CRD: 133204
Wells Fargo Investment Institute, Inc.
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-13-2005
- Office Locations
- 14
Office Locations
About Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. is a Charlotte-based RIA with 14 offices. The firm has been operating for 21 years. Managing $43.0B in total assets under management, with 143 advisory representatives. They custody assets with Wells Fargo.
Reported data analysis
What the numbers show
Between November 12, 2025 and March 23, 2026, reported AUM increased 5.3%, from $40.8B to $43.0B.
Across 5 reported observations, AUM decreased 16.1% between November 2, 2022 and March 23, 2026, from $51.2B to $43.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 143 advisory representatives and 12,219 clients, or 85.4 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 14 reported office locations and 21 years in operation. The source data was last updated on March 23, 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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The full Wells Fargo Investment Institute, Inc. 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%
BRITTA PERKIO MCCORDUCK
MANAGING DIRECTOR, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JACOB BRYAN ANDERSON
--
- CRD
- #6160364
ARSENE BLE
--
- CRD
- #7449474
Showing 2 of 57 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,995,068,741 | $3,520,435 |
| Non-Discretionary | $0 | -- |
| Total | $42,995,068,741 | $3,520,435 |
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Separately Managed Accounts
SMA allocation detail is available
Wells Fargo Investment Institute, Inc. 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 Investment Institute, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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