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Wells Fargo Assets Under Management in 2026
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Wells Fargo Client Assets
Wells Fargo is a very large company with $2.5 trillion in client assets. But its higher-rated rival, Charles Schwab, has
$13.14 trillion in total client assets and more than 39.5 million customers.
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Customer Support
WellsTrade’s platforms do not include a built-in live chat feature (either with a bot or a human rep). There is a self-help area on the website, and we found a few practical resources there, including tax-related help and tools for account access tasks like updating a password.
For live assistance, WellsTrade clients can reach 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 published hours for the service line. Weekend phone support for WellsTrade brokerage is limited, and 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 types 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 provide.
The broker’s screeners are generally located under the Research area in the top navigation, and this section is also where many education and market resources are housed.
WellsTrade’s stock screening tools typically come in basic and advanced formats. The advanced version adds more filters, although it still does not match the depth of the most powerful screening platforms offered by some competitors.
WellsTrade’s mutual fund screener does a better job of offering a larger list of criteria. These include:
- Fund family
- Standard deviation
- Turnover ratio
Under the Research section, there is also market commentary and strategy material where many articles and reports are posted, often as PDF files. These pieces frequently 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 type 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 area. 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 like major stock indexes, futures, currency pairs, and interest-rate information. As already noted, 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 5/5/2026.
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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