Wells Fargo Advisors Financial Network LLC

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Assets, Funds, Holdings

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Wells Fargo Advisors Financial Network LLC
CRD #11025
SEC #801-57434
CIK #0001418112
AUM $103.1 BB (2023-03-30)
Employees 2,135 (42% Investors, 100% Brokers)
Phone314-875-3000
AddressOne North Jefferson Avenue
St Louis, MO 63103
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
1108866442201999200720152024
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 ($BB)
18001440108072036002012201620202024
AUM Breakdown Accounts AUM ($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
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