Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.
When you move your financial practice to Wells Fargo Advisors, you’ll join a nationwide firm with an environment and culture created for Financial Advisors and their clients. We put you at the forefront of the relationship with your clients. We focus on what we know best: the retail business. Come meet us and interact with our leadership team to witness first-hand what makes us different.
We are committed to giving you the most comprehensive platform in the industry to leverage your business. That includes providing technology that we believe is second to none, Home Office support areas with hands-on assistance, complete investment plans, and an industry-leading threshold for sales-assistant support. You’ll gain access to one of the broadest ranges of financial products and services available — including investment planning, investment strategy, asset management, equity research, portfolio strategy, and wealth management.
Offered exclusively at Wells Fargo Advisors, the Envision Planning Process is an innovative resource for engaging new clients or re-energizing your existing client relationships. Our process is designed to help clients live the one life they have to live the best way they can, without undue financial sacrifice or overexposure to risk. The Envision planning process was created to give our Advisors a competitive advantage — one that helps you deepen relationships with existing clients while differentiating yourself to new prospects.
We provide the support, guidance, and service you need at every stage of the transition process. This approach can dramatically improve your ability to transition your practice while proactively eliminating many of the common pitfalls that can occur during integration. We will give you every tool and resource necessary for you to move your practice, grow your business, and serve your clients in the best manner possible.
Wells Fargo Advisors believes in keeping our Financial Advisors ahead of the competition with innovative and powerful technology aimed at making it easier to serve your clients and grow your business. Wells Fargo Advisors' Access Online gives your clients access to investments, account statements, market information and research any time they need it. SmartStation will be your one-stop online shop for efficiently and effectively managing all your business – maintain records, perform trades, transfer funds, open accounts and more.