D.A. Davidson & Co.
47yrs
Top advisor by experience in Fresno
22yrs
Daniel Aller
Financial advisor at Wells Fargo Advisors
Daniel Aller has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Fresno, California. After six years at Wells Fargo Investments and a year at Morgan Stanley DW, Daniel joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Fresno, and one of 411 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office5 E. River Park Place West 101 [Satellite], Fresno, CA 93720
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2011Wells Fargo Investments, LLCPreviously
- Jun 2004 – Jan 2005Morgan Stanley DW Inc.Previously
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. 5 E. River Park Place West 101 [Satellite]Fresno, CA 93720Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Daniel Aller. Daniel works from the Fresno, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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