RIA Intel›Advisers›Missouri›WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Advisory

N·ST. LOUIS, MO

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$671.4B

1-Year AUM Growth

+8.5%

3-Year CAGR

-2.2%

Employees

7,957

Assets Under Management

Total AUM$671.4B

Discretionary AUM$478.8B

Non-Discretionary AUM$192.6B

Discretionary %71.3%

Total Clients1,327,695

Team

Total Employees7,957

Investment Advisers18,895

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record640

First FilingNov 9, 2000

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 640 historical filings spanning 26+ 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 CLEARING SERVICES, LLC

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