Best-in-State · rank 103 · Scottsdale, Arizona · listed firm: Wells Fargo Advisors
Logo asset (hotlink-protected, view at source): https://i.forbesimg.com/media/advisors/wells-fargo-advisors-logo.png
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Wells Fargo Advisors” — forbes_shook
- Parent company — Wells Fargo & Company (high)
- “Wells Fargo Advisors” — firm_official
- Firm type — wirehouse (high)
- “Wells Fargo Advisors” — forbes_shook
- Team name — gap: not_found_after_search
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- Years experience — gap: not_public
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Book of business
- Team AUM ($M) — 668 (high)
- “Team Assets (Custodied): $668M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 6.75 (high)
- “Typical Net Worth of Relationships: $3.5-10M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Wells Fargo Advisors” — firm_official
- 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 — 2026 Forbes Top Wealth Advisors (rank 103) (high)
- “2026 Forbes Top Wealth Advisors rank 103” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Wells Fargo Advisors” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Wells Fargo corporate branding; blue/red primary colors, serif typography, financial institution aesthetic. (medium)
- “Wells Fargo Advisors” — firm_official