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| Happy Holidays!! thanks for using AUM13F!! |
| Wells Fargo Advisors Financial Network LLC
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| CRD # | 11025 |
| SEC # | 801-57434 |
| CIK # | 0001418112 |
| AUM | $197.4 B (2025-07-07) |
| Employees | 3,658 (62% Investors, 100% Brokers) |
| Phone | 314-875-3000 |
| Address | One North Jefferson Avenue St Louis, MO 63103-2205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001418112 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 7.2 | ||
| Nvidia Corp | 3.9 | ||
| Amazon Com Inc | 3.3 | ||
| VISA Inc | 2.9 | ||
| Intuit Inc | 2.5 | ||
| Mastercard Inc | 2.0 | ||
| Apple Inc | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| Marvell Technology Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| General Electric Co | 1.4 | ||
| KKR & Co LP | 1.3 | ||
| Progressive Corp/Oh/ | 1.2 | ||
| Schwab Charles Corp | 1.2 | ||
| ServiceNow Inc | 1.1 | ||
| Uber Technologies Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Autodesk Inc | 0.9 | ||
| Intuitive Surgical Inc | 0.9 | ||
| Gallagher Arthur J & Co | 0.8 | ||
| Datadog Inc | 0.8 | ||
| Danaher Corp /DE/ | 0.8 | ||
| Carrier Global Corp | 0.8 | ||
| Zoetis Inc | 0.8 | ||
| KLA Tencor Corp | 0.7 | ||
| Workday Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200,234 | 43.4 |
| (b) Individuals (high net worth individuals) | 192,216 | 139.4 |
| (c) Banking or thrift institutions | 4 | 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 | 3,995 | 3.2 |
| (h) Charitable organizations | 2,022 | 3.8 |
| (i) State or municipal government entities | 26 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3,226 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 401,726 | 197.4 |
| By Discretionary | ||
| Discretionary | 319,858 | 148.6 |
| Non-Discretionary | 81,868 | 48.7 |
| Total | 401,726 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 401,726 | 197.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001418112] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
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|
MO | 606.0 |
|
Wells Fargo Advisors Financial Network LLC
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|
MO | 197.4 |
|
Wells Fargo Investment Institute Inc
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|
NC | 40.8 |
|
Wells Fargo Asset Management International LLC
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|
0.0 | |
|
Wells Fargo Bank NA
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|
0.0 | |
|
Wells Fargo Funds Management, LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TRowe Price Investment Management Inc
✚
|
MD | 207.1 |
|
John Hancock Investment Management LLC
✚
|
MA | 202.2 |
|
Gallagher Fiduciary Advisors LLC
✚
|
IL | 180.6 |
|
SBI Funds Management Limited
✚
|
174.9 | |
|
Payden & Rygel
✚
|
CA | 150.9 |
|
Global Retirement Partners LLC
✚
|
CA | 143.4 |
|
Insight North America LLC
✚
|
NY | 140.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 138.6 |
|
NEPC LLC
✚
|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |