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Unmatched resources for independent advisors

Wells Fargo Advisors Financial Network (FiNet) offers your practice true independence with access to the resources you need to bring your growth goals to life. Whether you’re starting your independent journey or looking for more opportunity & resources as an independent practice, FiNet can help you.

Level up with our comprehensive wealth platform

FiNet offers independent advisors access to the resources they need to meet clients’ evolving needs

Custom Lending
Cash Management Solutions
Alternative Investments

Business Owner Advisory Services
Executive Planning
Outsourced Chief Investment Officer

Trust & Estate Planning
Comprehensive Wealth Planning
Insurance Services

Family Wealth & Culture Services
Portfolio Management
Philanthropic Services

Technology that delivers a better experience for advisors & clients

We have invested over $1 billion in Advisor Gateway, our centralized technology platform that puts tools like eMoney, PPA by Aladdin, Salesforce, Black Diamond, and over 200 more a click away. And our investment continues as we turn feedback from advisors into further improvements, and develop AI solutions that help you focus your time where it matters most.

eMoney

eMoney is industry leading planning software that allows advisors to analyze client situations, create personalized plans, and track client progress toward their goals.

FactSet

FactSet delivers intuitive research tools, real-time news, and customizable portfolio views—helping advisors streamline workflows, stay informed, and manage client relationships with greater efficiency.

Salesforce

Salesforce is our Client Relationship Management (CRM) tool that centralizes client data, streamlines communication, and automates key tasks, to help advisors deliver more personalized service at scale.

iCapital

iCapital streamlines access to alternative investments with a single platform, offering curated opportunities and powerful tools to help advisors build personalized portfolios and better manage risk.

Black Diamond

Black Diamond is an enhanced performance reporting tool intended for use with high-net worth clients. The intuitive report builder enables advisors to create adhoc reports on the fly using pre-approved report pages.

Your clients deserve a best-in-class experience, and we aim to deliver it. In fact, our commitment to developing intuitive digital tools is why Wells Fargo Advisors was ranked #1 in Client Satisfaction with the Wealth Management Digital Experience among Advised Investors by J.D. Power in 2025.

Find your Divisional Growth Team

United States Wells Fargo Advisors Financial Network Regional Map

Select the division below to reveal the contact for your area.

J.D. Power’s 2025 U.S. Wealth Management Digital Experience Study is a benchmarking study of large U.S. wealth management firms assessing investor digital experiences across websites and mobile apps. Data was collected June–August 2025 from investors who identified Wells Fargo Advisors as their primary wealth management firm, had interacted with the firm’s website or mobile app in the past year, and reported either an advised or DIY relationship. Results were weighted by market share, panel source mix, and evaluated channel to support comparability across firms. A minimum number of 100 surveys total and at least 30 surveys for each channel are required to be included. Survey included feedback on 4 main categories: Design, System, Information, and Tools/Capabilities. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.