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Big firm perks for your new boutique experience.

Starting off ahead of the game means having your resources ready to go. With Wells Fargo Advisors Financial Network (FiNet) you get all of the mentoring, services and programs you need out of the box or ready to be customized to be the personal experience your clients want.

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Strategic Practice Solutions

Our dedicated team helps business owners through their business transformation. From consultation to execution, our experienced professionals exclusively serve FiNet teams & can help put your milestones within reach.

Identifying & Building Value

  • Track growth over time
  • Identify & deploy key value drivers to maximize organic growth
  • Uncover areas of improvement to increase enterprise value
  • Source trusted third parties for valuation

Mergers & Acquisitions

  • Align practice goals while preserving client relationships
  • Identify and evaluate due diligence opportunities
  • Structure agreements
  • Source trusted third parties for deal negotiation terms

Business Continuity Planning

  • Establish a structured and legally sound continuity strategy
  • Identify key successors
  • Operationalize projects
  • Source trusted third parties when needed

Succession Planning

  • Align long-term goals and practice vision
  • Identify potential successors
  • Structure the transition timeline
  • Source trusted third parties to develop formal agreements

Capital Access

  • Provide business valuation support
  • Design partnership buyouts
  • Advise on office expansion opportunities
  • Coordinate advisor transition capital

A wide range of services to help ensure your clients have options that meet their needs.

Traditional Brokerage

The core financial products: Mutual funds, UITs, exchange-traded products, bonds, stocks.

Advisory

Single-fee-driven products like separately managed accounts, objective-based advisory, client-directed, and FA-directed programs.

Retirement Planning

IRA's, 401(k)s, 403(b) and annuities to offer choices for both individuals and businesses.

Planning Scenarios

Goal-based guidance and planning technology designed to develop hypothetical scenarios to help clients visualize their financial futures.

Trust Services1

Business advisory services; estate services; international client investments; legacy trust; life, oil, gas, and mineral management; philanthropic services; real estate assets; and special needs trust services.

1Through affiliates

Liability Management 2

Through our Wells Fargo affiliates, you have access to lending products and services, including:

  • Securities-based financing
  • Residential mortgages
  • Home equity financing
  • Business financing
  • Credit cards

2Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Equal Housing Lender

Built-in risk management so you don't have to worry.

Wells Fargo Advisors Financial Network is still responsible for supervising your securities brokerage and advisory business. You’ll work closely with your regional supervisor to make sure your business is compliant with industry rules and regulations and participate in annual compliance audits. You’ll also be covered by an errors and omissions insurance policy.

Ability to grow your team

Add advisors to your practice by getting simple approval from Wells Fargo Advisors Financial Network.

Get financial backing

Start-up capital is available through various, non-equity capitalization programs.

Everything you need, all in one place

At the heart of our platform is Advisor Gateway: a modern, intuitive hub shaped by continuous advisor feedback.

One-click access to over 200 tools and applications

Plus, seamless integration with proprietary systems like Account 360, Client Review Center (CRC), and Money Movement along with industry-leading third-party tools including eMoney, Factset, iCapital and Salesforce.

Streamlined workflows to help save valuable time

Advisor Gateway’s interface is organized by client, so you can see a holistic and comprehensive view of their finances at once.

Grow with us

Learn more about our technology systems and other strategies Wells Fargo Advisors offers to support advisors and clients.

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