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| Wells Fargo Advisors Financial Network LLC
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|---|---|
| CRD # | 11025 |
| SEC # | 801-57434 |
| CIK # | 0001418112 |
| AUM | $103.1 BB (2023-03-30) |
| Employees | 2,135 (42% Investors, 100% Brokers) |
| Phone | 314-875-3000 |
| Address | One North Jefferson Avenue St Louis, MO 63103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 26.8 | |
| AAPL | 2,382.8 | 22.1 | |
| AMZN | 1,093.0 | 11.6 | |
| NVDA | 399.6 | 10.5 | |
| UNH | 477.0 | 8.6 | |
| V | 419.3 | 7.9 | |
| GOOGL | 1,475.1 | 7.2 | |
| GOOG | 1,482.6 | 7.0 | |
| JPM | 340.2 | 6.1 | |
| MA | 309.6 | 5.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118,982 | 25.8 |
| (b) Individuals (high net worth individuals) | 97,873 | 68.8 |
| (c) Banking or thrift institutions | 6 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,803 | 2.1 |
| (h) Charitable organizations | 1,089 | 2.1 |
| (i) State or municipal government entities | 151 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,791 | 3.4 |
| (n) Other | 6 | 0.0 |
| Total | 222,705 | 102.5 |
| By Discretionary | ||
| Discretionary | 172,549 | 76.0 |
| Non-Discretionary | 50,156 | 26.5 |
| Total | 222,705 | 102.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.5 | |
| Total | 222,705 | 102.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001418112] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
✚
|
MO | 524.9 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 38.1 |
|
Wells Fargo Asset Management International LLC
✚
|
0.0 | |
|
Wells Fargo Bank NA
✚
|
0.0 | |
|
Wells Fargo Funds Management, LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Payden & Rygel
✚
|
CA | 126.9 |
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
Insight North America LLC
✚
|
NY | 119.2 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 94.6 |
|
Putnam Investment Management LLC
✚
|
MA | 91.2 |
|
Income Research & Management
✚
|
MA | 89.0 |
|
NFP Retirement Inc
✚
|
CA | 75.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
NEPC LLC
✚
|
MA | 63.6 |