WELLS FARGO CLEARING SERVICES, LLC
DBA: WELLS FARGO ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $671.42B |
| Discretionary | $478.83B71% of AUM |
| Non-Discretionary | $192.59B |
| Client Accounts | 1,324,168 |
| Avg Account Size | $507K |
| Employees | 18,895 |
| Peak AUM | $671.42BMar 2026 |
| AUM CAGR | +21.5% /yrover 26 yrs · 726 filings |
AUM by Client Type
Total AUM
$671.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $671.4B | +10.8% | +8.5% | +3.4% | |
| Discretionary AUM | $478.8B | +12.6% | +8.9% | +4.3% | |
| Non-Disc. AUM | $192.6B | +6.6% | +7.6% | +1.2% | |
| Total Accounts | 1.3M | 0.3% | 2.5% | 1.6% | |
| Avg Account Size | $507,051.856 | +11.1% | +11.3% | +5.0% | |
| Employees | 19k | 0.6% | 2.8% | 4.5% | |
| AUM / Employee | $36M | +11.5% | +11.7% | +8.2% | |
Client AUM Segments | |||||
| Wealth AUM | $617.6B | +11.2% | +8.6% | +3.5% | |
| Institutional AUM | $53.7B | +6.9% | +7.5% | +2.3% | |
| Other AUM | $96M | 33.9% | 21.0% | 29.8% | |
Client Count Segments | |||||
| HNW Clients | 644k | 4.7% | 7.2% | 4.2% | |
| Institutional | 25k | 5.1% | 6.3% | 5.4% | |
| Individuals | 655k | +4.7% | +3.4% | +1.6% | |
Key Metrics
| Total AUM | $671.42B |
| Discretionary | $478.83B |
| Employees | 18895 |
| Client Accounts | 1324168 |
| Client Range | 51-100 |
Contact & Location
Address
ONE NORTH JEFFERSON AVENUE
ST. LOUIS MO 63103-2205
Phone
314-875-3000
Filing History
726 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
$478.8B
71.3% of AUM
Non-Discretionary
$192.6B
28.7% of AUM
Disc. mix ▲ 1.1pp 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 Aug 2003
•Felony conviction
•Investment-related felony
•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 ConsultantTrust CompanyAccounting FirmLaw Firm