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Results from a survey, developed by independent market research and data firm Statista, will shape this annual ranking of "Best Financial Advisory Firms" in the U.S. You can check out our 2024 ...
The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).
1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private wealth management division full of financial advisors ...
2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
PNC Financial Services: Pittsburgh, Pennsylvania: $565 7.4% $61.68 PNC 9 TD Bank, N.A. Cherry Hill, New Jersey [a] $560 7.0% $100.30 TD 10 Truist Financial: Charlotte, North Carolina: $523 7.0% $49.24 TFC 11 Capital One: McLean, Virginia: $486 7.6% $49.94 COF 12 Charles Schwab Corporation: Westlake, Texas: $466 7.0% $125.39 SCHW 13 The Bank of ...
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
Pages in category "Financial services companies of the United States" The following 200 pages are in this category, out of approximately 347 total. This list may not reflect recent changes .
However, five of the 10 fastest-growing financial advisors report a April 2022 AUM of $2 billion or more. The largest fastest-growing advisor in our top 10 is The Mather Group, with an AUM of $8.6 ...