Insights

New Business Development Wells Fargo Advisors recently hired Megan Hausmann as the director of business development for the West, showcasing their focus on expanding their client base in that region. This presents an opportunity for sales professionals to target new business opportunities within the firm's RIA Solutions channel.

Retirement Planning Niche With the retirement of Jon Weiss, Co-CEO of Corporate & Investment Banking, scheduled for June 1, 2025, there is a potential opportunity for financial advisors specializing in retirement planning. Advisors can leverage this transition to offer their expertise and services to clients affected by the leadership change.

Legal Challenges and Compliance Solutions Wells Fargo Advisors faced legal issues related to securities law violations and breaches of fiduciary duty. Sales professionals could approach clients with compliance solutions to mitigate similar risks and reassure clients about the importance of working with a firm that prioritizes regulatory adherence.

Technology Integration By utilizing a tech stack that includes tools like Xero, Workstream, and Delphix, Wells Fargo Advisors demonstrates a commitment to technological advancements. Sales development representatives can highlight the firm's tech-savvy approach to attract clients looking for innovative financial solutions and streamlined processes.

Competitive Analysis Opportunities Understanding Wells Fargo Advisors' position relative to competitors like Goldman Sachs and Charles Schwab can provide sales professionals with insights into market trends and opportunities. By leveraging comparative analysis, sales teams can tailor their approaches and offerings to showcase the firm's unique strengths in the financial services industry.

Wells Fargo Advisors Tech Stack

Wells Fargo Advisors uses 8 technology products and services including Xero, Workstream, Polycom, and more. Explore Wells Fargo Advisors's tech stack below.

  • Xero
    Accounting
  • Workstream
    Applicant Tracking Systems
  • Polycom
    Communications Technology
  • WinMagic
    Data Security
  • Delphix
    Database Management
  • WalkMe
    User Onboarding
  • Apache Zookeeper
    Web And Application Servers
  • Daphne
    Web Servers

Media & News

Wells Fargo Advisors's Email Address Formats

Wells Fargo Advisors uses at least 2 format(s):
Wells Fargo Advisors Email FormatsExamplePercentage
First.Last@wellsfargoadvisors.comJohn.Doe@wellsfargoadvisors.com
96%
First.L@wellsfargoadvisors.comJohn.D@wellsfargoadvisors.com
2%
Last.First@wellsfargoadvisors.comDoe.John@wellsfargoadvisors.com
1%
F.Last@wellsfargoadvisors.comJ.Doe@wellsfargoadvisors.com
1%
First.Last@wfadvisors.comJohn.Doe@wfadvisors.com
84%
First.L@wfadvisors.comJohn.D@wfadvisors.com
11%
First.M.Last@wfadvisors.comJohn.M.Doe@wfadvisors.com
1%
First.Middle@wfadvisors.comJohn.Michael@wfadvisors.com
1%
Fir.Last@wfadvisors.comJoh.Doe@wfadvisors.com
1%
FLast@wfadvisors.comJDoe@wfadvisors.com
1%
First.MiddleLast@wfadvisors.comJohn.MichaelDoe@wfadvisors.com
1%

Frequently Asked Questions

Where is Wells Fargo Advisors's headquarters located?

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Wells Fargo Advisors's main headquarters is located at 1 North Jefferson Ave. St. Louis, Missouri 63103 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Wells Fargo Advisors's phone number?

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You can contact Wells Fargo Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wells Fargo Advisors's official website and social media links?

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Wells Fargo Advisors's official website is wellsfargoadvisors.com and has social profiles on LinkedIn.

How much revenue does Wells Fargo Advisors generate?

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As of May 2025, Wells Fargo Advisors's annual revenue reached $5B.

What is Wells Fargo Advisors's NAICS code?

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Wells Fargo Advisors's NAICS code is 523120 - Securities Brokerage.

How many employees does Wells Fargo Advisors have currently?

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As of May 2025, Wells Fargo Advisors has approximately 15K employees across 6 continents, including North AmericaAsiaEurope. Key team members include CEO: A. W.Chief Operating Officer: N. M.Chief Technology Officer And Senior Vice President - Head Of Infrastructure: C. W.. Explore Wells Fargo Advisors's employee directory with LeadIQ.

What industry does Wells Fargo Advisors belong to?

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Wells Fargo Advisors operates in the Financial Services industry.

What technology does Wells Fargo Advisors use?

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Wells Fargo Advisors's tech stack includes XeroWorkstreamPolycomWinMagicDelphixWalkMeApache ZookeeperDaphne.

What is Wells Fargo Advisors's email format?

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Wells Fargo Advisors's email format typically follows the pattern of . Find more Wells Fargo Advisors email formats with LeadIQ.
Wells Fargo Advisors

Wells Fargo Advisors

Financial ServicesMissouri, United States10001+ Employees

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis.

At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success.

Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 

Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
 
© 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1

Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Section iconCompany Overview

Headquarters
1 North Jefferson Ave. St. Louis, Missouri 63103 US
Phone number
NAICS Code
523120 - Securities Brokerage
Employees
10001+

Section iconFunding & Financials

  • $1B

    Wells Fargo Advisors's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Wells Fargo Advisors's revenue is in the range of $1B

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