About Wells Fargo Advisors.png
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through nearly 14,000 Financial Advisors. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and advice for helping them achieve their life needs and financial goals.

As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy its clients’ financial needs.

Wells Fargo Foundation has recently provided more than $1 million to organizations such as the American Association of People with Disabilities, Autism Society of America, Disability:IN, National Organization on Disability, Special Olympics, World Institute on Disability, and others.

CEO Charlie Scharf signed the Disability:IN CEO letter sharing the commitment to disability inclusion and joined the Valuable 500 to share Wells Fargo’s commitment to unlock the social and economic value of people living with disabilities across the world.
hudson yards.jpg
Wells Fargo and Company at a Glance.png
  • Approximately $1.9 trillion in assets (as of June 2023)
  • 17th Largest Public Company in the World (Forbes, 2023)
  • Among the Top 50 Companies for Diversity (DiversityInc., 2023)
  • Employer of the Year Seal (National Organization of Disability, 2022)
  • Serves 1 in 3 American households
  • Serves more than 10% of small businesses in the U.S.
  • 4th Largest bank in the U.S. by total assets
  • Named Global Best in Service for Cash Management (Euromoney Magazine)
  • Awarded Best Global Private Bank for Philanthropy Services (2021)

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, PA, RI, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX