# Wells Fargo Advisors

Wells Fargo Advisors is a Bank / Wealth / Trust based in St. Louis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** wellsfargoadvisors.com

## Regulatory record

- **CRD number:** 11025
- **SEC file number:** 801-37967
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/11025

## About

Wells Fargo Advisors is an SEC-registered investment adviser in St. Louis, MO, registered since 2000. The firm manages $671.4 billion in assets, with $478.8 billion on a discretionary basis. It has 18,895 employees and 7,957 investment advisers.

## Sectors

- Secondaries & Special Situations
- Private Credit
- Real Estate

## People

- Sol Gindi — Head of Wells Fargo Advisors

## Questions

### How does Wells Fargo Advisors source its alternative-investment offerings?

The firm sources through a centralized due-diligence team within its Alternative Investments group, which vets external managers and approves them for the platform. Managers gain access to Wells Fargo's network of roughly 12,000 financial advisors, who can then place client capital into registered feeder funds, interval funds, or other retail-accessible structures. The process is home-office controlled, meaning advisor discretion is limited to the pre-approved menu.

### Who makes investment decisions at Wells Fargo Advisors?

Individual financial advisors make portfolio-level decisions for their clients within the bounds of the firm's approved product menu. The menu itself is determined by a home-office due-diligence team led by the Alternative Investments group. Sol Gindi, head of Wells Fargo Advisors since January 2024, oversees the entire wealth management division and reports to the bank's Wealth & Investment Management leadership.

## Related profiles

- [Wellmark](https://altss.com/profile/wellmark-inc)
- [Wells Fargo Advisors Financial Network](https://altss.com/profile/wells-fargo-advisors-financial-network)

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Last updated: 2026-06-03T20:00:00.000Z

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