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  2. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024, [4] Fidelity ...

  3. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Things change a bit, however, when you include all types of wealth management, from mutual funds to investment banking, corporate banking and private wealth management. Under this screen, UBS is ...

  4. Fidelity International - Wikipedia

    en.wikipedia.org/wiki/Fidelity_International

    Today, Fidelity International handles investments for clients in Europe, Canada, EMEA and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA. In the same year that it was established, an office was opened in Tokyo, [ 4 ] followed by London in 1973, [ 5 ] Hong Kong in 1981 [ 6 ] and Taipei in 1986.

  5. Abigail Johnson - Wikipedia

    en.wikipedia.org/wiki/Abigail_Johnson

    Fidelity was founded by her grandfather Edward C. Johnson II. Her father, Edward C. "Ned" Johnson III , remained chair emeritus of FMR until his death in March 2022. As of March 2013, the Johnson family owned a 49% stake in the privately-held company, with Johnson herself holding an estimated 24.5%.

  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. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    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. The new community will be rebranded as Cetera Wealth Management Group, a region within Cetera Advisor Networks. [29]

  8. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  9. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.

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