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WELLS FARGO ADVISORS
ST. LOUIS, MO
314-875-3000
SEC #801-37967Total AUM
$671.4B
Employees
18,895Clients
1,324,168Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE NORTH JEFFERSON AVENUE
MAIL CODE: H0004-05E
ST. LOUIS
MO 63103-2205
United States
MAIL CODE: H0004-05E
ST. LOUIS
MO 63103-2205
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
314-875-3000
Other Offices
5038
Financials
Total AUM
$671.4B
Accounts
1,324,168Discretionary
$478.8B
Accounts
987,321Non-Discretionary
$192.6B
Accounts
336,847
Clients
Individual Clients
644,097AUM
$122.5B
HNW Individual Clients
654,519AUM
$495.1B
Banking Clients
10AUM
$13.9M
Pension/Profit Sharing Plan Clients
9,346AUM
$8.7B
Charitable Organization Clients
5,564AUM
$14.7B
Government Entity Clients
64AUM
$823.1M
Insurance Company Clients
23AUM
$392.8M
Corporation or Business Clients
10,435AUM
$29.1B
Other Clients
110AUM
$96.3M
Description of Other Clients
ALL OTHER TYPES OF ACCOUNTS NOT CAPTURED IN THE ABOVE CATEGORIES
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingDismissed Civil Action (Settlement)Felony ChargeFelony ConvictionLicense Revocation/SuspensionMisdemeanor ConvictionMisdemeanor Conviction ChargeOther Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.