Wells Fargo Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for Wells Fargo Advisors
Wells Fargo Advisors
Overview
Wells Fargo Advisors is a leading financial services firm specializing in investment planning, advice, and comprehensive wealth management solutions for clients nationwide. As part of Wells Fargo & Company, the firm benefits from a history spanning back to 1852 and has grown through essential acquisitions such as Wachovia Securities and A.G. Edwards. This integration provides the firm with a unique combination of national scale and a personalized approach to client support.
The organization delivers a broad portfolio of financial services tailored to individual needs, including advisory offerings, asset management, brokerage services, retirement and estate planning strategies, and portfolio analysis. Clients can also access banking and lending products through affiliated Wells Fargo entities. Advisors focus on strong client relationships and holistic financial support that help clients achieve their financial goals.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1852 |
| Revenue | 6.5B |
| Headquarters | 1 North Jefferson Avenue, St. Louis, Missouri 63103, United States |
| Languages | English |
| Parent Organization | Wells Fargo |
| Alexa Ranking | 32664 |
Contact Details
- Phone: +1 866-224-5708
- Website: wellsfargoadvisors.com
- LinkedIn: linkedin.com/company/wells-fargo-advisors
Key Focus Areas & Initiatives
- Advice & planning
- Investments
- Retirement
- Estate planning strategies
- Advisory services
- Financial planning
- Risk management
- Portfolio optimization
- Wealth advisory
- Portfolio management
- Multi-channel client engagement
- Mergers and acquisitions
- Client-focused investment solutions
- Personal financial planning
- Banking and lending
- Mutual funds
- Mobile banking integration
- Client engagement tools
- Investment banking and securities dealing
- Investment management
- Digital investment platform
- Client account access
- Client investment services
- Financial research
- Financial technology
- Bespoke financial advice
- Retirement planning
- Personalized advice
- Trust services
- Wealth preservation
- Wealth management
- Financial solutions
- Investment services
- Wealth transfer
- Customized portfolio solutions
- Estate planning
- Online trading platform
- Research analysis
- Integrated financial ecosystem
- Securities trading
- Full-spectrum financial services
- Wealth management technology
- Mutual fund access
- Financial advisory
- Comprehensive financial planning
- Broker-dealer
- Merger-driven growth
- Brokerage services
- Digital platforms
- Financial institution
- Financial consulting
- Insurance solutions
- Long-term focus
- Client communication
- Asset allocation
- Personalized wealth advice
- Securities brokerage
- Comprehensive wealth management
- Asset management
- Investment strategies
- Securities and commodity contracts intermediation and brokerage
- Business services
- Retirement account management
- Financial analytics
- Digital account management
- Insurance products
- Finance technology
- Consulting
- Management consulting
- Financial advising
Technologies Used
- Adobe Marketing Cloud
- Akamai
- Akamai DNS
- Citrix NetScaler
- Microsoft Office 365
- Remote
- Slack
- UltraDns
- WP Engine