Strength in Numbers
Put the size and scale of Wells Fargo Wealth & Investment Management (WIM) to work for your practice
580+
FiNet has over 580 independent practices 1
$2t+
Over $2 trillion in assets managed by WIM 2
16
Wells Fargo is ranked the 16th largest public company in world by Forbes 3
1 in 3
1 in 3 households in the U.S. do business with Wells Fargo 4
What you need to succeed
FiNet offers financial advisors the ability to enjoy true independence with all the support of a wirehouse relationship.
Banking & Lending
Robust resources for every financial need
Advice & Planning Solutions
Connecting meaning and money
Enterprise Grade Technology
All-in-one platform, Advisor Gateway
Dedicated Transition Support
Backed by a hands-on team of specialists
Wells Fargo Investment Institute
Expetise from in-house analysts
Assistance in Selecting Real Estate
Resources to help your enterprise grow
Marketing & Branding Support
Customize your practice to tell your story
Client Capabilities
Client-first tools and technology
Access to Private Wealth Capabilities
Tailored, high-net-worth solutions
Local Leader Support
Dedicated coaching and resources for growth
Succession & Growth Proprams
Design your ideal business path
Investment Solutions
Robust, client-first investment product platform
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1 Wells Fargo internal data
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2 Including deposits, as of March 31, 2026. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank.
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3 Forbes 2025 Global 2000; list developed using trailing 12 months of data available from April 25, 2025; https://www.forbes.com/lists/global2000-united-states/
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4 Wells Fargo internal data as of YE 2025