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Wells Fargo›
Products & Services
AddedApr 29, 2026
UpdatedMay 31, 2026
Wells Fargo Wealth & Investment Management

Wells Fargo Wealth & Investment Management

Service
Currently Offered

Wells Fargo Wealth & Investment Management offers investing and advisory services.

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Overview

Wells Fargo Wealth & Investment Management offers investing, advisory, brokerage and planning services for individuals, families and institutions. The business connects wealth advice with Wells Fargo banking and lending capabilities.

It competes with national-bank wealth management platforms that provide advisor access, investment products, planning guidance and relationship-based banking for affluent clients.

Classification

Main Product
  • Wealth Management
Tags
  • Banking

More from Wells Fargo

  • Wells Fargo Commercial Banking logo

    Wells Fargo Commercial Banking

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    Wells Fargo Credit Cards

  • Wells Fargo Everyday Checking logo

    Wells Fargo Everyday Checking

Direct Competitors

  • Citi

    Citi logo

    Citi Wealth

    citi.com

  • JPMorgan Chase

    JPMorgan Chase logo

    J.P. Morgan Wealth Management

  • Bank of America

    Bank of America logo

    Merrill Wealth Management

    bankofamerica.com

AttributeWells Fargo Wealth & Investment ManagementCiti WealthJ.P. Morgan Wealth ManagementMerrill Wealth Management
ProviderWells Fargowellsfargo.com$0 raised · PublicCiticiti.comPublicJPMorgan Chase$3M raised · PublicBank of Americabankofamerica.com$1.2B raised · Public
Founded1852181217991904
Sells ToEnterprises, IndividualsEnterprises, IndividualsEnterprises, IndividualsEnterprises, Individuals
Pricing ModelFees, Transactional CommissionFees, Transactional CommissionFees, Transactional CommissionFees, Transactional Commission
OwnershipPublicPublicPublicPublic
Wells Fargo Wealth & Investment Management

Provider Wells Fargowellsfargo.com$0 raised · Public

Founded 1852

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

Citi Wealth

Provider Citiciti.comPublic

Founded 1812

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

J.P. Morgan Wealth Management

Provider JPMorgan Chase$3M raised · Public

Founded 1799

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

Merrill Wealth Management

Provider Bank of Americabankofamerica.com$1.2B raised · Public

Founded 1904

Sells To Enterprises, Individuals

Pricing Model Fees, Transactional Commission

Ownership Public

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