DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisors
Advisors registered through Wells Fargo Advisors
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Joseph Platon Abad dual registrant | Wells Fargo Advisors wirehouse | Palo Alto, Ca | Jan 3, 2011 | 25 y | 3 | 1 |
| John Abadiotakis dual registrant | Wells Fargo Advisors wirehouse | Oakhurst, Nj | Jun 8, 2018 | 28 y | 3 | 2 |
| Paul Donald Abati dual registrant | Wells Fargo Advisors wirehouse | Mckinney, Tx | Nov 29, 2025 | 10 y | 0 | 3 |
| Patrick Joseph Abatiell dual registrant | Wells Fargo Advisors wirehouse | Rutland, Vt | Dec 3, 2018 | 21 y | 4 | 3 |
| Passant Abbas dual registrant | Wells Fargo Advisors wirehouse | Columbia, Md | Jun 18, 2026 | 12 y | 2 | 2 |
| William Kinchen Abbott dual registrant | Wells Fargo Advisors wirehouse | Hilton Head Island, Sc | Feb 21, 2025 | 12 y | 0 | 2 |
| Ibrahim Issa Abboud dual registrant | Wells Fargo Advisors wirehouse | San Luis Obispo, Ca | Jan 3, 2011 | 18 y | 1 | 2 |
| Tareq Abdalla dual registrant | Wells Fargo Advisors wirehouse | San Antonio, Tx | Jul 18, 2014 | 28 y | 2 | 1 |
| Munther B. Abdallah dual registrant | Wells Fargo Advisors wirehouse | Orland Park, Il | May 1, 2015 | 35 y | 4 | 2 |
| Sabah Siralkhatim Gassim Abdaullah dual registrant | Wells Fargo Advisors wirehouse | Vienna, Va | Jun 17, 2026 | 12 y | 1 | 1 |
| Sherif Abdel-Hamid dual registrant | Wells Fargo Advisors wirehouse | Novato, Ca | May 27, 2025 | 19 y | 1 | 1 |
| Samer Gabriel Abdelmasih dual registrant | Wells Fargo Advisors wirehouse | Austin, Tx | Sep 4, 2019 | 13 y | 0 | 1 |
| Brenda Louise Abele dual registrant | Wells Fargo Advisors wirehouse | Lincoln, Ne | Jan 1, 2008 | 27 y | 1 | 2 |
| David Michael Abeles Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Hagerstown, Md | Jul 24, 2001 | 25 y | 0 | 2 |
| William Robert Abeles Certified Financial Planner, Chartered Financial Consultant · dual registrant | Wells Fargo Advisors wirehouse | Hagerstown, Md | May 8, 1992 | 41 y | 0 | 2 |
| Kim Schultz Abello dual registrant | Wells Fargo Advisors wirehouse | Lighthouse Point, Fl | Jun 25, 2025 | 18 y | 0 | 3 |
| Benson Malone Abercrombie dual registrant | Wells Fargo Advisors wirehouse | Birmingham, Al | Mar 25, 2026 | 12 y | 0 | 2 |
| George Luke Abernethy dual registrant | Wells Fargo Advisors wirehouse | Charlotte, Nc | Jul 10, 2021 | 14 y | 0 | 2 |
| Arshan Abid dual registrant | Wells Fargo Advisors wirehouse | West Chester, Pa | Jun 5, 2024 | 11 y | 2 | 2 |
| Ireneo Jose Abot dual registrant | Wells Fargo Advisors wirehouse | Sacramento, Ca | Oct 29, 2020 | 15 y | 0 | 1 |
| Ashley A Abraham dual registrant | Wells Fargo Advisors wirehouse | Orlando, Fl | Sep 13, 2018 | 16 y | 0 | 3 |
| Kurtis Wade Abraham dual registrant | Wells Fargo Advisors wirehouse | Holland, Mi | Dec 11, 2020 | 17 y | 5 | 2 |
| Jason Michael Abramowitz dual registrant | Wells Fargo Advisors wirehouse | Whiting, Nj | Jun 23, 2026 | 22 y | 1 | 2 |
| John E Abrams Chartered Financial Consultant · dual registrant | Wells Fargo Advisors wirehouse | Naperville, Il | Jan 1, 2008 | 28 y | 2 | 2 |
| Mark Jay Abramson dual registrant | Wells Fargo Advisors wirehouse | Orlando, Fl | Mar 13, 2025 | 44 y | 3 | 2 |
| Neal Scott Abravanel Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Bethesda, Md | Jul 1, 2003 | 41 y | 1 | 3 |
| Denise Caudill Absher dual registrant | Wells Fargo Advisors wirehouse | Winston Salem, Nc | Oct 14, 2020 | 30 y | 0 | 1 |
| Merwan Abssi dual registrant | Wells Fargo Advisors wirehouse | Houston, Tx | Jun 17, 2021 | 12 y | 1 | 1 |
| Wala Marwan Abudamous dual registrant | Wells Fargo Advisors wirehouse | San Francisco, Ca | Dec 18, 2023 | 14 y | 0 | 1 |
| Christopher Corral Acebal dual registrant | Wells Fargo Advisors wirehouse | Daytona Beach, Fl | Jul 1, 2003 | 32 y | 1 | 2 |
| Jack Celestino Acebal dual registrant | Wells Fargo Advisors wirehouse | Jacksonville, Fl | Jul 1, 2003 | 44 y | 1 | 2 |
| Brandon Acevedo dual registrant | Wells Fargo Advisors wirehouse | Stuart, Fl | Oct 30, 2024 | 10 y | 1 | 2 |
| Denice Mary Achen dual registrant | Wells Fargo Advisors wirehouse | Sioux Falls, Sd | Jan 3, 2011 | 28 y | 1 | 1 |
| Anna Audrey Acker dual registrant | Wells Fargo Advisors wirehouse | Monument, Co | Aug 10, 2026 | 13 y | 0 | 1 |
| David Ackerman dual registrant | Wells Fargo Advisors wirehouse | Charlotte, Nc | Jan 13, 2023 | 15 y | 0 | 1 |
| Stacey Ackerman Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Minneapolis, Mn | Oct 19, 2021 | 26 y | 0 | 3 |
| Alec Acosta dual registrant | Wells Fargo Advisors wirehouse | Charlotte, Nc | Nov 14, 2017 | 26 y | 2 | 1 |
| Andres O Acosta dual registrant | Wells Fargo Advisors wirehouse | Salt Lake City, Ut | Sep 1, 2023 | 10 y | 0 | 1 |
| Caroline Acosta dual registrant | Wells Fargo Advisors wirehouse | Charlotte, Nc | Jan 3, 2007 | 22 y | 2 | 1 |
| Julian Acosta dual registrant | Wells Fargo Advisors wirehouse | Austin, Tx | Nov 7, 2024 | 16 y | 1 | 1 |
| Joseph Ada dual registrant | Wells Fargo Advisors wirehouse | Boise, Id | Apr 5, 2022 | 16 y | 4 | 3 |
| David Allen Adam Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Frontenac, Mo | Sep 20, 2017 | 29 y | 0 | 3 |
| Kristin M Adam dual registrant | Wells Fargo Advisors wirehouse | Annapolis, Md | Dec 10, 2024 | 17 y | 0 | 2 |
| Jason Matthew Adamcik dual registrant | Wells Fargo Advisors wirehouse | Dallas, Tx | Jun 25, 2026 | 25 y | 7 | 1 |
| Michelle Brianna Adams dual registrant | Wells Fargo Advisors wirehouse | Chesterbrook, Pa | Jul 7, 2026 | 13 y | 0 | 1 |
| Bert B Adams dual registrant | Wells Fargo Advisors wirehouse | Lake City, Co | Jul 1, 2003 | 32 y | 1 | 2 |
| Cameron Mark Adams dual registrant | Wells Fargo Advisors wirehouse | Grants Pass, Or | Mar 15, 2022 | 18 y | 0 | 2 |
| Christopher M Adams dual registrant | Wells Fargo Advisors wirehouse | Radnor, Pa | Aug 7, 2018 | 21 y | 1 | 3 |
| James Edward Adams Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Normal, Il | Jan 1, 2008 | 26 y | 1 | 2 |
| Jean Elizabeth Adams Certified Financial Planner · dual registrant | Wells Fargo Advisors wirehouse | Seattle, Wa | Jan 3, 2011 | 35 y | 2 | 1 |
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14,159 advisors match.