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WELLS FARGO ADVISORS
Legal name: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CRD 11025File 801-57434
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$252.25B
Top 10% of cohort (national)
Discretionary AUM
$191.52B
Non-discretionary $60.73B
Clients
466,575
466,575 accounts
Employees
4,047
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 3, 2000
- Principal office
- ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05E, ST. LOUIS, MO, 63103-2205
- Phone
- 314-875-3000
- Website
- HTTPS://WWW.WELLSFARGO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $252.25B
- Discretionary AUM
- $191.52B
- Non-discretionary AUM
- $60.73B
- Discretionary accounts
- 376,616
- Non-discretionary accounts
- 89,959
- Total accounts
- 466,575
- AUM per client
- $541K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3,954 | $9.26B |
| Insurance companies | 7 | $4.2M |
| Charitable organizations | 2,392 | $5.05B |
| High net worth individuals | 233,869 | $183.04B |
| Banking or thrift institutions | Fewer than 5 | $8.2M |
| Pension and profit sharing plans | 4,364 | $3.39B |
| State or municipal government entities | 20 | $88.6M |
| Individuals (other than high net worth individuals) | 221,968 | $51.41B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11G
- Q11A2
- Q11B2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
- Q11H2
- Q11H1A
- Q11H1B
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.