Atlas
Buyer

Wells Fargo Advisors

Wells Fargo Advisors · part of Wells Fargo

One of the four US wirehouses, plus Abbot Downing style UHNW coverage.

San Francisco, US

Sector footprint

One company, every side of the market

Asset
Allspring / Wells Fargo AM legacy

Asset management franchise spun out as Allspring Global Investments.

WealthThis site
Wells Fargo Advisors

One of the four US wirehouses, plus Abbot Downing style UHNW coverage.

Capability matrix

CapabilityAllspring / Wells Fargo AM legacyWells Fargo Advisors

Parent organization

Wells Fargo

Founded

Not yet sourced

Scale

$2.0T AUM

Companies alongside it

Peers grouped as Bank-affiliated — the nearest comparables in the same part of the market.