What Does Wells Fargo Advisors Do?

Total employees14530
HeadquartersSt. Louis
Founded

Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of North America's largest diversified financial services companies. It provides a wide range of financial advisory, brokerage, asset management, and retirement planning services to individuals, families, and institutions. With a vast network of financial advisors, Wells Fargo Advisors focuses on building long-term client relationships through personalized financial strategies and comprehensive investment solutions. They operate through various channels, including traditional full-service brokerage, independent brokerage, and bank-based advisors.

Where Is Wells Fargo Advisors's Headquarters?

Wells Fargo Advisors officeWells Fargo Advisors officeWells Fargo Advisors officeWells Fargo Advisors office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the main hub for Wells Fargo Advisors' operations, including wealth management, brokerage services, compliance, technology, and support functions for its national network of financial advisors.

Notable Features:

The St. Louis campus comprises modern office buildings designed to support a large workforce, often featuring collaborative workspaces, advanced technology infrastructure, and client service centers. It's a significant employment center in the region.

Work Culture:

The work culture emphasizes professionalism, client-centric service, risk management, and regulatory compliance. There is a strong focus on training and development for financial advisors and support staff. Teamwork and adherence to ethical standards are core components.

HQ Significance:

The St. Louis headquarters is crucial for centralizing operations, setting strategic direction for the advisory business, and maintaining a consistent client experience across its various channels. It represents a major commitment to the wealth management sector by Wells Fargo & Co.

Values Reflected in HQ: The headquarters' operations and design aim to reflect Wells Fargo's core values, such as a commitment to customers, ethical practices, diversity and inclusion, and community engagement.

Location:

Wells Fargo Advisors primarily serves clients within the United States. However, through its parent company, Wells Fargo & Company, it offers capabilities to support U.S.-based clients with international financial interests and, in some specialized cases, serves international clients. This may include access to global investment research, international securities trading, and cross-border wealth planning in coordination with other Wells Fargo entities. The core retail financial advisory services are predominantly U.S.-focused.

Street Address:

One North Jefferson Avenue

City:

St. Louis

State/Province:

Missouri

Country:

USA

Where Else Does Wells Fargo Advisors Operate Around the World?

Charlotte, North Carolina/USA

Address: Various locations, e.g., One Wells Fargo Center, 301 South College Street, Charlotte, NC 28202 (Part of Wells Fargo's East Coast hub)

Serves as a key center for the Southeastern U.S., supporting a large network of advisors and operations for various business lines.

New York, New York/USA

Address: Multiple locations, e.g., 150 East 42nd Street, New York, NY 10017

Key hub for serving the affluent Northeast market and providing access to global financial markets and specialized investment expertise.

Minneapolis, Minnesota/USA

Address: Various locations, e.g., Wells Fargo Center, 90 South 7th Street, Minneapolis, MN 55402

Central point for serving clients in the Midwest, with a strong base of financial advisors and support staff.

San Francisco, California/USA

Address: Multiple locations, with key offices like 420 Montgomery Street, San Francisco, CA 94104 (Parent Co. HQ)

Serves as the primary West Coast hub, catering to a technologically advanced and affluent client base in California and surrounding states.

Buying Intent Signals for Wells Fargo Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Wells Fargo Advisors? Meet the Executive Team

As of April 2025, Wells Fargo Advisors' leadership includes:

Sol Gindi - Head of Wells Fargo Advisors and Head of Client Relationship Group, Wealth & Investment Management
Barry Sommers - Former CEO of Wealth & Investment Management (Retired early 2024, position being restructured/filled)
Charles W. Scharf - Chief Executive Officer & President, Wells Fargo & Company (Parent Company)
Michael Liersch - Head of Advice and Planning, Wells Fargo Wealth & Investment Management

Who's Investing in Wells Fargo Advisors?

Wells Fargo Advisors has been backed by several prominent investors over the years, including:

Wells Fargo & Company (Parent Company, publicly traded as WFC)
The Vanguard Group (Major institutional shareholder of WFC)
BlackRock Inc. (Major institutional shareholder of WFC)
State Street Corporation (Major institutional shareholder of WFC)
Fidelity Management & Research (FMR Co.) (Major institutional shareholder of WFC)

What Leadership Changes Has Wells Fargo Advisors Seen Recently?

Hire1
Exits1

Wells Fargo's Wealth & Investment Management division, which includes Wells Fargo Advisors, has seen strategic leadership appointments and transitions aimed at enhancing client services, technology, and market growth. These changes reflect the broader company's focus on streamlining operations and investing in key talent.

Departures

Barry Sommers, Barry Sommers retired from his role as CEO of Wells Fargo's Wealth & Investment Management division. Search for replacement or restructuring of role is underway.

New Appointments:

Sameer Ladiwala, Sameer Ladiwala was appointed to lead technology initiatives across the Wealth & Investment Management division, supporting Wells Fargo Advisors' platforms and digital capabilities.

What Technology (Tech Stack) Is Used byWells Fargo Advisors?

Discover the tools Wells Fargo Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Wells Fargo Advisors Email Formats and Examples

Wells Fargo Advisors, as part of Wells Fargo & Company, generally utilizes standardized email formats. The most common format is typically [first_name].[last_name]@wellsfargo.com. Variations might exist, such as using a middle initial or specific departmental subdomains, but the primary format is widely used.

[first].[last]@wellsfargo.com

Format

jane.doe@wellsfargo.com

Example

90%

Success rate

What's the Latest News About Wells Fargo Advisors?

Forbes / SHOOK ResearchApril 9, 2024

Wells Fargo Advisors Well-Represented on Forbes' 2024 Best-In-State Wealth Advisors List

Numerous financial advisors affiliated with Wells Fargo Advisors were featured on the annual Forbes/SHOOK Research list of Best-In-State Wealth Advisors. This recognition highlights advisors based on criteria such as industry experience, compliance records, assets under management, and client service....more

AdvisorHubFebruary 21, 2024

Wells Fargo Names New Head of Independent Advisor Channel

Wells Fargo Advisors appointed John Cusack to lead its independent advisor channel, Wells Fargo Advisors Financial Network (FiNet). This move signals continued focus on growing its independent brokerage arm....more

Wells Fargo NewsroomOctober 25, 2023

Wells Fargo Appoints New Head of Technology for Wealth & Investment Management

Wells Fargo announced the appointment of Sameer Ladiwala as the Head of Technology for its Wealth & Investment Management (WIM) division. Ladiwala will be responsible for leading technology strategy and initiatives for WIM, which includes Wells Fargo Advisors....more

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