Wells Fargo Advisors Financial ADVI

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,124

Total plan assets

$36.0M

Filings (rows)

Direct comp

$113K

Indirect comp

Showing only "WELLS FARGO ADVISORS FINANCIAL ADVI"

View all 50 variants aggregated →

WELLS FARGO ADVISORS1,359 WELLS FARGO CLEARING SERVICES824 WELLS FARGO408 WELLS FARGO BANK N A166 WELLS FARGO ADVISORS INS AGENCY127 WELLS FARGO BANK127 WELLS FARGO ADVISORS FINANCIAL NETW117

SERVICES PROVIDED

Advisor / Consultant5

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Translational Drug Development, LLC TD2 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	167	$13.5M	$30K	$0
Translational Drug Development, LLC TD2 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	175	$10.3M	$22K	$0
Translational Drug Development, LLC TD2 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	169	$8.1M	$19K	$0
Springboard, Inc. Springboard, Inc. 401(k) Plan · all filings	PHOENIX, AZ	Advisor / Consultant	613	$4.2M	$17K	$0
Springboard, Inc. Springboard, Inc. 401(k) Plan · all filings	PHOENIX, AZ	Advisor / Consultant	0	$0	$25K	$0