Finding success as an independent practice is much easier when you have an extensive support network behind you. Wells Fargo Advisors Financial Network (FiNet) offers the opportunity to enjoy all the benefits of true independence while also enjoying the support of a wirehouse. Whether you're considering making the move to independence, or are already independent but looking for more resources to grow your practice, you'll appreciate our offerings in key areas such as:
The ability to build your own culture
Owning your own practice provides you with the unique opportunity to instill your own culture. Every detail from how you serve clients to developing the values and priorities of your team members, independent advisors can truly put their own stamp on their practice. We can provide the support you need to run your firm your way - learn more here.
Leverage our comprehensive wealth management suite
Our comprehensive wealth management platform helps you to deliver more to your clients. Independent advisors can leverage access to:
- Lending & banking services through Wells Fargo Affiliates
- Advice and planning support
- Research from the Wells Fargo Investment Institute
- Turnkey investment solutions
Learn more about the opportunities our wealth management suite offers your practice and your clients here.
Flexible technology options
Rather than be locked into limited technology options, we seek to provide advisors with flexibility so that they can create the tech stack that makes sense for them and their clients. From portfolio modeling and management tools to open architecture and ready-to-go integrations with third party software, our independent advisors appreciate our approach to flexible tech solutions.
Explore our technology offerings here.
Supporting your transition
We have established a robust support network to help make your transition to independence easy. When you go independent with us, you can tap into:
- A dedicated team of transition specialists
- An extensive network of third-party consultants to help support all your business needs
- Succession strategies and valuation services
- Advisor Recruiting Services with expert onboarding, training, and support
- Advisor development and coaching
- Capital support and M&A opportunities
We’ll make sure you have a solid plan in place and that the execution of your plan goes as smoothly as possible to eliminate any disruptions felt by you or your clients during transition.
Let’s get started
Whether you're considering independence for the first time or are looking for a better independent experience, we'd like to discuss how we can support your goals. Use the button below to contact us and we'll schedule time to review your objectives and our offerings.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.