Top Wealth + Best-in-State · rank 14 · Beverly Hills, California · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Currently employed by and registered with the following Firm(s): IA WELLS FARGO ADVISORS 433 N CAMDEN DR 9TH & 12TH FLS [LA-RBO] BEVERLY HILLS, CA 90210 CRD# 19616 Registered with this firm since: 01/03/2011” — sec_finra_regulatory
- Parent company — Wells Fargo & Company (high)
- “Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate o” — firm_official
- Firm type — wirehouse (high)
- “Firm Name: WELLS FARGO CLEARING SERVICES, LLC Main Office Address: ONE NORTH JEFFERSON AVENUE MAIL CODE: H0004-05G ST. LOUIS, MO 63103 Firm CRD#: 19616” — sec_finra_regulatory
- Team name — Firring Private Wealth Group (high)
- “At the Firring Private Wealth Group of Wells Fargo Advisors, we are committed to providing comprehensive wealth management services that support your financial goals.” — firm_official
- Team size — 4 (medium)
- “Team Members: Brian Firring, Monika Orozco, Tondalay N. George, Vincent A. Villa” — forbes_shook
- CRD — 2254647 (high)
- “BrokerCheck Report BRIAN JENS FIRRING CRD# 2254647” — sec_finra_regulatory
- Years experience — 28 (medium)
- “B STONE & YOUNGBERG LLC CRD# 795 LOS ANGELES, CA 05/1998 - 05/2006” — sec_finra_regulatory
- Designations — — (high)
- “This section details that the representative has reported 0 professional designation(s). No information reported.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 2400 (high)
- “Team Assets (Custodied): $2.4B” — forbes_shook
- Account minimum ($M) — 25 (high)
- “Minimum Account Size for New Business: $25M” — forbes_shook
- Typical client net worth ($M) — 60 (high)
- “Typical Net Worth of Relationships: $60M-15B” — forbes_shook
- Client niche — small, select group of ultra-high-net-worth clients with complex financial lives (high)
- “We work with a small and select group of clients who seek distinctive solutions to help meet the complex demands of their financial lives:” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate o” — firm_official
Positioning & marketing
- Website url — https://www.firringprivatewealthgroup.com/ (high)
- “Firring Private Wealth Group of Wells Fargo Advisors 433 N. Camden Drive Suite 1200 Beverly Hills, CA 90210 (310) 285-5961” — firm_official
- Value proposition (verbatim) — Your Wealth Management Goals are Our Goals — At the Firring Private Wealth Group of Wells Fargo Advisors, we are committed to providing comprehensive wealth management services that support your financial goals. In addition to offering portfolio strategies, we apply our knowledge and experience to provide solutions which speak to your long-term objectives, including your lifestyle needs, estate planning strategies, charitable giving strategies, and wealth transfer. (high)
- “Your Wealth Management Goals are Our Goals At the Firring Private Wealth Group of Wells Fargo Advisors, we are committed to providing comprehensive wealth management services that support your financial goals. In additio” — firm_official
- Differentiators — Part of Wells Fargo Advisors — capacity to holistically serve successful clients, Access to exclusive resources for sophisticated wealth management needs, Committed to forming strong personalized relationships, Diversity of backgrounds and experiences across the team, Small and select client roster seeking distinctive solutions (high)
- “PART OF WELLS FARGO ADVISORS We are part of Wells Fargo Advisors, which gives us the capacity to holistically serve successful clients like yourself. ACCESS TO EXCLUSIVE RESOURCES We have access to exclusive resources fo” — firm_official
- Content marketing — none (medium)
- “Home Our Team of Specialists Our Investment Process Wealth Management Services Contact Us Client Login” — firm_official
- Has podcast — no (medium)
- “Home Our Team of Specialists Our Investment Process Wealth Management Services Contact Us Client Login” — firm_official
- Books published — 0 (medium)
- “Home Our Team of Specialists Our Investment Process Wealth Management Services Contact Us Client Login” — firm_official
- Linkedin url — https://www.linkedin.com/in/brian-firring-90b60763/ (medium)
- “Brian Firring - Private Wealth Financial Advisor, Managing Director-Investments at Wells Fargo Advisors” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Brian Firring's Post” — social_or_third_party_db
- Press awards — 2015–2025 Barron's Top 1,200 Financial Advisors, 2012–2014 Barron's Top 1,000 Financial Advisors (high)
- “2015 -2025 Barron’s Top 1,200 Financial Advisors 2012 - 2014 Barron’s Top 1,000 Financial Advisors” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://www.firringprivatewealthgroup.com/mediahandler/media/713907/FirringPrivateWealthGroup_Logo_Color.jpg (high)
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- Visual brand notes — Deep-navy serif wordmark with rule lines above and below, italic "of Wells Fargo Advisors" tag; warm off-white (#f4f0ed) background, navy accent (hsl 211,66%,34%), Poppins/Open Sans body type, wide centered banner photography. (high)
- “background-color: #f4f0ed” — firm_official