WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DBA: WELLS FARGO ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 | +35.0% /yrover 25 yrs · 340 filings |
AUM by Client Type
Total AUM
$252.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $252.3B | +27.8% | +33.7% | +25.5% | |
| Discretionary AUM | $191.5B | +28.8% | +34.6% | +25.3% | |
| Non-Disc. AUM | $60.7B | +24.7% | +31.0% | +26.0% | |
| Total Accounts | 467k | +16.1% | +19.8% | +18.6% | |
| Avg Account Size | $540,644.638 | +10.0% | +11.6% | +5.8% | |
| Employees | 4k | +10.6% | +14.0% | +14.6% | |
| AUM / Employee | $62M | +15.5% | +17.3% | +9.5% | |
Client AUM Segments | |||||
| Wealth AUM | $234.5B | +28.2% | +34.4% | +25.5% | |
| Institutional AUM | $17.8B | +22.4% | +25.7% | +24.6% | |
Client Count Segments | |||||
| HNW Clients | 222k | +10.9% | +13.2% | +15.3% | |
| Institutional | 11k | +15.8% | +15.0% | +15.6% | |
| Individuals | 234k | +21.7% | +28.2% | +22.6% | |
Key Metrics
| Total AUM | $252.25B |
| Discretionary | $191.52B |
| Employees | 4047 |
| Client Accounts | 466575 |
| Client Range | 11-25 |
Contact & Location
Address
ONE NORTH JEFFERSON AVENUE
ST. LOUIS MO 63103-2205
Phone
314-875-3000
Filing History
340 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$191.5B
75.9% of AUM
Non-Discretionary
$60.7B
24.1% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jul 2003
•SRO proceeding/bar
•Investment adviser bar/suspension
•CFTC order
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerInvestment AdviserFutures Commission MerchantBanking InstitutionPension ConsultantAccounting FirmLaw Firm