Buyer
Wells Fargo Advisors
Branch + independent channels under one roof.
Sector footprint
One company, every side of the market
WealthThis site
Wells Fargo Advisors
Branch + independent channels under one roof.
Capability matrix
| Capability | Wells Fargo Advisors |
|---|---|
| managed | ● |
| planning | ● |
| lending | ● |
| banking | ● |
| insurance | ● |
Parent organization
Wells Fargo Advisors
Founded
Not yet sourced
Scale
$2.0T AUM
Companies alongside it
Peers grouped as wirehouse — the nearest comparables in the same part of the market.