Firm profile

WELLS FARGO ADVISORS

ST. LOUIS, MOCRD 11025Latest ADV April 7, 2026

Wells Fargo Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$252.3B
Employees
4,047
Offices
1,338 offices
Total Clients
466,575
Primary office
ST. LOUIS, MO
ONE NORTH JEFFERSON AVENUE, MAIL CODE: H0004-05E, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOErik Anthony Karanik
CCOPaul Cameron Sankovich
CFORakesh Patel

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.1% of total clients.
Top client categories% of clientsClients
1
HNWI
50.1%
233,869
2
Individuals
47.6%
221,968
3
Pension Plans
0.9%
4,364
4
Corporations
0.8%
3,954
5
Charitable
0.5%
2,392
Additional categories (<0.1%)
Government20 clients
Insurance Cos.7 clients
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$252.3Bas of April 7, 2026
Discretionary75.9%
$191.5B
76% of total RAUM75.9%
Non-discretionary24.1%
$60.7B
24% of total RAUM24.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$252.3B
Total Accounts466,575
10Y AUM Change+$209.7B (+493.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4,047
Clients per Employee115:1
10Y Employee Change+1,986 (+96.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.