Investment adviser · CRD 11025
WELLS FARGO ADVISORS
Investment adviser filing (IA)
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ST. LOUIS, MO, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $252B Form ADV · Item 5.F
- Client accounts
- 466,575 Accounts, not individual clients
- Employees
- 4,047 Reported in this filing
- Advisory professionals
- 2,366 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 233,869 | $183,041,052,122 | 72.6% |
| Individuals | 221,968 | $51,411,767,813 | 20.4% |
| Corporations & businesses | 3,954 | $9,257,783,995 | 3.7% |
| Charities | 2,392 | $5,048,298,053 | 2.0% |
| Retirement plans | 4,364 | $3,391,415,578 | 1.3% |
| Government entities | 20 | $88,613,474 | 0.0% |
| Banks & thrifts | Fewer than 5 | $8,169,358 | 0.0% |
| Insurance companies | 7 | $4,171,591 | 0.0% |
Filing source
Form ADV 2130472 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05EST. LOUIS, MO, 63103-2205, United States
CRD 11025
Filing source
Form ADV 2130472 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.