AdvisorCensus / Financial advisors / Missouri / St. Louis, MO / Wells Fargo Clearing Services, LLC
Financial advisors in St. Louis, MO using Wells Fargo Clearing Services, LLC
5 SEC-registered investment advisory firms headquartered in the St. Louis, MO metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Archway Wealth Management, LLC | Kirkwood | SEC-registered investment adviser | $100 million to $500 million |
| Brady Family Wealth, LLC | Saint Louis | SEC-registered investment adviser | $100 million to $500 million |
| Confluence Investment Management LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| Cornerstone Select Advisors, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Wells Fargo Advisors | St. Louis | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Wells Fargo Clearing Services, LLC nationwide
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