RIA Intel›Advisers›Missouri›WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Advisory

N·ST. LOUIS, MO

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM

$252.3B

1-Year AUM Growth

+49.5%

3-Year CAGR

+24.6%

Employees

2,366

Assets Under Management

Total AUM$252.3B

Discretionary AUM$191.5B

Non-Discretionary AUM$60.7B

Discretionary %75.9%

Total Clients401,726

Team

Total Employees2,366

Investment Advisers4,047

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record299

First FilingMar 30, 2001

Latest FilingJul 6, 2026

🔒 Full AUM trend chart and 299 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.