Wells Fargo Advisors is here to provide the guidance and solutions that are right for you — whenever, however you need us.
Helping you maximize your financial life
Your Financial Advisor will take the time to get to know you and understand your goals. Using our flexible planning process, your advisor will help you build your financial strategy and stay on track as your life and goals change.
Your advisor will provide guidance beyond just investments. Coordinating with your legal, tax, and other professionals is just one example of how your advisor can help you manage your complete financial picture.
Learn more about our Envision® planning process
Our commitment to you
Your advisor will help you develop, implement, and monitor your financial strategy, communicating with you when and how you prefer — on your terms. And all of your accounts will be easy to follow through our consolidated online access.
We’ll also make sure you understand our fee structure, how much you’re paying, and what you’re paying for.
How to prepare for your first consultation
Call 1-866-243-0931 to be matched with a personal Financial Advisor
About Wells Fargo Advisors
As the third-largest brokerage in the U.S., we are committed to setting the industry standard around the quality of advice through our nearly 15,000 registered representatives.
Our advisory services complement our investment planning process.
Advisory Services and programs
Easily research, transfer funds, and make trades with WellsTrade® Online Brokerage at your convenience.
Learn more about WellsTrade
All data include Wells Fargo Clearing Services, LLC (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC as of September 30, 2015.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank
- May Lose Value
Envision® is a registered service mark of Wells Fargo & Company and used under license.
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company, and is intended only for United States residents. WellsTrade® brokerage accounts are offered through WFCS.