Napa, CA First St Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,119

Across 1,525 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on Wells Fargo Clearing

Occupation focus

Retired Founder/Business Owner

Based on Wells Fargo Clearing

Location

1455 First St, Ste 201

Napa CA 94559

Advisors at this office

7

Advisors at this office

user avatar

Cory S

Series 63, Series 65

Napa, CA

Wells Fargo Clearing

Cory Synnestvedt is a financial advisor with Wells Fargo Clearing in Napa, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He was previously with Prudential Equity Group, LLC for six years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Richard B

CFP®, Series 63, Series 65

Napa, CA

Wells Fargo Clearing

Richard Barry is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously held roles at Wells Fargo Clearing from 2009 to 2010 and at Merrill from 2008 to 2009. Barry holds an inactive attorney license from the Supreme Court of Pennsylvania. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Erin H

Series 63, Series 65

Napa, CA

Wells Fargo Clearing

Erin Hofacket is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has previously worked at Edward Jones, JP Morgan Chase Bank NA, First Republic Investment Management Inc, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Daniel D

Series 63

Napa, CA

Wells Fargo Clearing

Daniel Dwyer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones, JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Retired Founder/Business Owner
user avatar

Courtney G

Series 66, Series 63

Napa, CA

Wells Fargo Clearing

Courtney Guerci is a financial advisor with Wells Fargo Clearing in Napa, California, holding Series 66 and Series 63 licenses and nine years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Kevin W

Series 63, Series 65

Napa, CA

Wells Fargo Clearing

Kevin Wilson is a financial advisor with Wells Fargo Clearing in Napa, California, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Marianne D

Series 63

Napa, CA

Wells Fargo Clearing

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)