CRD: 11025
Wells Fargo Advisors Financial Network, LLC
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-30-1986
- Office Locations
- 1,115
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.
Reported data analysis
What the numbers show
Between December 11, 2025 and July 17, 2026, reported AUM increased 27.8%, from $197.4B to $252.3B.
Across 5 reported observations, AUM increased 146.0% between November 29, 2022 and July 17, 2026, from $102.5B to $252.3B.
Of the latest reported AUM, 75.9% is discretionary and 24.1% is non-discretionary.
The firm reports 2,366 advisory representatives and 469,565 clients, or 198.5 clients per representative. That equates to $537.2K in reported AUM per client.
The profile lists 1,115 reported office locations and 40 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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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
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BLAKE MATTHEW ABADIE
--
- CRD
- #7857835
OSCAR ABAUNZA VELAZQUEZ
--
- CRD
- #7123496
Showing 2 of 4582 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 |
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Separately Managed Accounts
SMA allocation detail is available
Wells Fargo Advisors Financial Network, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wells Fargo Advisors Financial Network, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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