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  2. Manning & Napier - Wikipedia

    en.wikipedia.org/wiki/Manning_&_Napier

    The company was founded in 1970 by William Manning and William J. Napier. [3] After the 1973 discovery of large-scale insurance fraud at Equity Funding, Manning & Napier and three other advisory companies were censured for insider trading; William Manning had quickly sold the stock after learning of the fraud on March 26, 1973. [4] [5] [6]

  3. NISA Investment Advisors - Wikipedia

    en.wikipedia.org/wiki/NISA_Investment_Advisors

    NISA Investment Advisors (NISA) is an American asset management firm headquartered in Clayton, Missouri. Despite the large size of its assets under management (AUM), the firm maintains a low profile.

  4. Wells Fargo Advisors - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo_Advisors

    Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion retail client assets under management .

  5. Rex Sinquefield - Wikipedia

    en.wikipedia.org/wiki/Rex_Sinquefield

    Rex Andrew Sinquefield [1] (/ ˈ s ɪ ŋ k f iː l d /; born September 7, 1944) [2] is an American businessman, investor, and philanthropist who has been called an "index-fund pioneer" for creating the first passively managed index fund open to the general public. [3]

  6. How to choose a financial advisor: 4 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

  7. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

  8. A. G. Edwards - Wikipedia

    en.wikipedia.org/wiki/A._G._Edwards

    The company was founded in 1887 when Albert Gallatin Edwards and his son opened for business in St. Louis. It was the first St. Louis brokerage to handle transactions on the New York Stock Exchange, buying a seat on the NYSE in 1898. [3] Due to increased capital needs for its branch system, A.G. Edwards was among the first brokerage firms to go ...

  9. Wachovia Securities - Wikipedia

    en.wikipedia.org/wiki/Wachovia_Securities

    Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Following Wachovia's merger with Wells Fargo and Company on December 31, 2008, the retail brokerage became Wells Fargo Advisors on May 1, 2009 and the institutional capital markets and investment banking group became Wells Fargo Securities on July 6, 2009.

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