WELLS FARGO Advisors

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Client AUMClient assets under management

$234,452,819,935

Clients

455,837

Advisors

4,178

across 1,145 offices

Clients per advisor

109

High

Avg AUM per client

$514,335

High

HNW client ratio

51%

Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Investment consulting services to institutional clients

Expertise

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Main office

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One North Jefferson Avenue, H0004 05 C

St. Louis MO 63103

Advisors at this office

166

Offices (1,145)

St. Louis, MO One North Jefferson Avenue

One North Jefferson Avenue H0004 05 C, St. Louis, MO 63103

166 advisors

Bethesda, MD Wisconsin Ave

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814

50 advisors

Palm Beach Gardens, FL 3825 Pga Boulevard

3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410

37 advisors

San Antonio, TX N. Loop 1604 West

434 N. Loop 1604 West Suite 2203, San Antonio, TX 78232

34 advisors

Chicago, IL South Wacker Drive

10 South Wacker Drive Suite 2960, Chicago, IL 60606

33 advisors

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Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

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John Wealth Management · Roberts Private Wealth Management Of Green Wealth Management Group · Rodriquez Wealth Management · Romagna Wealth Management Group Of Innovative Retirement Associates · Rti Wealth Management · Safyurtlu Wealth Management Of Tsg Wealth Management · Sage Wealth Advisors · Sagebridge Wealth Management · Sagegrowth Wealth Management · Salahshour Wealth Management Of Blue Wave Private Wealth Management. · Salmon Creek Wealth Management · Salt Air Wealth Management · Sapphire Wealth Management · Sc3 F Wealth Management Group · Schaffer Private Wealth Group · Schanck & Caldwell Investment Consulting Group · Scherrey Wilson Wealth Management Of 2911 Wealth Advisors · Schofield Wealth Management · Schraeder Kabala & Associates Of Oxford Harriman & Company · Schultz Wealth Management Group Of Oxford Harriman & Company · Scioto Wealth Advisors LLC · Sd 26 Wealth Management Of Sullivan & Associates Wealth Management · Sea Island Cotton Advisors · Select Advisors Wealth Management · Sentry Point Private Wealth · Seventy2 Capital Wealth Management · Seymour Gielarowski Of Clarity Wealth · Shades Mountain Wealth Management Of Peritus Wealth Management · Shearwater Creek Wealth Advisors, LLC · Shepard Wealth Advisors Of Fcs Private Wealth Management · Shoaf Wealth Management · Shore To Summit Wealth Management · Shoreline Investment Strategies Of Conservant Financial · Shorewood Financial Services · Silver Spring Capital · Silver Strand Wealth Management Of Westlake Private Wealth Management · Silverstone Investment Management · Singularity Wealth Management, Inc. · Siracusano Sleezer Group Wealth Management · Sl Sakata Of Tsg Wealth Management · Slates Wealth Management Group Of Northpointe Wealth Management · Smirniotis And Seibold Wealth Management · Smith Mundwiller Securities, LLC · Snow Pine Private Wealth · Snyder Thornburg Wealth Management · Soncor Wealth Partners · Soundridge Private Wealth · South Shore Wealth Management Of Sullivan & Associates Wealth Management · Spruce Creek Financial Advisors · Squire Asset Management · Stages Financial Partners · Stalworth Wealth Management Group Of Sullivan & Associates Wealth Management · Stanley Brannum Wealth Management Group · Starmont Wealth Management · Stelvio Private Wealth · Stockton Wealth Management · Stoever & Palmore Investment Group · Storehaus Wealth Of Conservant Financial · Strategic Private Wealth Management · Strategic Wealth Management · Sugar Creek Wealth · Sullivan & Associates Wealth Management · Summit Springs Financial Advisors · Summit View Private Wealth Management Of Sullivan & Associates Wealth Management · Summit Wealth Group · Summit Wealth Management, LLC · Svk Group · Tact Wealth Strategies · Tanious Group Of Tsg Wealth Management · Texan Wealth Advisors · The Allen Group Of Starmont Wealth Management · The Appling & Landerholm Private Wealth Group Of Seventy2 Capital Wealth Management · The Arlington Group Investment Consulting · The B.C. Group Private Wealth Management · The Baier, Ormsby & Porto Wealth Management Group Of Woodstock Financial · The Benesch Investment Group · The Brenchley Group Of Family Wealth Management · The Cabalu Group Of Seventy2 Capital Wealth Management · The Captiva Group Of Sullivan & Associates Wealth Management · The Carrera Group Of Integrative Wealth Management · The Cheney Group Of Family Wealth Management · The Cohen Group Of Blue Wave Private Wealth Management · The Creekbaum Group Of Peritus Wealth Management · The Cunningham Group Of Family Wealth Management · The Eagleton Brown Investment Group, LLC · The Earl Group Of Family Wealth Management · The Eddy Investment Group Of Pelorus Capital Management · The Fairchild Group Of Tsg Wealth Management · The Fcs Family Office · The Fwm Group Of Family Wealth Management · The Gravelle Financial Strategies Group Of Seventy2 Capital Wealth Management · The Hafferkamp Wealth Management Group Of Woodstock Financial · The Holcomb Group Of Tsg Wealth Management · The Hudson Valley Financial Group Of Sullivan & Associates Wealth Management · The J & J Investment Group Of Family Wealth Management · The Kelleher Group Of Edwards Asset Management · The Kelly & Schertz Group Of Seventy2 Capital Wealth Management · The Lacey Group Of Tsg Wealth Management · The Lopresti Group Of Clarity Wealth · The Makee Group Of Oxford Harriman & Company · The Masoner Group Of Tsg Wealth Management · The Mccarthy Eljdid Private Wealth Group Of Seventy2 Capital Wealth Management · The Mclaughlin Group Of Seventy2 Capital Wealth Management · The Murchison Group · The Nesselroad/Gable Group Of Northpointe Wealth Management · The Nuetzel Group Of Seventy2 Capital Wealth Management · The Petrie Group Of Tsg Wealth Management · The Piercy Whitt Group Of Conservant Financial · The Poplin Financial Strategies Group Of Millennium Private Wealth · The Princeton Group Of Oxford Harriman & Company · The Riven Group Of Seventy2 Capital Wealth Management · The Robinson Group Of Sullivan & Associates Wealth Management · The Sackler Group Of Tsg Wealth Management · The Simmons Group · The Spencer Vance Group Of Family Wealth Management · The Stewart Markey Group Of Seventy2 Capital Wealth Management · The Thorpe Group Of Family Wealth Management · The Veritas Group Of Tsg Wealth Management · Thompson Wealth Management And Life Planning · Three Asset Advisory Group Of Nest Capital · Tidewater Private Wealth Advisors · Tmc Private Wealth Of Tsg Wealth Management · Touchstone Wealth Partners · Towermark Wealth Management · Trailhead Wealth Management · Trillium Private Wealth · Trioak Private Wealth Management · Trivium Wealth Management Of Westlake Private Wealth Management · True North Wealth Management Of Sullivan & Associates Wealth Management · Truejourney · Truenorth Financial · Tryline Private Wealth Of Oxford Harriman & Company · Tsg Wealth Management · Turquoise Private Wealth · Twin Harbors Private Wealth · Two Rivers Wealth Advisors Of Conservant Financial · Unruh & Unes Wealth Mangement Group · Upland Wealth Advisors · Upper Valley Wealth Management Of Sullivan & Associates Wealth Management · Valtierra Investment Group · Vela Wealth Management · Verhulst Wealth Management Of Bridgepoint Wealth Partners · Verismo Financial · Veritas Crest Wealth Of Bridgepoint Wealth Partners · Viator Wealth Management Of Nest Capital · Village Wealth Management Or Peritus Wealth Management · Vine & Branch Capital · Virtuent Of Tsg Wealth Management · Vision Wealth Group · Vista Wealth Advisors Of Bridgepoint Wealth Partners · Vuyk Hammer Of Heritage Private Wealth · Warner, Hood, Hardee & Stroud Wealth Advisors · Warren Capital Management A Shore To Summit Wealth Management Partner · Watchtower Wealth Management · Wavecrest Wealth Management Of Millenniun Private Wealth · Waypoint Private Wealth Management · Wayzata Bay Private Wealth Management Of Green Wealth Management Group · Wc Bird Private Wealth Management · Wedel Financial Group · Welch Group Of 211 Wealth Management · Wellesley Private Advisors · Wells Fargo Advisors · Westlake Private Wealth Management · Whichard Woolard & Mitchell Wealth Management · Whitaker & Deangelo Private Wealth Management Of 1856 Capital Partners · White Oak Financial Advisors · Whitlock Ellis Wealth Management · Willow Bend Wealth Management Of Merritt Point Wealth Advisors · Wind River Capital Management · Winters Wealth Management Of Green Wealth Management Group · Woodstock Financial · Yellowstone Wealth Management · Yield Private Wealth

Disclosures

Felony convictions

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Investment-related misdemeanors

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Investment-law violations

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Authorization suspended

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False statement or omission

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Investment regulation violation

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Caused license restriction

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Regulatory order

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License denied

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Current proceeding

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Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

John Malloy is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as an advisory board member for Smyrna Grove HOA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services supported by proprietary research and planning tools. The firm provides tailored recommendations and integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Ian M

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Ian Mould is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he was involved with Elite Color Solutions LLC from 2021 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

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