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Wells Fargo Assets Under Management in 2026
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Wells Fargo AUM
Wells Fargo is a very large company with $2.5 trillion in assets under management. But its higher-rated rival, Charles Schwab, has
$12.2 trillion in AUM and more than 38.9 million customers.
Charles Schwab Website
Visit Schwab Website
Customer Support
WellsTrade’s platforms do not offer a built-in live chat feature (with either a bot or a live representative). There is a self-service section on the website, and we found several useful resources there, including tax-related help and tools for account-access tasks such as changing a password.
For live help, WellsTrade customers can contact representatives by phone on weekdays. For existing WellsTrade account questions, phone support is available Monday through Friday from 8 a.m. to midnight Eastern Time, which are the hours currently listed for the service line. There are no dedicated WellsTrade branch locations. (Wells Fargo Advisors offices and some Wells Fargo locations may provide services for certain advisory relationships.)
Research and Education
On the WellsTrade site, we found screeners for many of the investment categories the broker supports, including stocks, bonds, mutual funds, and ETFs. We did not see a dedicated screener for closed-end funds, and we also did not find an options screener comparable to what some advanced platforms offer.
The broker’s screeners are generally found under the Research section in the top navigation, and this area is also where many educational materials and market resources are located.
WellsTrade’s stock screening tools usually come in basic and advanced versions. The advanced screener adds more filters, although it still does not reach the depth of the strongest screening platforms offered by some competitors.
WellsTrade’s mutual fund screener does a better job of providing a broader list of criteria. These include:
- Fund family
- Standard deviation
- Turnover ratio
Under the Research section, there is also market commentary and strategy content where many articles and reports are posted, often as pdf files. These pieces often focus on current market developments. Examples include:
- S&P 500 slides for a fifth straight day
- FOMC Meeting Key Takeaways
Some reports also focus on specific investment themes or categories:
- Dynamic Growth Equity List: Holdings by Sector
- Recommended Closed-end Funds by Asset Class
Much of this kind of research is commonly published under the Wells Fargo Investment Institute brand, along with related Wells Fargo market commentary.
News content is also available in the Research section. We found feeds and headlines from third-party news providers, including outlets such as the Associated Press and press-release distributors.
Market data includes items such as major stock indexes, futures, currency pairs, and interest-rate data. As already mentioned, not every market category shown in research feeds is necessarily tradable inside a standard WellsTrade account.
Stock quote pages at WellsTrade can include analyst-style summaries and pdf reports from providers such
as Morningstar and Wells Fargo research sources, along with aggregated consensus-style ratings.
Updated on 3/30/2026.
Chad Morris is a financial writer with more than 20 years experience
as both an English teacher and an avid trader. When he isn’t writing
expert content for Brokerage-Review.com, Chad can usually be found
managing his portfolio or building a new home computer.
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