W
$43.0B Total AUM
$43.0B Disc. AUM
-5.1% 3Y CAGR
225 Employees
12,219 ADV. Clients
21 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-13-2005
- Office Locations
- 14
Office Locations
1 North Jefferson Avenue St. Louis MO
100 N 18th ST 22nd Floor Philadelphia PA
1250 Broadcasting RD 1ST Floor Wyomissing PA
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.
Team overview
39 AVG AGE
$300.7M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
3.3 yrs AVG TENURE
225 Employees
143 Advisory Reps
48 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DARRELL CRONK
Chief Investment Officer, President
- CRD
- #2498892
- Ownership
- Less than 5%
Available
Available
Available
B
BRITTA PERKIO MCCORDUCK
MANAGING DIRECTOR, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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J
JACOB BRYAN ANDERSON
--
- CRD
- #6160364
Available
Available
Available
A
ARSENE BLE
--
- CRD
- #7449474
Available
Available
Available
Showing 2 of 57 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | 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 |
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