Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in North Carolina, by city and A to Z.

The short answer

879 registered advisors work at Wells Fargo Clearing Services, LLC in North Carolina, out of 13,134 nationwide; it's the firm's number 4 state by advisors, and the most are in Charlotte (342). 84 list the CFP designation and 877 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors by city in North Carolina

Every firm in North Carolina →

Charlotte 342Raleigh 101Winston Salem 41Wilmington 39Chapel Hill 35Greensboro 29Asheville 24Greenville 19Davidson 15Durham 13Cary 11Huntersville 11Hickory 10Pinehurst 10High Point 9Concord 8Arden 7Fayetteville 7Mooresville 7Rocky Mount 7Waynesville 7New Bern 6Shelby 6Burlington 5Hendersonville 5Salisbury 5Matthews 4Morehead City 4North Wilkesboro 4Wilson 4Apex 3Brevard 3Gastonia 3Kannapolis 3Knightdale 3Wilkesboro 3Belmont 2Boone 2Clayton 2Clemmons 2Cornelius 2Franklin 2Garner 2Indian Trail 2Kernersville 2Monroe 2Morganton 2Morrisville 2Roxboro 2Southern Shores 2Statesville 2Wake Forest 2Washington 2Weaverville 2Advance 1Archdale 1Asheboro 1Bryson City 1Cramerton 1Elkin 1Fuquay Varina 1Goldsboro 1Harrisburg 1Holly Springs 1Jacksonville 1King 1Lake Lure 1Leland 1Lenoir 1Lewisville 1Lexington 1Marion 1Mars Hill 1Mint Hill 1Oak Ridge 1Pineville 1Reidsville 1Roaring Gap 1Robersonville 1Sanford 1Southern Pines 1Sylva 1Vanceboro 1Wesley Chapel 1

Wells Fargo Clearing Services, LLC advisors in North Carolina, A to Z (first 500 of 879)

Search by name →

Wells Fargo Clearing Services, LLC advisors in every state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC in other states

California 2,186Florida 1,092Texas 926Missouri 862New York 730Virginia 591New Jersey 528Pennsylvania 496Minnesota 430Washington 360Georgia 317Arizona 315Illinois 300Utah 288Colorado 256South Carolina 236Maryland 231Ohio 169Michigan 168Massachusetts 151Alabama 141Nevada 140Connecticut 128Wisconsin 123Iowa 116Tennessee 112Oregon 93Idaho 75Nebraska 71Kansas 67South Dakota 60District of Columbia 47Indiana 47Oklahoma 47Louisiana 37Hawaii 33New Hampshire 32Kentucky 31New Mexico 30Delaware 29Alaska 26Arkansas 22Montana 18Vermont 18Mississippi 17West Virginia 17North Dakota 12Rhode Island 12Maine 10Wyoming 9

Questions

How many Wells Fargo Clearing Services, LLC financial advisors are in North Carolina?

879 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 at the firm nationwide. 84 list the CFP designation and 877 are also registered as broker representatives.

Where in North Carolina does Wells Fargo Clearing Services, LLC have the most advisors?

Charlotte, with 342, then Raleigh (101). Wells Fargo Clearing Services, LLC has advisors in 84 cities in North Carolina.

How do I check a Wells Fargo Clearing Services, LLC advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.