Where can I access my tax forms?

You can access your tax forms through your online account. Simply log in and navigate to the tax forms section to download or view your forms.

What is the difference between a traditional IRA and a Roth IRA?

The main difference between a traditional IRA and a Roth IRA is when you pay taxes. With a traditional IRA, you contribute pre-tax dollars and pay taxes when you withdraw the funds in retirement. With a Roth IRA, you contribute after-tax dollars and your withdrawals in retirement are tax-free.

How do I reset my password?

To reset your password, simply click on the "Forgot Password" link on the login page and follow the prompts to reset your password. You'll need to provide some personal information to verify your identity before you can reset your password.

How can I find an advisor near me?

You can find an advisor near you by using the "Find an Advisor" tool on our website. Simply enter your zip code and the tool will provide you with a list of advisors in your local area, along with their contact information and details about their expertise.

What are the benefits of investing with Wells Fargo Advisors?

When you invest with Wells Fargo Advisors, you'll have access to a full range of financial advisory services, investments, and brokerage services to help you achieve your retirement goals. Our team of experienced advisors will work closely with you to develop a personalized plan that aligns with your unique financial situation and risk tolerance.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Wells Fargo Advisors

$60.0M revenue • 200 employees • 4905 Tilghman St Ste 350, Allentown, PA, 18104, United States

Last Updated Sep 27, 2026

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Company Overview

Company Name

Wells Fargo Advisors

Address

4905 Tilghman St Ste 350, Allentown, PA, 18104, United States

Website

wellsfargoadvisors.com

Phone

(610) 398-5350

Approx. Annual Revenue

$60.0M

Employees

200

Established

2008

Google Business Category

Investment service

Locations

410

About Wells Fargo Advisors

Wells Fargo Advisors is a financial services company based in Marshalltown, Iowa, USA, established in 2008. The company provides a range of advisory services, investments, brokerage, and online trading solutions to assist clients with their retirement goals and financial planning needs.

Business Profile

Read from the Wells Fargo Advisors website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Complete service information

Recent changes

What changed on the Wells Fargo Advisors website and Google listing, as detected by Coldlytics on each visit.

Oct 30, 2026
Google reviews went from 10 to 11
Oct 14, 2026
Google reviews went from 15 to 16
Oct 11, 2026
Google reviews went from 3 to 2
Oct 11, 2026
Google rating went from 3.7 to 3
Oct 10, 2026
Google reviews went from 4 to 5

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