Firm profile

WELLS FARGO ADVISORS

ST. LOUIS, MOCRD 19616Latest ADV April 2, 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
$671.4B
Employees
18,895
Offices
5,038 offices
Total Clients
1,324,168
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

4 roles identified
CEOBarry Sommers
CCOChristos G Tsamadias
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 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
654,519
2
Individuals
48.6%
644,097
3
Corporations
0.8%
10,435
4
Pension Plans
0.7%
9,346
5
Charitable
0.4%
5,564
Additional categories (<0.1%)
ALL OTHER TYPES OF ACCOUNTS NOT CAPTURED IN THE ABOVE CATEGORIES110 clients
Government64 clients
Insurance Cos.23 clients
Banks10 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$671.4Bas of April 2, 2026
Discretionary71.3%
$478.8B
71% of total RAUM71.3%
Non-discretionary28.7%
$192.6B
29% of total RAUM28.7%
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$671.4B
Total Accounts1,324,168
10Y AUM Change+$261.7B (+63.9%)

Employee Growth by Quarter

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

Total Employees18,895
Clients per Employee70:1
10Y Employee Change-7,499 (-28.4%)

* 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.