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WELLS FARGO ADVISORS
ST. LOUIS, MO
314-875-3000
SEC #801-57434Total AUM
$252.3B
Employees
4,047Clients
466,575Firm 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
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
314-875-3000
Other Offices
1338
Financials
Total AUM
$252.3B
Accounts
466,575Discretionary
$191.5B
Accounts
376,616Non-Discretionary
$60.7B
Accounts
89,959
Clients
Individual Clients
221,968AUM
$51.4B
HNW Individual Clients
233,869AUM
$183B
Banking Clients
1AUM
$8.2M
Pension/Profit Sharing Plan Clients
4,364AUM
$3.4B
Charitable Organization Clients
2,392AUM
$5B
Government Entity Clients
20AUM
$88.6M
Insurance Company Clients
7AUM
$4.2M
Corporation or Business Clients
3,954AUM
$9.3B
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 ChargeLicense Revocation/SuspensionMisdemeanor 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 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.