Data / Investment advisers / Missouri / Wells Fargo Advisors
Wells Fargo Advisors, St. Louis, MO: $252 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wells Fargo Advisors is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $252 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Wells Fargo Advisors (CRD number 11025): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 11025
- SEC file number
- 801-57434
- SEC status
- Approved, effective April 3, 2000
- Legal name
- Wells Fargo Advisors Financial Network, LLC
- Main office
- One North Jefferson Avenue Mail Code: H0004-05e, St. Louis, MO 63103
- Phone
- (314) 875-3000
- Website
- wellsfargo.com
- Regulatory AUM
- $252,251,271,984 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $191,518,732,783
- Non discretionary AUM
- $60,732,539,201
- Accounts
- 466,575
- Employees
- 4,047, of which 2,366 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Other offices
- 1,338
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233,869 | $183.04 billion |
| Individuals (other than high net worth individuals) | 221,968 | $51.41 billion |
| Corporations or other businesses | 3,954 | $9.26 billion |
| Charitable organizations | 2,392 | $5.05 billion |
| Pension and profit sharing plans | 4,364 | $3.39 billion |
| State or municipal government entities | 20 | $88.6 million |
| Banking or thrift institutions | 1 | $8.2 million |
| Insurance companies | 7 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $252.25 billion | March 31, 2026 |
| December 1, 2025 | $197.36 billion | November 25, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Edward Jones | St. Louis | $1.01 trillion | Not listed | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | $671.42 billion | Not listed | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | $343.89 billion | 3 | adviserinfo.sec.gov |
| Olive Street Investment Advisers, LLC | St. Louis | $203.76 billion | Not listed | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | $197.53 billion | 22 | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | $181.86 billion | 26 | adviserinfo.sec.gov |
| Moneta Group Investment Advisors, LLC | St. Louis | $50.54 billion | Not listed | adviserinfo.sec.gov |
| Ascension Investment Management | St. Louis | $42.41 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wells Fargo Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.