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 Waco, TX

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Waco, A to Z.

7 registered advisors work at Wells Fargo Clearing Services, LLC in Waco, out of 13,962 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Waco, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

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

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 781Charlotte, NC 361New York, NY 341Salt Lake City, UT 215Minneapolis, MN 203San Diego, CA 178Houston, TX 173Scottsdale, AZ 150Irvine, CA 147Walnut Creek, CA 143Los Angeles, CA 132Seattle, WA 122McLean, VA 120Richmond, VA 117San Francisco, CA 115

Other firms in Waco

All Waco advisors →

Edward Jones 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Disciplined Investors, L.L.C. 7Morgan Stanley 7Academy Capital Management 6LPL Financial LLC 6Raymond James Financial Services Advisors, Inc. 6Winnacle Wealth, LLC 4Investors Brokerage Of Texas, Ltd. 3Osaic Wealth, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Waco?

7 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Waco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13,962 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Waco?

Wells Fargo Clearing Services, LLC ranks number 6 in Waco by registered advisors; Edward Jones has the most, with 19.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.