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Dedicated Financial Advisor

Advice that’s on
your side

As conditions change, a financial advisor from Wells Fargo Advisors can help keep you on a steady course
Or call us at 1-866-243-0931

The right advisor can help make your goals a reality.

Enjoy the confidence that comes when you have an individualized plan charted to where you want to go. Your financial advisor will listen to your needs, then offer personalized guidance to help get you there.

Work with an advisor you trust

Our advisors start by listening so they understand who you are and where you want to go

See your full financial picture clearly

Your advisor is connected to an array of specialists to help guide you with your varied financial needs

Plan for your future

From saving for retirement to estate planning strategies, you’ll get tailored investment guidance that reflects your evolving goals

Keep on track

Your advisor will create a customized investment plan for you, then review it and discuss changes as needed along the way

140 years of service

Third-largest full-service provider of retail brokerage services in the U.S., with more than $1.8 trillion assets managed and around 12,000 Advisors nationwide.

Through bull and bear markets, we've stood the test of time with one philosophy: our clients always come first.

Find an advisor near you today.

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Get more information about Wells Fargo Advisors and its financial professionals 

FINRA’s BrokerCheck

Form CRS: Relationship Summary

How it works

With a dedicated advisor, you’ll get an investment plan designed specifically for your situation, with customized investment recommendations. You’ll also receive:

  • 24/7 online account access and service
  • Research tools and market news
  • Our highest level of service and support

What you’ll pay

Your personal fee structure will be based on the two types of services we provide: Investment advisory (percentage of assets held in your account) and brokerage (sales charge on each transaction). Understand account and service fees:

Investing insights

Stay on top of current market news, insights, and commentary.

Investing news and commentary

Investor guidance

Still have questions?

Call Us

New accounts

Mon–Fri: 8:30 am–9:30 pm
Eastern Time

Existing accounts

Please contact your Financial Advisor.
Or call us at 1-866-281-7436
Mon–Fri: 8 am–12 am
Eastern Time