Top Wealth + Best-in-State · rank 37 · New York, New York · listed firm: The Canell Group | Wells Fargo Advisors
Identity & firm
- Firm — The Canell Group of Wells Fargo Advisors (high)
- “The Canell Group of Wells Fargo Advisors” — firm_official
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "9/26/2024"” — 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)
- “"firmId": 19616, "firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "9/26/2024", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "37967", "iaSECNumberType": "801", ” — sec_finra_regulatory
- Team name — The Canell Group (high)
- “At The Canell Group, our clients are highly accomplished individuals who have built successful businesses or productive careers.” — firm_official
- Team size — 15 (medium)
- “Neil began his financial advisory career more than 30 years ago. In addition to being extremely well-versed in all equity products, Neil focuses on the fixed income marketplace, specifically municipal and corporate bonds” — firm_official
- CRD — 2327790 (high)
- “"basicInformation": {"individualId": 2327790, "firstName": "NEIL", "middleName": "IVAN", "lastName": "CANELL", "otherNames": ["NEIL CANELL"], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "3/” — sec_finra_regulatory
- Years experience — 33 (high)
- “"daysInIndustryCalculatedDate": "3/24/1993"” — sec_finra_regulatory
- “Neil began his financial advisory career more than 30 years ago.” — firm_official
- Designations — — (medium)
- “He received his B.A. from Lehigh University in 1989 and is FINRA Series 7, and 63 securities registered.” — firm_official
Book of business
- Team AUM ($M) — 2600 (high)
- “"Team Assets (Custodied)":"$2.6B"” — forbes_shook
- Account minimum ($M) — 3 (high)
- “"Minimum account size for new business":"$3M"” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “"Typical Net Worth of Relationships":"$10-50M"” — forbes_shook
- Client niche — professional athletes and entertainment clients; successful business owners and executives with complex wealth (high)
- “He is also the primary contact for its professional athlete and entertainment clientele.” — firm_official
- “At The Canell Group, our clients are highly accomplished individuals who have built successful businesses or productive careers. They have made a difference in their industries as well as their communities, and have accu” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "9/26/2024", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/the-canell-group/ (high)
- “The Canell Group of Wells Fargo Advisors” — firm_official
- Value proposition (verbatim) — "We are committed to managing our clients' wealth so that it truly serves their lives for generations to come." (high)
- “"We are committed to managing our clients' wealth so that it truly serves their lives for generations to come."” — firm_official
- Differentiators — holistic approach as clients' primary Financial Advisors, customized strategies built from clients' circumstances, concerns and aspirations, simplifying complex wealth for highly accomplished individuals, dedicated specialty in professional athlete and entertainment clientele, transparency about the reasons behind recommendations (high)
- “We are Wealth Partners who take a holistic approach to wealth management. We take the time to learn our clients' specific circumstances, concerns and aspirations in order to help them develop customized strategies to hel” — firm_official
- “They turn to us for help in handling their increasingly complicated investment and planning needs. Our goal is to make their lives simpler, taking on the complex task of managing their wealth.” — firm_official
- Content marketing — none (medium)
- “The Canell Group featured article in Worth Magazine (2015 & 2016)” — firm_official
- Has podcast — no (medium)
- “The Canell Group featured article in Worth Magazine (2015 & 2016)” — firm_official
- Books published — 0 (medium)
- “He received his B.A. from Lehigh University in 1989 and is FINRA Series 7, and 63 securities registered.” — firm_official
- Linkedin url — https://www.linkedin.com/in/neil-canell-17172535/ (high)
- “linkedin.com/in/neil-canell-17172535/” — firm_official
- Social presence — linkedin_active (low)
- “linkedin.com/in/neil-canell-17172535/” — firm_official
- Press awards — Barron's Top 100 Private Wealth Management Teams (2021), Barron's Top 1,200 State-by-State Advisors (2016, 2020–2024), AdvisorHub: "Wells Fargo Nabs $2-Billion J.P. Morgan Advisors Team in New York", InvestmentNews: "Wells Fargo scoops $2B team from JPMorgan", J.P. Morgan Chairman's Award honoree (2022) (high)
- “2021 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2021; Data Compiled by Barron's based on the time period from Jan. 2020 - Dec. 2020 (Source: Barrons.com). Fee paid for use of marketing materials.” — firm_official
- “Wells Fargo Nabs $2-Billion J.P. Morgan Advisors Team in New York - AdvisorHub” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “src="mediahandler/media/659820/CanellGroup_Logo_Broadridge.png"” — firm_official
- Logo url — https://fa.wellsfargoadvisors.com/the-canell-group/mediahandler/media/659820/CanellGroup_Logo_Broadridge.png (high)
- “src="mediahandler/media/659820/CanellGroup_Logo_Broadridge.png"” — firm_official
- Visual brand notes — Corporate Wells Fargo palette with a wordmark logo; nighttime New York skyline/bridge hero photography, horizontal rule accent bar, sans-serif type, group team photo, and a dense wall of Forbes/Barron's/SHOOK award badges. (high)
- “src="mediahandler/media/658758/new-york-skyline-night-bridge.jpg"” — firm_official
