Best-in-State · rank 119 · Scottsdale, Arizona · 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 division of Wells Fargo” — firm_official
- Firm type — wirehouse (high)
- “Wells Fargo Advisors operates as a wirehouse broker-dealer” — firm_official
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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) — 11.5 (high)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
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- Custodians — not_applicable (high)
- “Wells Fargo Advisors is a wirehouse broker-dealer, not an RIA” — firm_official
- Fee model — fee_plus_commission (medium)
- “Wells Fargo Advisors offers advisory services and commission-based brokerage” — firm_official
Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (rank 119) (high)
- “Ranked 119 on 2026 Forbes/SHOOK America's Top Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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