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2. Dimensional Fund Advisors - Wikipedia

   en.wikipedia.org/wiki/Dimensional_Fund_Advisors

   Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA [3]) is a privately-owned investment firm headquartered in Austin, Texas. Dimensional was founded in Brooklyn [ 4 ] in 1981 by David Booth , Rex Sinquefield and Larry Klotz.

3. 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.

4. Victory Capital - Wikipedia

   en.wikipedia.org/wiki/Victory_Capital

   As a result, in January 2019, Victory Capital announced it would move its headquarters from Cleveland, Ohio to San Antonio, Texas. [19] Both actions were completed in 2019. [20] In 2021, Victory Capital made a series of acquisitions where it acquired THB Asset Management, New Energy Capital Partners and WestEnd Advisors. [21]

5. Franklin Templeton Investments - Wikipedia

   en.wikipedia.org/wiki/Franklin_Templeton_Investments

   Mutual fund pioneer Sir John Templeton was the owner of Templeton, Galbraith & Hansberger Ltd together with his son Dr. John Templeton and John Galbraith who together owned 70% of the firm. [9] In November 1996, Heine Securities Corporation, known for the Mutual Series of funds, merged into the Franklin Templeton complex.

6. Western & Southern Financial Group - Wikipedia

   en.wikipedia.org/wiki/Western_&_Southern...

   Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]

7. Higginbotham Insurance & Financial Services - Wikipedia

   en.wikipedia.org/wiki/Higginbotham_Insurance...

   2015-2016 Dallas Business Journal Healthiest Employers in North Texas [13] [14] 2015-2016 Austin Business Journal Healthiest Employers of Central Texas [15] [16] 17th Best Company to Work for in Texas in the large employer category of a list published by Best Companies Group in 2016 [17]