Wells Fargo Advisors

• ·Wells Fargo Advisors is a other based in Saint Louis, Missouri.
• ·Wells Fargo Advisors has 20 funds on record, raising $18.2B across the 20 that report a size.
• ·Wells Fargo Advisors reports $23.8M in regulatory assets under management, per its SEC Form ADV (2026-04).

Wells Fargo Advisors is an investment advisory firm based in Saint Louis, Missouri. Established in 1879, the firm provides institutional brokerage, asset management, and estate planning services. It operates as a subsidiary of Wells Fargo. The assets of the firm are managed by the executive team. The firm is a Registered Investment Adviser (RIA).

Regulatory AUM

$23.8M

Private fund assets

—

Private funds

—

Staff

18895

Registered office

ST. LOUIS, MO

SEC status

Approved

Discloses a disciplinary history on Form ADV. Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WELLS FARGO CLEARING SERVICES, LLC).

• Wells Fargo Emerging Markets Large/Mid Cap Fund, a series of Wells Fargo Trust for Institutional Investments2013$389.1M
• Wells Fargo Floating Rate Loan Fund, a series of Wells Fargo Institutional Trust for Investments2012$88.6M
• Wells Fargo Closed-End Bond Fund Trust, a series of Wells Fargo Trust for Institutional Investments2011$226.7M
• Wells Fargo Small/Mid Cap Value Fund2011$7.6M
• Wells Fargo Global Tactical Asset Allocation Fund, a series of Wells Fargo Trust for Institutional Investments2011$85.4M
• Wells Fargo High Yield Bond Fund, a series of Wells Fargo Trust for Institutional Investments2011$189.7M

What is Wells Fargo Advisors's AUM?

Wells Fargo Advisors manages approximately $2.2M in assets.