DBA: WELLS FARGO ADVISORS
| Total AUM | $252.25B |
| Discretionary | $191.52B76% of AUM |
| Non-Discretionary | $60.73B |
| Client Accounts | 466,575 |
| Avg Account Size | $541K |
| Employees | 4,047 |
| Peak AUM | $252.25BMar 2026 |
| AUM CAGR | +35.1% /yrover 25 yrs · 339 filings |
Total AUM
$252.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $252.3B | +27.8% | +34.7% | +25.9% | |
| Discretionary AUM | $191.5B | +28.8% | +35.6% | +25.8% | |
| Non-Disc. AUM | $60.7B | +24.7% | +32.0% | +26.5% | |
| Total Accounts | 467k | +16.1% | +20.4% | +19.0% | |
| Avg Account Size | $540,644.638 | +10.0% | +11.9% | +5.9% | |
| Employees | 4k | +10.6% | +14.4% | +14.8% | |
| AUM / Employee | $62M | +15.5% | +17.8% | +9.7% | |
Client AUM Segments | |||||
| Wealth AUM | $234.5B | +28.2% | +35.5% | +26.0% | |
| Institutional AUM | $17.8B | +22.4% | +26.5% | +25.0% | |
Client Count Segments | |||||
| HNW Clients | 222k | +10.9% | +13.6% | +15.6% | |
| Institutional | 11k | +15.8% | +15.4% | +15.9% | |
| Individuals | 234k | +21.7% | +29.0% | +23.0% | |
| Total AUM | $252.25B |
| Discretionary | $191.52B |
| Employees | 4047 |
| Client Accounts | 466575 |
| Client Range | 11-25 |
Address
ONE NORTH JEFFERSON AVENUE
ST. LOUIS MO 63103-2205
Phone
314-875-3000
Filing History
339 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191.5B
75.9% of AUM
Non-Discretionary
$60.7B
24.1% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Custody