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Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
IIFL Wealth Management Ltd. is an Indian wealth management firm, [3] [4] [5] headquartered in Mumbai, India. The company has a presence in 7 countries and 23 locations in India. [ 6 ] It offers wealth management , asset management , portfolio management services, investment products, treasury services, estate planning and lending among others.
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients.
Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. [ 1 ] PJT operates businesses across strategic advisory, strategic capital markets, restructuring, shareholder advisory and capital raising.
Lord Abbett is a privately owned, limited liability company with 184 investment professionals as of December 2023. [20] [21] The firm manages mutual funds that invest in global and domestic stocks along with fixed-income, tax-free income, and multi-asset securities. [22]
The company was established as Jersey Trust Company in Jersey in 1987 to provide fund management services to clients. [3] After buying Merrill Lynch 's international trust and wealth structuring business in May 2017, [ 3 ] the company was the subject of an initial public offering on the London Stock Exchange in March 2018. [ 4 ]
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