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  2. BNY Mellon - Wikipedia

    en.wikipedia.org/wiki/Pershing_LLC

    As of 2024, BNY is the world's largest custody bank, [210] [211] the sixth-largest investment management firm in the world, [212] and the seventh-largest wealth management firm in the United States. [107] In 2018, BNY ranked 175 on the Fortune 500 [213] and 250 on the Financial Times Global 500. [214] By 2024, it ranked 130th on the Fortune 500 ...

  3. Depository Trust & Clearing Corporation - Wikipedia

    en.wikipedia.org/wiki/Depository_Trust_&_Clearing...

    DTCC was established in 1999 as a holding company to combine The Depository Trust Company (DTC) and National Securities Clearing Corporation (NSCC).. In 2008, The Clearing Corporation (CCorp) and The Depository Trust & Clearing Corporation announced CCorp members will benefit from CCorp's netting and risk management processes, and will leverage the asset servicing capabilities of DTCC's Trade ...

  4. Wells Fargo Advisors - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo_Advisors

    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. [ 1 ] The subsidiary was formerly known as Wachovia Securities until May 1, 2009, when it legally changed names following Wells Fargo's acquisition of Wachovia Corporation .

  5. List of largest financial services companies by revenue

    en.wikipedia.org/wiki/List_of_largest_financial...

    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).

  6. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    By December 2004, it had $1 billion in assets under management. [16] Financial Engines acquired registered investment advisory firm The Mutual Fund Store for $560 million in 2015. [17] By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [18]

  7. Planmember - Wikipedia

    en.wikipedia.org/wiki/Planmember

    PlanMember Securities Corporation (commonly referred to as PlanMember) was founded in 1982 [1] [2] and is considered one of the 25 largest independent broker-dealers. [3] As of 2020, the company had more than 479 financial advisors, [4] over $14 billion in advisory & brokerage assets, [5] and generated approximately $143.0 million in annual revenue for the 2021 fiscal year.

  8. 7 best investment platforms for Dec. 2024: Low-cost options ...

    www.aol.com/finance/best-investment-platforms...

    Available assets • Residential and commercial buildings and real estate funds CrowdStreet is a real estate investment platform founded in 2014 with the goal of connecting accredited investors ...

  9. LCH (clearing house) - Wikipedia

    en.wikipedia.org/wiki/LCH_(clearing_house)

    LCH is the largest a user-owned and user-governed global supplier of clearing services to the derivatives markets. This is either directly to the user community or by operating the clearing process on behalf of a third party via an insourcing arrangement, providing services to clients for Short Term Interest Rates (STIRs), Indexes and Equity ...