Wells Fargo Clearing Services, LLC

About Wells Fargo Clearing Services, LLC

<p>Known in the independent wealth space as First Clearing, Wells Fargo Clearing Services, LLC supports broker-dealers and RIAs with custody and clearing plus practice support built for growing advisory firms. The firm reports $2,900.0B in AUM (2026).</p> <p>Headquartered in St. Louis in the greater St. Louis metro area, the company also has offices in Chesterfield, Missouri and in Alton and O’Fallon, Illinois. From this regional hub, it works with firms across the U.S. that want a clearing relationship alongside access to broader banking capabilities.</p> <p>Wells Fargo Clearing Services, LLC is a registered investment advisor/broker-dealer and is part of Wells Fargo &amp; Company. Partners can use investment products and planning support, along with integrated banking, lending, and trust services, with technology that can be configured to fit different business models.</p> <p>One differentiator is its long track record: it has supported independently owned wealth management firms for more than four decades, pairing clearing services with consulting and business development support. The firm also provides 3(21) support for retirement plan work alongside other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Clearing and custody platform for broker-dealers and RIAs</li> <li>3(21) fiduciary support</li> <li>Planning tools and investment products</li> <li>Integrated banking, lending, and trust services</li> <li>Customizable technology plus consulting and business development</li> </ul>

Website: https://www.firstclearing.com/