Best-in-State · rank 77 · 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 is a business of Wells Fargo & Company” — firm_official
- Firm type — wirehouse (high)
- “Wells Fargo Advisors LLC - registered broker-dealer and investment adviser” — sec_finra_regulatory
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Book of business
- Team AUM ($M) — 950 (high)
- “Team Assets (Custodied): $950M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Best-in-State Wealth Advisors 2026, ranked #77 (Arizona) (high)
- “Forbes Best-in-State Wealth Advisors 2026: Ranked #77 (Arizona)” — professional_press
Visual brand
- Has distinct logo — gap: not_applicable
- Logo url — gap: not_applicable
- Visual brand notes — gap: not_applicable