Best-in-State · rank 131 · Scottsdale, Arizona · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Robb Burris is a financial advisor for Wells Fargo Advisors in the Scottsdale, Arizona area” — sec_finra_regulatory
- Parent company — Wells Fargo Bank, N.A. (medium)
- “Wells Fargo Clearing Services, LLC” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Wells Fargo Clearing Services, LLC - ROBB SALTER BURRIS - Broker” — sec_finra_regulatory
- Team name — The Burris, Osness, Sankey Private Wealth Management Group (high)
- “The Burris, Osness, Sankey Private Wealth Management Group of Wells Fargo Advisors” — firm_official
- Team size — 3 (high)
- “The team consists of three advisors: Robb Burris, Terri Osness, and Alec Sankey” — firm_official
- CRD — 2781808 (high)
- “ROBB SALTER BURRIS - Broker at WELLS FARGO CLEARING SERVICES, LLC - CRD #2781808” — sec_finra_regulatory
- Years experience — 29 (high)
- “Robb Salter Burris has 29 years of experience and is registered as both an Investment Adviser and Broker with Wells Fargo Clearing Services, LLC” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “Typical Net Worth of Relationships: $1-50M” — forbes_shook
- Client niche — generalist (medium)
- “As an experienced wealth management team, they specialize in personalized wealth planning, providing access to comprehensive investment solutions” — firm_official
- Custodians — not_applicable (high)
- “Wells Fargo Advisors is a wirehouse brokerage firm, not an independent RIA” — sec_finra_regulatory
- Fee model — not_public (medium)
- “Wells Fargo Advisors does not publicly disclose individual advisor fee structures on team websites” — firm_official
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/burris-osness-sankey/ (high)
- “Home | The Burris, Osness, Sankey Private Wealth Management Group of Wells Fargo Advisors” — firm_official
- Value proposition (verbatim) — Our team takes a holistic approach to wealth planning, crafting strategies that help to safeguard your wealth, preserve your legacy, and enhance your financial future. (high)
- “Our team takes a holistic approach to wealth planning, crafting strategies that help to safeguard your wealth, preserve your legacy, and enhance your financial future.” — firm_official
- Differentiators — Comprehensive wealth planning with holistic approach, Personalized wealth strategies tailored to client needs, Access to comprehensive investment solutions, Experienced team with 26+ years in industry, Specialized estate and retirement planning (medium)
- “As an experienced wealth management team, they specialize in personalized wealth planning, providing access to comprehensive investment solutions and delivering exceptional, tailored client service.” — firm_official
- Content marketing — none (medium)
- “No blog, insights, newsletter, or market commentary found under the team's name in search results” — firm_official
- Has podcast — no (medium)
- “No podcast hosted by Robb Burris or the Burris, Osness, Sankey team found in search results” — firm_official
- Books published — 0 (low)
- “No books authored by Robb Burris found in search results” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “No social media presence (LinkedIn, X, YouTube, Instagram, TikTok) found for Robb Burris or the team in search results” — firm_official
- Press awards — Forbes Best-In-State Wealth Advisors 2026, Forbes Best-In-State Wealth Advisors 2025, Forbes Best-In-State Wealth Advisors 2023, Wells Fargo Advisors Platinum Council 2025, Wells Fargo Advisors Platinum Council 2023-2020 (high)
- “Robb has been recognized as a member of the Wells Fargo Advisors Platinum Council advisor in 2025 and 2023-2020, and has been named to Forbes Best-In-State Wealth Advisors (2025, 2023 and 2021)” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Team uses Wells Fargo corporate branding; no distinct team logo found on website pages” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Wells Fargo corporate branding (navy/red stagecoach logo standard) (medium)
- “Team website uses standard Wells Fargo Advisors branding and color scheme” — firm_official