Best-in-State · rank 79 · Anniston, Alabama · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Wells Fargo Advisors” — forbes_shook
- Parent company — Wells Fargo & Company (high)
- “Wells Fargo Advisors is a trade name used by Wells Fargo & Company” — firm_official
- Firm type — bank_brokerage (high)
- “Wells Fargo Advisors” — forbes_shook
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Book of business
- Team AUM ($M) — 408 (high)
- “Team Assets (Custodied): $408M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 3.0 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
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- Custodians — not_applicable (high)
- “Wells Fargo Advisors” — forbes_shook
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Positioning & marketing
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Visual brand
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