Best-in-State · rank 91 · Birmingham, Alabama · 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” — forbes_shook
- Firm type — wirehouse (high)
- “Wells Fargo Advisors” — forbes_shook
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Book of business
- Team AUM ($M) — 872 (high)
- “Team Assets (Custodied): $872M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Wells Fargo Advisors” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
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- Press awards — Forbes America's Top Wealth Advisors 2026 (rank #91) (high)
- “rank 91, year 2026” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Wells Fargo Advisors” — forbes_shook
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search