Wells Fargo Clearing SVCS

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

1,020

Total plan assets

$82.5M

Filings (rows)

Direct comp

$185K

Indirect comp

Showing only "WELLS FARGO CLEARING SVCS"

View all 50 variants aggregated →

WELLS FARGO ADVISORS1,360 WELLS FARGO CLEARING SERVICES826 WELLS FARGO408 WELLS FARGO BANK N A170 WELLS FARGO ADVISORS INS AGENCY127 WELLS FARGO BANK127 WELLS FARGO ADVISORS FINANCIAL NETW118

SERVICES PROVIDED

Advisor / Consultant4

Prospecting the plans that use Wells Fargo Clearing SVCS?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Homeowners Financial Group Homeowners Financial Group 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	266	$23.2M	$50K	$0
Homeowners Financial Group Homeowners Financial Group 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	321	$22.7M	$50K	$0
Homeowners Financial Group Homeowners Financial Group 401(k) Plan · all filings	SCOTTSDALE, AZ	Advisor / Consultant	358	$20.5M	$49K	$0
Goodell, Devries, Leech & DANN LLP Goodell, Devries, Leech & DANN LLP 401(k) for Equity Partners & Staff Plan · all filings	BALTIMORE, MD	Advisor / Consultant	75	$16.1M	$35K	$0