Best-in-State · rank 110 · Scottsdale, Arizona · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Wells Fargo Advisors” — forbes_shook
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors” — forbes_shook
- Firm type — wirehouse (high)
- “Wells Fargo Advisors” — forbes_shook
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Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 3.5 (high)
- “Typical Net Worth of Relationships: $2-5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Wells Fargo Advisors” — forbes_shook
- Fee model — not_public (medium)
- “Wells Fargo Advisors” — forbes_shook
Positioning & marketing
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Visual brand
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