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| Wells Fargo Clearing Services LLC
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| CRD # | 19616 |
| SEC # | 801-37967 |
| CIK # | 0001417544 |
| AUM | 671.42 B (2026-06-23) |
| Employees | 18,895 (42% 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 ($B) |
|---|
| CIK | Period |
|---|---|
| 0001417544 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.7 | ||
| Microsoft Corp | 2.1 | ||
| Apple Inc | 2.1 | ||
| Alphabet Inc | 2.0 | ||
| Broadcom Inc | 2.0 | ||
| Cisco Systems Inc | 2.0 | ||
| Facebook Inc | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| Palo Alto Networks Inc | 1.1 | ||
| CrowdStrike Holdings Inc | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Lam Research Corp | 1.0 | ||
| Applied Materials Inc /DE | 1.0 | ||
| Chevron Corp | 1.0 | ||
| Fortinet Inc | 1.0 | ||
| International Business Machines Corp | 0.9 | ||
| Verizon Communications Inc | 0.9 | ||
| KLA Tencor Corp | 0.9 | ||
| GE Vernova Inc | 0.9 | ||
| Eaton Corp Ltd | 0.8 | ||
| Ross Stores Inc | 0.8 | ||
| Tyco International Ltd /Ber/ | 0.8 | ||
| Cloudflare Inc | 0.8 | ||
| Snap-On Inc | 0.8 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Johnson & Johnson | 0.7 | ||
| Accenture PLC | 0.7 | ||
| PepsiCo Inc | 0.7 | ||
| Salesforce Com Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 644,097 | 122.5 |
| (b) Individuals (high net worth individuals) | 654,519 | 495.1 |
| (c) Banking or thrift institutions | 10 | 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 | 9,346 | 8.7 |
| (h) Charitable organizations | 5,564 | 14.7 |
| (i) State or municipal government entities | 64 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 23 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10,435 | 29.1 |
| (n) Other | 110 | 0.1 |
| Total | 1,324,168 | 671.4 |
| By Discretionary | ||
| Discretionary | 987,321 | 478.8 |
| Non-Discretionary | 336,847 | 192.6 |
| Total | 1,324,168 | 671.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 671.4 | |
| Total | 1,324,168 | 671.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001417544] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $186.8B |
| Clients | 5,302 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 88KRVSOEKUGQZJ3DKW55 |
| Related Firms | State | AUM |
|---|---|---|
|
Wells Fargo Clearing Services LLC
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|
MO | 671.42 B |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 252.25 B |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 43.00 B |
|
Wells Fargo Asset Management International LLC
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|
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|
Wells Fargo Bank NA
✚
|
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Wells Fargo Funds Management LLC
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|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 1,013.61 B |
|
Managed Account Advisors LLC
✚
|
NJ | 994.99 B |
|
Dodge & Cox
✚
|
CA | 466.56 B |
|
US Bancorp Asset Management Inc
✚
|
MN | 427.48 B |
|
Fisher Asset Management LLC
✚
|
TX | 386.67 B |
|
Vanguard Advisers Inc
✚
|
PA | 344.62 B |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 252.25 B |
|
SBI Funds Management Limited
✚
|
219.93 B | |
|
John Hancock Investment Management LLC
✚
|
MA | 212.05 B |
|
TRowe Price Investment Management Inc
✚
|
MD | 204.18 B |