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| Wells Fargo Advisors Financial Network LLC
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|---|---|
| CRD # | 11025 |
| SEC # | 801-57434 |
| CIK # | 0001418112 |
| AUM | $154.2 BB (2024-07-03) |
| Employees | 3,227 (61% Investors, 100% Brokers) |
| Phone | 314-875-3000 |
| Address | One North Jefferson Avenue St Louis, MO 63103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001418112 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 64.2 | |
| Nvidia Corp | 399.6 | 48.8 | |
| Apple Inc | 2,382.8 | 45.1 | |
| Amazon Com Inc | 1,093.0 | 37.2 | |
| Facebook Inc | 434.9 | 23.3 | |
| Broadcom Inc | 201.3 | 20.5 | |
| Alphabet Inc | 1,475.1 | 16.9 | |
| Lilly Eli & Co | 301.8 | 16.5 | |
| Alphabet Inc | 1,482.6 | 15.7 | |
| J P Morgan Chase & Co | 340.2 | 12.4 | |
| VISA Inc | 419.3 | 11.9 | |
| UnitedHealth Group Inc | 477.0 | 10.5 | |
| Costco Wholesale Corp /NEW | 207.6 | 10.5 | |
| Mastercard Inc | 309.6 | 10.0 | |
| Netflix Inc | 79.8 | 8.0 | |
| Home Depot Inc | 277.6 | 6.9 | |
| Linde PLC | 147.5 | 6.7 | |
| Procter & Gamble Co | 338.1 | 6.7 | |
| Chevron Corp | 294.6 | 6.5 | |
| Exxon Mobil Corp | 385.5 | 6.5 | |
| Merck & Co Inc | 232.4 | 6.4 | |
| AbbVie Inc | 269.5 | 6.1 | |
| ServiceNow Inc | 94.9 | 5.9 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178,378 | 35.7 |
| (b) Individuals (high net worth individuals) | 159,637 | 106.3 |
| (c) Banking or thrift institutions | 6 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3,704 | 2.7 |
| (h) Charitable organizations | 1,709 | 3.1 |
| (i) State or municipal government entities | 158 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,906 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 346,499 | 154.2 |
| By Discretionary | ||
| Discretionary | 273,154 | 115.2 |
| Non-Discretionary | 73,345 | 39.0 |
| Total | 346,499 | 154.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.2 | |
| Total | 346,499 | 154.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001418112] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
✚
|
MO | 558.5 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 154.2 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 43.6 |
|
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) |
|---|---|---|
|
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 193.1 |
|
John Hancock Investment Management LLC
✚
|
MA | 189.6 |
|
US Bancorp Asset Management Inc
✚
|
MN | 176.1 |
|
SBI Funds Management Limited
✚
|
156.6 | |
|
Payden & Rygel
✚
|
CA | 142.3 |
|
Global Retirement Partners LLC
✚
|
CA | 140.7 |
|
Insight North America LLC
✚
|
NY | 136.7 |
|
Schroder Investment Management North America Inc
✚
|
NY | 135.4 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 105.4 |