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WELLS FARGO ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CRD 19616 · SEC 801-37967
ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05E, ST. LOUIS, MO, 63103-2205, United States
Phone
314-875-3000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$671.42B
Discretionary AUM
$478.83B
Team
18895 total employees; 7957 advisory reps; 5302 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 644097 | $122.51B |
| High net worth individuals | 654519 | $495.07B |
| Banking/thrift institutions | 10 | $13.9M |
| Pension/profit sharing plans | 9346 | $8.70B |
| Charitable organizations | 5564 | $14.67B |
| State/municipal entities | 64 | $823.1M |
| Insurance companies | 23 | $392.8M |
| Corporations/business entities | 10435 | $29.13B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.WELLSFARGOADVISORS.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WELLS-FARGO-ADVISORS/
- HTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
- HTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
- HTTPS://WWW.TWITTER.COM/WFINVESTING
- HTTPS://WWW.WELLSFARGOCLEARINGSERVICESLLC.COM
- HTTPS://STORIES.WF.COM/
- HTTPS://WWW.FACEBOOK.COM/WELLSFARGOADVISORS/
- HTTPS://FCC.FCCACCESSONLINE.COM
- HTTPS://WWW.WELLSFARGO.COM
- HTTPS://WWW.YOUTUBE.COM/@WELLSFARGO
Official SEC filing: View on IAPD