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WELLS FARGO ADVISORS
Legal name: WELLS FARGO CLEARING SERVICES, LLC
CRD 19616File 801-37967
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$671.42B
Top 10% of cohort (national)
Discretionary AUM
$478.83B
Non-discretionary $192.59B
Clients
1,324,058
1,324,168 accounts
Employees
18,895
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 5, 1990
- Principal office
- ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05E, ST. LOUIS, MO, 63103-2205
- Phone
- 314-875-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $671.42B
- Discretionary AUM
- $478.83B
- Non-discretionary AUM
- $192.59B
- Discretionary accounts
- 987,321
- Non-discretionary accounts
- 336,847
- Total accounts
- 1,324,168
- AUM per client
- $507K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10,435 | $29.13B |
| Insurance companies | 23 | $392.8M |
| Charitable organizations | 5,564 | $14.67B |
| High net worth individuals | 654,519 | $495.07B |
| Banking or thrift institutions | 10 | $13.9M |
| Pension and profit sharing plans | 9,346 | $8.70B |
| State or municipal government entities | 64 | $823.1M |
| Individuals (other than high net worth individuals) | 644,097 | $122.51B |
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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11G
- Q11A1
- Q11A2
- Q11B1
- Q11B2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
- Q11H2
- Q11H1A
- Q11H1B
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1324168 | 1324058 |
| 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.