CRD: 19616
Wells Fargo Clearing Services, LLC
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-1989
- Office Locations
- 3,640
Office Locations
About Wells Fargo Clearing Services, LLC
Wells Fargo Advisors offers full-service wealth management and financial planning through dedicated advisors, supporting clients with retirement and estate planning and smart borrowing. The firm publishes frequent market commentary and Strategic Insights from Wells Fargo Investment Institute, helping inform portfolio positioning across equities, fixed income, real assets, and alternatives (including hedge funds). Serves retail and institutional clients.
Reported data analysis
What the numbers show
Between November 4, 2025 and June 23, 2026, reported AUM increased 10.8%, from $606.0B to $671.4B.
Across 5 reported observations, AUM increased 3.6% between November 29, 2022 and June 23, 2026, from $647.8B to $671.4B.
Of the latest reported AUM, 71.3% is discretionary and 28.7% is non-discretionary.
The firm reports 7,957 advisory representatives and 1,329,470 clients, or 167.1 clients per representative. That equates to $505.0K in reported AUM per client.
The profile lists 3,640 reported office locations and 37 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wells Fargo Clearing Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DARRELL CRONK
Chief Investment Officer, President
- CRD
- #2498892
- Ownership
- Less than 5%
SOL GINDI
President
- CRD
- #4903526
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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ERICK JONATHAN A LA TORRE
--
- CRD
- #7657668
JOSEPH PLATON ABAD
Financial Advisor
- CRD
- #4412305
Showing 2 of 18544 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,834,872,430 | $484,984 |
| Non-Discretionary | $192,586,970,269 | $571,734 |
| Total | $671,421,842,699 | $507,052 |
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Separately Managed Accounts
SMA allocation detail is available
Wells Fargo Clearing Services, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Wells Fargo Clearing Services, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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