis
*All data includes Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of March 31, 2021.
