CRD: 11025
Wells Fargo Advisors Financial Network, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-1986
- Office Locations
- 1,114
Office Locations
About Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network (FiNet) is Wells Fargo’s independent channel, helping established practices and advisors transitioning to independence run their businesses to their own standards with the resources of a full-service firm. The network supports financial planning, wealth planning, and portfolio construction using vehicles such as ETFs, mutual funds, fixed income, and alternatives, with clearing through Wells Fargo Clearing Services and region-based field coverage.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES J CRAVEN
--
- CRD
- #4323533
- Ownership
- Less than 5%
SOL GINDI
President
- CRD
- #4903526
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
Unlock allContacts
BLAKE MATTHEW ABADIE
--
- CRD
- #7857835
OSCAR ABAUNZA VELAZQUEZ
--
- CRD
- #7123496
Showing 2 of 4508 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,518,732,783 | $508,525 |
| Non-Discretionary | $60,732,539,201 | $675,114 |
| Total | $252,251,271,984 | $540,645 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing